Combine fundamental research with efficient index exposure
Indexed ETF strategies provide predictable, cost-effective core solutions for investors looking to build efficient broad market exposure. However, with equity returns expected to be lower over the long term, investors also need the opportunity to earn excess returns as part of a diversified portfolio.
By blending active stock selection with passive index exposure within a robust environmental, social and governance (ESG) framework, our Research Enhanced Index (REI) Equity ETFs seek positive alpha at low tracking error, providing a range of highly efficient tools that can be used to complement existing core portfolios, add diversification or to implement tactical views.
Invest in the best of active and passive
Our REI approach takes small active positions in stocks based on our proprietary fundamental insights, while also keeping regional, sector and style exposures close to the index at all times to maintain a consistently low tracking error.
The goal is to maximise stock-specific alpha opportunities and to minimise uncompensated market, sector and style risks—all while maintaining a competitive fee.
Aligned with your investment priorities
In a lower return environment, active stock selection and efficient index exposure provide the opportunity to make up any potential return shortfall.
Our fundamental, active approach also allows sustainability to considered in all investment decisions, through engagement with companies and rigorous analysis of ESG factors, as well as by exclusions of controversial sectors.
Introducing our REI Equity ETFs
Our REI Equity ETFs cover all major stock markets and regions, providing efficient index building blocks whether you’re looking to add diversification, gain exposure to our fundamental research, or make tactical changes to portfolio positioning.
JPM China A Research Enhanced Index Equity (ESG) UCITS ETF
Capitalise on locally-based stock research to uncover attractive alpha opportunities in China’s A share market, while also benefiting from low tracking error market exposure and a cost-efficient investment approach.
MSCI China A
40 basis points
Europe Research Enhanced Index Equity (ESG) ETF
Tap into our proprietary European stock research while maintaining cost efficient, low tracking error exposure to pan-European equities.
Global Research Enhanced Index Equity (ESG) ETF
Maintain cost efficient, low tracking error exposure to the MSCI World Index, while benefiting from the stock-level insights provided by our global research analysts.
Global Emerging Markets Research Enhanced Index Equity (ESG) ETF
Share in the expert stock research of our career analysts to target consistent positive excess returns from emerging market equities, at low active risk and in a cost effective manner.
JPM US Research Enhanced Index Equity (ESG) UCITS ETF
Tap into the best of our proprietary US stock research while maintaining cost efficient, low tracking error US index exposure.
Asia Pacific Research Enhanced Index Equity (ESG) ETF
Gain exposure to the long-term return potential of the Asia-Pacific region using a low tracking error, actively managed ETF strategy that is driven by the proprietary research of our locally-based team of stock analysts.
Japan Research Enhanced Index Equity (ESG) ETF
Uncover opportunities in Japan’s under-researched market using an actively managed, cost efficient and low tracking error ETF strategy that is driven by the research output of our Tokyo-based team of stock analysts.
JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF
Capitalise on our eurozone stock research expertise, while maintaining cost efficient, low tracking error exposure to the growth potential of eurozone equities.