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    1. Sustainable Investing

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    Sustainable investing

    Plan for the future you want to see

     

    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.

    ESG explained, 7 essentials you need to know

    ESG is the use of environmntal, social, and governance factors to inform investment decisions.

    Read more
    • Understanding EU SFRD
    • ESG Outlook 2022: Asset class views
    • Climate change investment risks: What investors need to focus on
    • Selecting stocks for an environmentally sustainable future

    More sustainable investing insights

    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.

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    Raising the bar on climate transparency and disclosure

    Striving for a new level of climate transparency and disclosure

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    ESG integration

    We systematically assess financially material ESG factors in our investment decisions, across asset classes and regions.

    Find out more
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    ESG-enhanced investment stewardship

    We promote sustainability through engagement with the companies in which we invest.

    Learn how
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    Climate change

    Climate factors represent the biggest source of risk and opportunity for investors in the decades to come.

    See our approach

    Read our full sustainable investing statement

    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.

    Sustainable and Inclusive Economies Framework

    Read about our new framework for outcome-driven products, which aims to identify solution providers driving the transition to a more sustainable future.

    Read more

    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

    View our scorecard >

    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.

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    Our firmwide approaches

    J.P. Morgan Asset Management ‘s approach is separate from JPMorgan Chase & Co. Investment decisions made for J.P. Morgan Asset Management clients may differ from decisions from other JPMorgan lines of businesses.

    Learn More


    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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    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

     

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

     

    INFORMATION REGARDING MUTUAL FUNDS/ETF: Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

     

    J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA  FINRA's BrokerCheck

     

    INFORMATION REGARDING COMMINGLED FUNDS: For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

     

    The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

     

    INFORMATION FOR ALL SITE USERS: J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

     

    NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

     

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    Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://www.jpmorgan.com/privacy.

     

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