Investment Philosophy
Our investment insights and solutions put into practice
The JPMorgan Access Funds (the “Funds”) have been specifically designed to reflect the same strategic and tactical thinking that underlie J.P. Morgan’s recommended private client investment portfolios.
The Funds are multi-asset class, multi-manager portfolios that thoughtfully integrate traditional equity and fixed income investments with alternative solutions across global markets. Through the Funds, investors experience J.P. Morgan’s disciplined portfolio construction and risk management, along with the benefits of our firm’s global strength and influence.
JPMorgan Access Funds give investors access to:
- Diversified multi-asset class, multi-manager portfolios with daily liquidity
- Strategic insights and tactical solutions based on J.P. Morgan's highest-conviction ideas for its private clients
- Experienced investment team and rigorous portfolio construction and risk management processes
- Wide array of investment styles and strategies, including structured strategies and alternative assets
Experienced portfolio team
The multi-asset class portfolio management team is comprised of senior portfolio managers, risk managers and quantitative research and derivatives specialists.
Private Banking
J.P. Morgan offers expertise across wealth management disciplines to help clients advance toward their goals.
The insights J.P. Morgan brings to bear are the results of more than 160 years of experience helping individuals and their families grow, manage and sustain their wealth to ultimately leave a lasting legacy.