Impact Investing

Watch Aubre Clemens, Vice President of J.P. Morgan Manager Selection Due Diligence Team, introduce the approach of Impact Investing.


Defining the approach

Impact investing seeks to generate measurable positive social or environmental impact alongside financial return. The most frequent form of investment is private equity or private debt, either via investments in companies or via funds that invest in a portfolio of companies.

Impact investing is still in an early stage of development. As with all private investing, due diligence, manager selection and liquidity are critical considerations.

 

Our capabilities

Investors can approach impact investing in a variety of ways, across asset classes, sectors and geographies. To help align your portfolio with your values, we offer:

  • Private investments
 

Case Study: Engaging families in the conversation*

PORTFOLIO GOALS: A client wanted his portfolio to reflect his social commitments. He also wanted to involve his children in impact investing, but they were initially disinterested.

OUR APPROACH: The client invested in a social-impact private equity fund focused on sustainability, health and wellness, and community building. Since these were also his children’s social passions, he hoped they would come to support this investment direction over time.

*All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as recommendations. They are based on current market conditions that constitute our judgment and are subject to change. Results shown are not meant to be representative of actual results. Past performance is not a guarantee of the future performance of an investment.

Exclusionary Screening

Access to:

  • Mutual funds
  • Separately managed accounts
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Environmental, Social and Governance (ESG) Integration

Access to:

  • Mutual funds
  • Separately managed accounts
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Positive Screening

Access to:

  • Exchange-traded funds
  • Mutual funds
  • Separately managed accounts
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Thematic Investing

Access to:

  • Fixed income securities
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Impact Investing

Access to:

  • Private investments
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Connect with us
Contact your J.P. Morgan Representative to learn how we can help.

IMPORTANT INFORMATION

While investments in private equity funds provide potential for attractive returns, access to opportunities not available in the public markets and diversification, they also present significant risks including illiquidity, long-term time horizons, loss of capital and significant execution and operating risks that are not typically present in public equity markets. Private equity funds typically have a 10-15 year term and will begin to monetize investments after holding them for 4-5 years.

This material is for information purposes only, and not an offer or solicitation to enter into a transaction. The information contained in this material should not be relied upon in isolation for the purpose of making an investment decision. Investors are urged to consider carefully whether the products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) and strategies discussed are suitable to their individual needs. Investors must also consider the objectives, risks, charges, and expenses associated with the investment product or strategy prior to making an investment decision.

More complete information is available from your J.P. Morgan representative, and you should be aware of the general and specific risks relevant to the matters discussed in the material.