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Investment stewardship

Investment-led, expert-driven

 

Our heritage and responsibility

For more than 150 years, we have been creating value for our clients by considering the impact of every decision we make. As one of the world’s largest allocators of client capital, we recognize our accountability to society as a whole.

In our role as a large, active manager, we are already seeing improvements in the companies with which we engage. Not only do we think they will perform better financially over the long term, but they will also contribute to a more positive, forward-looking and equal society.

LEARN MORE ABOUT OUR STEWARDSHIP EFFORTS

Our approach

Learn how we promote sustainability through investment-led stewardship.

Learn about our stewardship philosophy

Investment stewardship report

Our Global annual report for 2020 illustrates not just that we are engaging with a wide range of companies, but how we are doing it, too.

Download the report

Voting responsibly and engaging for change

Our stewardship activities are based on proprietary environmental, social and governance (ESG) research by our investment desks and Sustainable Investing Team.

Our investment stewardship specialists play a key role in ensuring consistent, high quality dialogue with the companies in which we invest and guide our voting decisions, in collaboration with our portfolio managers and sector or credit analysts.

J.P. Morgan Asset Management as of 31 December 2020


~500 dedicated ESG engagement meetings

each year
 

Voted at ~8,000 shareholder meetings in 80 markets globally

in 2020

 


Our team and approach 

Stewardship is underpinned by the research of our deeply resourced network of investment professionals. Regional heads of stewardship work collaboratively with local investment teams and report to the Global Head of Sustainable Investing, Jennifer Wu, who is accountable to the operating committee.

JPMorgan Investment Stewardship ESG Organization Chart

Our policies and commitments

Voting policy and guidelines

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

Read the full policy

Conflicts of interest policy

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

Understand our approach

Asia-Pacific corporate governance report

We maintain a clear record of our proxy voting and engagement activities.

View our report
Sustainable investment strategies

Risk summary

Certain client strategies invest on the basis of sustainability/Environmental Social Government (ESG) criteria involves qualitative and subjective analysis. There is no guarantee that the determinations made by the adviser will be successful and/or align with the beliefs or values of a particular investor. Unless specified by the client agreement or offering documents, specific assets/companies are not excluded from portfolios explicitly on the basis of ESG criteria nor is there and obligation to buy and sell securities based on those factors.

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J.P. Morgan Asset Management

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