Skip to main content
logo
  • Funds
    Overview

    Fund Explorer

    • Search our funds

    Capabilities

    • Investment Trusts
    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Administrative information
    • Policies
    • Legal Documents
    • Fund Management Charges
    • Assessment of Value
  • Investment Themes
    Overview
    • Sustainable investing
  • Insights
    Overview

    Market Insights

    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook
    • Monthly Market Review

    Portfolio Insights

    • Asset Allocation Views
    • Fixed Income Views
    • Equity Views
    • ETF Perspectives
    • Investment Trust Insights
  • How to Invest
  • About Us
    Overview
    • Diversity, Equity and Inclusion
  • Contact Us
  • Role
  • Country
Manage your account
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. Investment stewardship

JPM53533_SI_report_ESG_Stewardship_2800x900px

 

Investment stewardship

Investment-led, expert-driven

 

Responsible stewardship

Stewardship is the responsible allocation, management and oversight of capital to seek to create long-term value for clients. We are committed to our stewardship responsibilities: active engagement with the companies in which we invest, exercising our voice as a long-term investor in proxy voting. As an active asset manager, we encourage companies to develop and adopt practices to manage their risks and create long-term value for our clients.

Focusing on key priorities

We have identified six main investment stewardship priorities that we believe are the environmental, social and governance (ESG) issues that pose the most significant long-term risks and opportunities to our investments. Together with related sub-themes, these priorities provide a structured and targeted framework for engagement with the companies in which we invest.

Stewardship roles and responsibilities

More than 1,000 investment professionals around the world work in close collaboration with our investment stewardship team, combining specialist insight and longstanding company relationships with dedicated stewardship expertise and guidance.


Research-powered engagement

Engagement is integral to our investment processes across asset classes. Research into companies, macroeconomic drivers, sectoral factors and ESG themes drives our engagement and enables us to intervene proactively before risks are realised and opportunities missed. Our engagement approach is founded on four principles:

Intentionality

We are determined to act in the best interests of our clients by encouraging investee companies to focus on prudent allocation of capital and long-term value creation.

Materiality

We strive to understand how factors impacting sustainability are financially significant to individual companies over time, understanding that the regions, cultures, and organizations in which we invest differ greatly.

Additionality

We focus on strategic issues that are most urgently in need of our involvement in order to deliver better long-term return to our clients. We believe that as large investors, we have the ability to put our resources to work towards achieving the outcomes we seek on behalf of our clients.

Transparency

We seek to be clear about the the investment stewardship work we do and take steps to be transparent to our stakeholders as we expect the same of investee companies.

Through the three pillars of our Enhanced Engagement Program, we aim to drive meaningful change at investee companies that most require our time and attention.

  • Focus list: Companies in our equity and/or corporate credit portfolios to which we have meaningful investment exposure and where our research has identified financially material ESG issues and opportunities.

  • Thematic projects: Engagement initiatives on specific themes – aligned with our six Investment Stewardship Priorities – targeting a broader number of investee companies on the same set of issues and opportunities.

  • Reactive engagements: Corporate actions, notable events, major developments, controversies, norms breaches and matters arising from the proxy voting process that require reactive engagement.

Engagement in 2022


Engagement activity statistics for 2022

 


Proxy voting

We vote shares held in our clients’ portfolios based on our reasonable judgement of what will best serve the long-term interests of our clients, in accordance with the legal standards applicable to the particular client account.

We have comprehensive proxy voting policies and guidelines in each region, consistent with law and expectations of good governance practices in these different locations.


Proxy voting statistics for 2022



Policies and commitments

Global proxy voting guidelines

Our objective is to vote in a prudent and diligent manner, in the best interests of our clients.

Read the guidelines

Voting record

We provide a transparent overview of our voting activities.

See how we voted

Conflicts of interest

Our conflicts policy sets out how we identify and manage potential conflicts of interest.

Understand our approach

Further reading

ESG integration

We systematically assess financially material ESG factors in our investment decisions, across asset classes and regions.

Find out more

ESG-focused funds

We offer a broad range of sustainable investing funds designed to align with our clients’ financial goals and values.

View the funds

Climate change

We believe climate change factors represent the biggest source of risk and opportunity for investors in the decades to come.

See our approach

This is a marketing communication. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy. This communication is issued by the following entities: In the United States, by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both regulated by the Securities and Exchange Commission; in Latin America, for intended recipients’ use only, by local J.P. Morgan entities, as the case may be; in Canada, for institutional clients’ use only, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. In the United Kingdom, by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions, by JPMorgan Asset Management (Europe) S.à r.l. In Asia Pacific (“APAC”), by the following issuing entities and in the respective jurisdictions in which they are primarily regulated: JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited, each of which is regulated by the Securities and Futures Commission of Hong Kong; JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919). For all other markets in APAC, to intended recipients only. For U.S. only: If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Copyright 2022 JPMorgan Chase & Co. All rights reserved

09j0222709102608

Picture source: banner Getty, tiles left to right Shutterstock for the first 4 ones, Getty for the 5th one

J.P. Morgan Asset Management

  • Terms of use
  • Privacy policy
  • Cookie policy
  • Accessibility statement
  • Scams and fraud
  • Sitemap
  • Investment stewardship
J.P. Morgan

  • J.P. Morgan
  • JPMorgan Chase
  • Chase

Copyright © 2023 JPMorgan Chase & Co., all rights reserved.