J.P. Morgan Asset Management Announces Liquidation of Two Exchange-Traded Funds
Funds are expected to liquidate Winter 2023
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Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their long-term goals in the way that’s best for them.
Technology powers every aspect of what we do to help our clients succeed. We continuously advance the state-of-the art to bridge the gap between ideas and reality to build stronger portfolios.
We keep our finger on the pulse of every major market to help you see the present with clarity. We anticipate economic trends, see correlations, and identify risks that others might miss, sharing our perspective continuously through applied intellectual capital.
Our research-led approach is continually evolving to consider everything material to a company’s ability to thrive for the long term – including financially material environmental, social, and governance factors. We believe that when companies and other security issuers manage these factors well, they are more likely to be efficient, less exposed to regulatory and reputational risk, and offer opportunities for our client portfolios. It’s simply how we live up to our long heritage as active managers in sync with the world’s pace of change.
1 In actively managed strategies deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
We believe that inclusive cultures foster better outcomes—for our teams, our clients, and the communities we serve. Having effective diversity, equity and inclusion programs positions us well to attract and retain the best talent, generate the best ideas and deliver the best results.
As stewards of the financial assets entrusted to us by our clients, we provide investment insights that take into consideration financially material factors impacting the value of our investments today and in the future, including sustainability risks. Through our sustainable investing solutions, we offer products that seek to meet financial goals while also meeting client objectives for sustainable outcomes.
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*JPMAM employee in location. | 1. Data is updated annually; as of June 30, 2022. | 2. Morningstar; as of September 30, 2022. | Source: J.P. Morgan Asset Management; as of September 30, 2022.
Note: AUM as of September 30, 2022.
Source: J.P. Morgan Asset Management; as of September 30, 2022. Due to rounding, data may not always add up to the total AUM. AUMs shown do not include custom glide path and retail advisory assets.
1 AUM by asset class includes AUM managed on behalf of other investment teams. 2 iMoneyNet Fund Analyzer, iMoneyNet and iMoneyNet Offshore; based on AUM data as of September 30, 2022. 3 Includes $22bn of Solutions Direct AUM. 4 Morningstar, US Fund Target Date categories. Analyst rating as of March 2020; applies to SmartRetirement and SmartRetirement Blend mutual funds only. The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by various Morningstar, Inc. subsidiaries (“Manager Research Group”), which, in the U.S., is Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. Funds are evaluated based on five key pillars – process, performance, people, parent and price – to determine how they may likely perform relative to a benchmark over the long term on a risk-adjusted basis. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A rating of Gold, Silver or Bronze reflects the expectation of a fund's prospects for outperformance. The expectations and methodologies differ between active and passive funds. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. For more details about Morningstar’s Analyst Rating, including its methodology, go to https://shareholders.morningstar.com/investor-relations/governance/Compliance--Disclosure/default.aspx.The Morningstar Analyst Rating should not be used as the sole basis in evaluating a fund, involves unknown risks and uncertainties that may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and should not be considered an offer or solicitation to buy or sell the fund. 5. Others represent 55ip, Derivatives.
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