A forward-looking approach for a changing world
Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.
We believe environmental, social and governance (ESG) factors will increasingly affect the ability of companies to operate and generate returns, today and over the long term. ESG factors also represent opportunities that investors can capture as companies innovate to build a sustainable future.
ESG integration
ESG integration serves as a foundation for investment decisions across J.P. Morgan Asset Management. We use a proprietary 10-point framework to incorporate material, relevant ESG factors in our active investment processes.
Our Alternatives, Equities, Global Fixed Income, Currency & Commodities, Global Liquidity and Multi-Asset Solutions investment engines have formalised their ESG integration processes for actively managed strategies.
450 integrated strategies
across equities, fixed income, alternatives and liquidity
USD 2.3 trillion
in ESG integrated assets under management
Source: J.P. Morgan Asset Management; data as of 31 March 2021.
Sustainable solutions built on our active heritage
At J.P. Morgan Asset Management, our approach to sustainable investing builds on our long heritage of active management and stewardship, and the expertise of our 200+ analysts, who incorporate ESG factors in their research. We offer a broad range of dedicated sustainable solutions designed to align with the financial goals and values of our clients.
Exclusions
Exclude certain sectors, industries or practices from the portfolio based on specific ESG criteria.
Thematic
Invest with a thematic focus on a UN Sustainable Development Goal or other specific ESG theme.
Positive tilt
Tilted towards sectors, companies or projects with positive ESG characteristics; exclude certain companies based on ESG criteria.
Impact
Invest with the primary goal of achieving specific, positive environmental/social benefits while also delivering a financial return.
Best-in-Class
Invest in companies that lead their peer groups in ESG performance; exclude certain companies based on ESG criteria.
Our commitment to sustainability
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.