Separately Managed Accounts - J.P. Morgan Asset Management
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SEPARATELY MANAGED ACCOUNTS

We provide carefully constructed, individually customized portfolios that align with your parameters for security, returns, risk tolerance and cash flow needs.

CRITICAL ELEMENTS OF OUR SEPARATELY MANAGED ACCOUNTS

Customization

Individually tailored to meet an investor’s specific needs.

Risk management

Robust fiduciary culture and rigorous credit analysis.

Streamlined launch

Strong structure, thorough implementation, and documentation.

Adaptability

Realigning, as needed, to changing interest rate and credit environments.

DEDICATED CLIENT TEAM

 

Client Advisor

Responsible for understanding goals and objectives in order to provide strategic advice on investment allocation and portfolio structure.



Client Account Manager

Responsible for executing onboarding, interfacing with third parties, managing operational aspects, and working in conjunction with the Internal Client Advisors on all account-related matters.


 

Portfolio Manager

Responsible for day to day portfolio management. Employs robust risk management and rigorous credit analysis to manage and invest in securities.



Investment Specialist

Facilitates connectivity between you and portfolio managers and serves as a specialized source of product strategy, investment process, and market knowledge.


SEPARATE ACCOUNT REPORTING PARTNER: CLEARWATER ANALYTICS





Clearwater Analytics offers a web-based, fully integrated investment accounting and performance reporting system specifically designed to address the regulatory and reporting needs of corporations.

Clearwater’s large market presence in the corporate operating fund market will benefit our clients, assisting them with addressing the ever changing regulatory environment.

Learn more about us