Proactive risk management to drive performance
Highly disciplined risk management and risk budgeting are essential to our entire investment process. Dedicated risk managers interact with the Portfolio Management team to analyze each trade before it is implemented. In addition to calculating and tracking traditional industry-wide measures of portfolio risk and risk efficiency, the nature of our investments and frequency of underlying performance updates dictate a customized risk management approach. This includes setting a risk budget, measuring its utilization and stress testing portfolios. Our integrated risk management process gives the team greater insight into the sources of portfolio risk, helping us to identify the risk-based factors that ultimately drive performance based on our market view.
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.
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.