Dedicated support for insurance investors
Source: J.P. Morgan Asset Management; as of 31 December 2024.
Specialist insurance expertise

Portfolio management
From insurance-specialized, multi-sector fixed income solutions to a broad suite of alternatives and public equity offerings, we are able to design and implement customized balance sheet strategies across all major global asset classes.

Strategy and analytics
Gain perspective from insurance-specific strategic asset allocation recommendations and in-depth peer analyses, as well as asset liability and multi-entity capital optimisation analysis.

Client advisory and account management
Benefit from a fully integrated client service approach. We have a dedicated team of over 70 professionals who work closely with insurers as strategic partners.

Accounting and reporting
Capitalise on comprehensive insurance accounting and regulatory reporting capabilities, including publications on important regulatory developments, and investment reporting that is compliant with insurance accounting.
Insurance insights
China Insurance CIO survey 2023
Surveying some CIOs from across China’s insurance industry, as well as their global counterparts across the US, Europe and Asia, our annual China Insurance CIO Survey 2023 illuminates how CIOs are thinking about portfolio positioning in the next 12-24 months and the major risks and opportunities that lie ahead.
IFRS 9 Amendments – A tailwind for sustainable debt
In May 2024, the International Accounting Standards Board (IASB) released amending guidance1 to its accounting standards for financial instruments, IFRS 9. The amendments centres on the ‘Solely Payments of Principal and Interest’ (SPPI) test, which plays a significant role in the classification and measurement of bonds and other debt instruments.
Contact the insurance client advisory team
Joa Roux
North America
joa.roux@jpmorgan.com
Mark Oldcorn
EMEA
mark.oldcorn@jpmorgan.com
Rick Wei
Asia ex-Japan
rick.x.wei@jpmorgan.com
For strategy and analytics inquiries email: Strategy and Analytics at J.P. Morgan
09yj220908101606