Skip to main content
logo
  • My collections
    View saved content and presentation slides
  • Log out
  • Products

      Funds

      • Performance & Yields
      • Liquidity
      • Ultra-Short
      • Short Duration
      • European domiciled products

      Solutions

      • Cash Segmentation
      • Separately Managed Accounts
      • Managed Reserves Strategy

      Fund Information

      • Regulatory Updates
    • Insights

        Liquidity Insights

        • Liquidity Insights Overview
        • Global Liquidity Investment Outlook
        • Tokenization
        • Cash Cookbook
        • Case Studies
        • Partnership with fintechs
        • ESG Resources for Liquidity Investors
        • Leveraging the Power of Cash Segmentation
        • Cash Investment Policy Statement

        Market Insights

        • Market Insights Overview
        • Eye on the Market
        • Guide to the Markets
        • Market Updates
        • Podcast: Markets Explained

        Portfolio Insights

        • Portfolio Insights Overview
        • Currency
        • Fixed Income
        • Long-Term Capital Market Assumptions
        • Sustainable investing
        • Strategic Investment Advisory Group
      • Resources
          • MORGAN MONEY
          • Account Management & Trading
          • Global Liquidity Investment Academy
          • Announcements
        • About us
            • Diversity, Opportunity & Inclusion
            • Spectrum: Our Investment Platform
            • Our Leadership Team
            • Our Commitment to Research
          • Contact us
          • English
          • MORGAN MONEY LOGIN
            • My collections
              View saved content and presentation slides
            • Log out
          • Log in
          • MORGAN MONEY LOGIN
          Log in
          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

          <p>Separately Managed Accounts</p>

          We provide carefully constructed, individually customized portfolios that align with your parameters for security, returns, risk tolerance and cash flow needs.

          1. Home
          2. Funds

          Critical elements of our separately managed accounts

          Customization

          Individually tailored to meet an investor’s specific needs.

          Risk management

          Robust fiduciary culture and rigorous credit analysis.

          Streamlined launch

          Strong structure, thorough implementation, and documentation.

          Adaptability

          Realigning, as needed, to changing interest rate and credit environments.

          Dedicated client team

          Client Advisor

          Responsible for understanding goals and objectives in order to provide strategic advice on investment allocation and portfolio structure.

          Client Account Manager

          Responsible for executing onboarding, interfacing with third parties, managing operational aspects, and working in conjunction with the Internal Client Advisors on all account-related matters.

          gl_sma_teams_graphic_410x300px

          Portfolio Manager

          Responsible for day to day portfolio management. Employs robust risk management and rigorous credit analysis to manage and invest in securities.

          Investment Specialist

          Facilitates connectivity between you and portfolio managers and serves as a specialized source of product strategy, investment process, and market knowledge.

          Separate account reporting partner: Clearwater Analytics

          clearwater-logo_640x

          Clearwater Analytics offers a web-based, fully integrated investment accounting and performance reporting system specifically designed to address the regulatory and reporting needs of corporations.

          Clearwater’s large market presence in the corporate operating fund market will benefit our clients, assisting them with addressing the ever changing regulatory environment.

          Explore more solutions

          Managed Reserves Strategy

          For liquidity investors looking to move beyond money market funds in search of higher yields/returns and for those investors positioning their portfolios for a rising rate environment, J.P. Morgan Managed Reserves provides a compelling cash management strategy.

          Cash Segmentation

          Explore our cash segmentation strategies for short-term investments, in a range of currencies, to meet different objectives through all market cycles.