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    Portfolio Strategy

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    Getting to 7%

    The stark reality of low forward returns necessitates a more diversified approach to alpha generation. In our latest research, we analyze how investors can move beyond pure market beta and draw on multiple building blocks for generating additional returns

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    Rethinking the pension plan endgame

    Institutional investors should consider pension stabilization as an alternative to the widely adopted industry model of glide path-derisking and hibernation.

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    Benefits of a diverse LDI program

    If the key drivers of liability aware are interest rates and credit spreads, then a portfolio concentrated in precisely those risk factors should be the most effective hedge.

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    Jared Gross, Head of Institutional Portfolio Strategy, aims to shed light on asset allocation themes that can help investors achieve their portfolio objectives.

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    Strengthening global tactical asset allocation in a tumultuous time

    Discover our framework for tactical asset allocation and uncover its potential benefits in a period of shifting monetary policy.

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    Infrastructure returns: resilient and supported by income

    Nick Moller, Investment Specialist in the Infrastructure Investments Group, discusses the private infrastructure market, how it performed in 2020 and what to expect in 2021 and beyond.

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    Global core real assets as a strategic portfolio allocation

    Investors are currently facing several challenges--lower expected total return, market concentration and a lack of stable income--an allocation to core real assets can help alleviate those issues.

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    Tapping into Capital Efficiency

    Jared Gross, Head of Institutional Portfolio Strategy, discuss how adopting capital-efficient investment strategies can increase the power of portfolios to meet long-term objectives in today’s low-return environment without excessive market risk or illiquidity.

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    Now is the time for diversification in hedge portfolios

    Jared Gross, Head of Institutional Portfolio Strategy, and Michael Buchenholz, Head of U.S. Pension Strategy, discuss trends from across the 100 largest corporate pension plans including the benefits of timely rebalancing, considerations in allocating to illiquid markets and how diversifying exposures to securitized and alternative assets will play an increasingly important role in the future.

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    IN THE NEWS
     Featured articles and podcast episodes by Jared Gross, Head of Institutional Portfolio Strategy, J.P. Morgan Asset Management

    Preqin: Core alternatives deliver what public markets cannot >

    Real Assets Advisor: Building real-asset portfolios in an unpredictable economy >

    Pensions & Investments: Anchors and allocations: breaking the grip of 60/40 >

    Pensions & Investments: The third era of LDI: Interesting choices in a world of uncertainty >

    Pensions & Investments: Real assets: A nimble options for institutional investors >


    The Pensions & Investments articles have been created by Crain Communications Inc. and are approved to be shared by J.P. Morgan Asset Management. Crain Communications Inc. is not affiliated with J.P. Morgan Chase & Co or any of its affiliates or subsidiaries.

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