| Risk-based | Outcome-oriented | |||
|---|---|---|---|---|
| STRATEGIC | TACTICAL | ABSOLUTE RETURN | INCOME | |
| Investment approach | Benchmark-oriented models for clients who prefer a buy and hold investment approach | Flexibly adjusts portfolio allocations as short-term market opportunities arise | Low volatility approach that seeks to outperform cash by 2-3% over a full market cycle | Targets yield-paying investments to pursue a consistent income stream |
| Investment goal | Generate wealth | Generate wealth Preserve capital |
Preserve capital | Generate income |
| Portfolio holdings | ETF only Mutual fund/ETF blend |
Mutual fund only ETF only |
Mutual fund only | Mutual fund only Mutual fund/ETF blend |
| Geographic diversification | Global U.S.-only |
Global | Global | Global |
| Tax-aware Version available | No | Yes | No | No |
| RISK/RETURN PROFILES | ||||
| Conservative |  |
|
|
|
| Moderate | |
|
|
|
| Growth | |
|
|
|
| Aggressive | |
|
||
Skip to main content
Financial Professional Login
Welcome
Log in for exclusive access and a personalized experience
Benefits of creating a free account
-
Customize our Guide to the Markets and unlock bonus slides -
Utilize our award-winning Portfolio Construction and Retirement Planning Tools -
Access expert commentary from Dr. David Kelly and more...
- Products
-
Investment Strategies
Overview
Education Savings
-
Insights
Overview
ETF Insights
- Tools
- Resources
- About Us
- Contact Us
Financial Professional Login
Welcome
Log in for exclusive access and a personalized experience
Benefits of creating a free account
-
Customize our Guide to the Markets and unlock bonus slides
-
Utilize our award-winning Portfolio Construction and Retirement Planning Tools
-
Access expert commentary from Dr. David Kelly and more...
Search
Menu
Search
You are about to leave the site
Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE
Go Back