Approaches to Sustainable Investing and ESG
J.P. Morgan Asset Management is committed to acting in its clients’ best interests consistent with our fiduciary duty, client goals, and legal requirements.
We offer environmental, social and governance (ESG) focused products that seek to meet financial goals while also meeting client objectives for sustainable outcomes through our sustainable investing solutions.
We also offer strategies and products singularly focused on financial goals and objectives. As we strive to meet these objectives, managing financially material ESG risks and opportunities is an important part of our investment processes. J.P. Morgan Asset Management ‘s approach is separate from JPMorgan Chase & Co.
Insights informed by data and research
Our sustainable investing insights draw on the breadth and depth of our research platform to explore the implications of ESG risks and opportunities for investors.
Our commitment
As stewards of the assets entrusted to us by our clients, we take into consideration factors impacting the value of our investments. We are a signatory to the United Nations Principles for Responsible Investing and Net Zero Asset Managers initiative and other initiatives that we believe further the interests of our clients, today and in the future.
Risk summary
Investing on the basis of sustainability/ESG criteria involves qualitative and subjective analysis. There is no guarantee that the determinations made by the adviser will align with the beliefs or values of a particular investor. Companies identified by an ESG policy may not operate as expected, and adhering to an ESG policy may result in missed opportunities.
Disclosures for California clients:
This disclosure is provided under Section 44475.2 of Division 26 of the California Health and Safety Code. J.P. Morgan Asset Management has set its voluntary interim target for the proportion of assets to be managed in line with the attainment of net zero emissions by 2050 or sooner. Information concerning JPMAM’s interim target including information concerning how interim progress toward the target will be measured is available at https://www.netzeroassetmanagers.org/signatories/j-p-morgan-asset-management/. Information concerning JPMAM’s progress with respect to the target for the calendar year 2022 has been reported as part of the UN PRI survey and will be made publicly available following public release by UN PRI of a report specific to such targets. This information has not been verified by an independent third party.
JPMAM is a fiduciary to its clients with a singular focus to act in their best interests. JPMAM takes a thoughtful approach when making investment decisions and looks to consider the impact of the net zero transition where we believe such impact to an investment is financially material to the long-term performance of a portfolio and where consistent with the account’s strategy and investment guidelines. JPMAM’s net zero commitments do not change its existing portfolio strategies and do not constrain the investment universe of client accounts or require divestment. JPMAM’s ability to meet its voluntary net zero target is dependent on sustained and consistent government policy, accelerated technological breakthrough and adaption in corporate business models. JPMAM aims to achieve the interim targets through engagement with issuers on setting their own credible science-based net zero targets. We will support these companies in the process of setting these science-based (SBTi-validated or equivalent, as determined by JPMAM) net zero targets.
Disclaimer – Section 44475.2 of Division 26 of the California Health and Safety Code (“AB 1305”) is new. It is uncertain whether and how it applies to JPMAM. JPMAM has prepared this information for purposes of AB 1305, but by posting this information on its website, JPMAM is not conceding that any specific item is required to be disclosed or waiving any arguments about the interpretation of AB 1305. JPMAM’s approach to providing information in response to AB 1305 could change over time. Additional information may be available in other reports and/or public filings.
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