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    1. Investment stewardship

    jpm-investment-stewardship-banner

     

    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.

    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.

    Take a deeper dive into our key priorities

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    Governance

    Companies that get their governance right tend to get other sustainability issues right.

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    Strategy alignment with the long term

    We believe long-term thinking leads to sustainable business models.

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    Human capital management

    Effective management of human capital is critical to an engaged and productive workforce.

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    Stakeholder engagement

    Generating sustainable returns requires managing the interests of suppliers, customers and communities.

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    Climate risk

    Climate change is a risk that investors cannot afford to ignore.

    Natural capital and ecosystems

    Natural capital and ecosystems

    The prospects of business hinge on the future of nature.

    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
    Download the executive summary

    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

    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

    Conflicts of interest

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

    Understand our approach

    Asia ex Japan Quarterly Stewardship Report

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

    View our report

    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.

    J.P. Morgan Asset Management

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    The information contained herein is intended only for use by Hong Kong residents. By using this information, you are representing and warranting that you are either residing in Hong Kong or the applicable laws and regulations of your jurisdiction allow you to access the information, and you confirm that you accept the Terms of Use as set out in https://am.jpmorgan.com/hk/. Investment involves risk. Past performance is not indicative of future performance. In particular, funds which are invested in emerging markets and smaller companies may involve a higher degree of risk and are usually more sensitive to price movements. Investors should carefully read and consider the fund offering document(s), which contain details on investment objectives, risk factors, charges and expenses of the fund, before making any investment decisions. Investors should read carefully the fund notes before making any investment decisions. Information in this website does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. Opinions and statements of financial market trends set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Investors should conduct their own verification. The views and strategies described may not be suitable for all investors. This website and the advertisements contained herein are issued by JPMorgan Funds (Asia) Limited. This website has not been reviewed by the Securities and Futures Commission of Hong Kong ("SFC"), with the exception of material relating to the JPMorgan Provident Plan that the SFC has pre-approved (however such pre-approval does not imply official recommendation by the SFC).

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