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 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.
Building a more sustainable economy
We believe the development of a sustainable and inclusive economy that supports equal opportunities, sustainable ecosystems and operational excellence is in the best interest of our clients, their stakeholders and financial markets at large.
Working together for a sustainable future
We endorse and adhere to industry-wide codes of conduct and principles, and collaborate with peers and other stakeholders on sustainability priorities.
| UN Principles for Responsible Investing | Task Force on Climate-Related Financial Disclosure | Sustainability Accounting Standards Board | Net Zero Asset Managers Initiative |
We have been a signatory of the UNPRI since 2007. As of September 2022, we are rated 5/5 stars for our Investment and Stewardship Policy |
We engage with companies to encourage enhanced disclosure of ESG and climate-related data, in line with TCFD recommendations and SASB standards. |
We are a member of the SASB. We endorse the SASB Materiality Framework and reference it in our investment processes, where appropriate. |
We are a signatory to the Net Zero Asset Managers initiative (NZAMI) and have committed to support investing aligned with the goal of net zero greenhouse gas emissions by 2050 or sooner. |
The UNPRI survey includes modules that solicit information from signatories, including J.P. Morgan Asset Management, on topics including an overall Investment Stewardship & Policy module and a number of modules covering individual asset classes, such as Listed Equity, Fixed Income and Infrastructure. Information is self-reported by signatories, including J.P. Morgan Asset Management, and was not audited by any party, including J.P. Morgan Asset Management, independent public accounting firms or UNPRI. Information on the UNPRI 2021 assessment methodology is available here, along with FAQs on the 2021 reporting cycle here.
*Net Zero Asset Managers Initiative. https://www.netzeroassetmanagers.org/ Note: Fulfilling the NZAMI commitment will be contingent on working in partnership with our asset owner clients. NZAMI Initiative acknowledges that the scope for signatories to invest for net zero depends on the mandates agreed with clients and clients' and managers' regulatory environments. They also acknowledge these commitments are made in the context of our legal duties to clients and unless otherwise prohibited by applicable law.
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.
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