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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
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

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

Voting record

We provide a transparent overview of our voting activities.

See how we voted

Conflicts of interest policy

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

Understand our approach

 

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.

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.
 

This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.

J.P. Morgan Asset Management

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