Sustainable Investing

Aligning your values with your portfolio

Sustainable Investing

Aligning your portfolio with your values

Investors around the world are increasingly interested in ways to use their capital to help support and achieve positive environmental and social outcomes.

 

Decoding the Elements of Sustainable Investing

At J.P. Morgan we use the term “sustainable investing” to describe approaches that incorporate both financial and ethical concerns into an investment strategy.

Detailed below we have identified five pathways, which may be used alone or in varying combinations. As with any investment strategy, these approaches may change as investment goals and opportunities evolve.

Aubre Clemens, Manager Selection Due Diligence Team, J.P. Morgan

A Spectrum of Investment Approaches

Exclusionary Screening

Avoid investing in companies and sectors that do not align with your values

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Environmental, Social and Governance (ESG) Integration

Integrate consideration of environmental, social and governance issues into your investing approach or portfolio

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Positive Screening

Proactively select companies identified as positive performers on certain ESG measures

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Thematic Investing

Focus your investments according to your interest in specific sectors or innovations

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Impact Investing

Invest in specific companies, organizations or funds that are doing work you want to support

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Sustainable investing now accounts for more than 1 out of every 5 dollars under professional management.

US SIF report, Trends 2016

 

“Investing sustainably no longer means you have to sacrifice returns.”

Matt Arnold, Global Head of Sustainable Finance, JPMorgan Chase & Co.

 

Learn How You Can Engage

Getting involved: NatureVest—an initiative of The Nature Conservancy—identifies investments designed to protect and restore land and water ecosystems. J.P. Morgan is a founding sponsor and strategic advisor.

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

For More Information on Socially Responsible Investing (SRI)

Additional J.P. Morgan Resources

Endowments & Foundations Group

The Endowments & Foundations Group at J.P. Morgan works with not-for-profit organizations across the globe to help with their complex investment and financial management needs.

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The Philanthropy Centre at J.P. Morgan

The Philanthropy Centre at J.P. Morgan offers advice, learning opportunities and peer-to-peer networking to help make philanthropy a vital and effective force.

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