Thematic Investing

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


Defining the approach

Thematic investing is a sustainable investing approach that targets specific social or environmental issues. Investors seek companies and funds that provide strategies to sustainability-related issues such as clean/alternative energy, water, agriculture, education or healthcare. Like other methods of sustainable investing, the thematic process helps investors support issues that are important to them while pursuing investment returns from evolving social and environmental trends.

 

 

 

Our capabilities

You can invest thematically in a variety of ways, across industries and companies. To help align your portfolio with your values, we offer:

  • Fixed income securities
 

Case Study: Investing in Green Bonds*

A high-net-worth investor wanted to build a more diversified fixed income portfolio while also supporting development efforts in his local community in Latin America.

PORTFOLIO GOALS: To generate consistent levels of income while also giving back to the community.

OUR APPROACH: We advised the investor to reallocate a portion of his portfolio to “Green Bonds” that invest in water and low-income housing.

*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
   Learn More 
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.