[MUSIC PLAYING] At JP Morgan Asset Management, our clients are at the center of everything we do. We have built a suite of resources aligned with every facet of the client experience from seasoned client advisors and servicing teams to the Guide to the Markets and Eye on the Market, and most recently, Morgan Institutional, all designed specifically with the goal of helping clients reach their investment objectives.

Delivering best in class client service has always been a key focus for us, and we consistently ask ourselves, how can we add value and help you achieve your objectives? What do you need most from us? How do you want to interact with us?

For every client, we construct an integrated team model with the goal of providing a dedicated team to service a client's investment and relationship needs. Each member of a client's JP Morgan Asset Management team, whether it be a client advisor, client account manager, investment specialist, or portfolio manager, works collaboratively within this framework to help you achieve your goals.

Hi, I'm Blake Morris, a client advisor at JP Morgan Asset Management. At JP Morgan, we assemble a full integrated team to serve the entire range of your investment and operational needs. At the center of your team is a JP Morgan client advisor. We are your key point of contact and responsible for ensuring that your client experience is seamless.

As client advisors we strive to build a deep understanding of your organization's objectives so that we can be highly selective in delivering only the best of Morgan's research and investment insights that are most relevant to you. We truly pride ourselves on this close coordination with our clients. Through this partnership, your client advisor can help you or your organization to identify or structure investment portfolios that meet your specific return targets and risk tolerances.

Now, during the portfolio construction process, your client advisor will work alongside an investment specialist, and together, we'll help to translate your investment goals to our team of portfolio managers who will then construct an asset allocation and investment guidelines that achieve your long-term objectives. I'll now turn it over to Scott who will tell you about the role of a client account manager.

Hi, I'm Scott Rubin, and I'm a client account manager. As a client account manager, we're the day-to-day contact from the onboarding through the life cycle of the relationship. We're here to answer your operational questions and help you get through your legal, administrative, and general servicing needs.

We partner with your JP Morgan's coverage team to provide best in class client service and act as your liaison to the broader operations of the firm. We'll work with clients to put in place appropriate reporting and account-level servicing through digital solutions like our Morgan Institutional platform.

Additionally, your client service team conducts periodic service reviews to get your input and insight into how we can improve and be the best service provider in the industry. Now I'll pass things over to David Kelly to talk about insights.

Hello, I'm David Kelly, Chief Global Strategist here at JP Morgan Asset Management and the head of our Global Market Insight Strategy team. Our team with 27 market research professionals in 12 countries is ready to serve you from all corners of the globe. Generating valuable investment insights through focused research is at the core of what we do. But it's equally important to us that we present these insights in a manner that is vivid, memorable, and clear.

This is the philosophy that underlies our Guide to the Markets, which is updated daily, and which is now produced in 7 different versions in 12 languages and distributed in 33 countries around the world. It also underlies our sister publication, the Guide to Alternatives as well as our conference calls publications and market commentary.

Hundreds of clients dial in each quarter to hear David Lebovitz and senior investors from our alternatives team review the Guide to Alternatives. Within 24 hours of a market event, we have a written response and/or a conference call to share with you and your colleagues.

In addition to market insights, you have access to Michael Cembalest and his team and their research on the coronavirus, politics, and investment teams. The Eye on the Market publications are viewed by over 1,000 of you every month. Additionally, you can leverage our long-term capital market assumptions now in its 25th year.

If you have questions on the markets and investing, please reach out to JP Morgan coverage team. We're here to answer your questions. Now you'll hear from Igor Portman who will discuss our technology platforms spectrum and Morgan Institutional.

Hello, my name is Igor Portman, and I'm the Spectrum Product Owner. Our business and investment solutions we manage for clients are run in our proprietary platform called Spectrum. Spectrum brings together our investment capabilities across products, including comprehensive risk management, investment analytics, trading, operations, and client service. Combining key investment and servicing functions on one platform makes us collectively smarter investors, more flexible and precise in implementing solutions, and helps us work together to better serve you our clients.

Spectrum is built on top of a robust data and analytics framework, which enables us to rapidly back test asset allocation and security selection ideas, recalculate portfolio characteristics in real time, and then implement those investment decisions by integrated trading functionality.

The investment engines on the platform are underpinned by a common research and collaboration capability bringing together qualitative and quantitative insights from research analysts and investors around the globe. This collaboration helps us recognize opportunities faster and incorporate those in clients' portfolios. Risk management capabilities are also directly integrated in Spectrum allowing portfolio managers and independent risk directors to monitor hundreds of risk and exposure metrics.

While our focus is always on investment performance, we recognize the importance of delivering client service excellence. Your integrated JP Morgan team comprised of your client advisor, your account manager, and the investment specialists utilize Spectrum to deliver investment reporting, efficiently manage operational processes, and respond to your queries.

We continually enhance our capabilities in Spectrum, and our current focus areas include improving our ability to derive insights from constantly growing volumes of data, developing portfolio optimizes to handle our client's unique guidelines and investment constraints, and finally, integrating JP Morgan Investment Bank's Derivatives platform to give us an edge in overlay and risk management. We also know that alternative investments are of increasing importance for many clients so we're building closer integration and developing differentiated analytics for that product suite.

We recently launched a digital client platform called Morgan Institutional. Our goal with Morgan Institutional is to create a platform with simplicity and convenience for our institutional clients. Morgan allows you to use your browser, your tablet, or your smartphone to access all the account information, including holdings, transactions, performance data, so your personalized portfolio leadership can quickly action processes, such as cash movement or account openings.

We also now are rolling out plan level and general account analytics to help clients evaluate and make excellent location decisions. With Morgan, our partnership is more transparent, efficient, and lasting. All of our platforms benefit from JP Morgan's unmatched investment in cybersecurity, global resiliency, and platform stability.

[MUSIC PLAYING]

[MUSIC PLAYING] Hello. I'm David Kelly, Chief Global Strategist here at JP Morgan Asset Management, and the head of our Global Market Insights Strategy Team. Our team with 27 market research professionals in 12 countries is ready to serve you from all corners of the globe.

Generating valuable investment insights through focused research is at the core of what we do. But it's equally important to us that we present these insights in a manner that is vivid, memorable, and clear. This is the philosophy that underlies our Guide to the Markets, which is updated daily, and which is now produced in seven different versions in 12 languages and distributed in 33 countries around the world.

It also underlies our sister publication, The Guide to Alternatives, as well as our conference calls, publications, and market commentary. Hundreds of clients dial in each quarter to hear David [? Lebovitz ?] and senior investors from our Alternatives team review The Guide to Alternatives. Within 24 hours of a market event, we have a written response and/or conference call to share with you and your colleagues.

In addition to market insights, you have access to Michael [? Cembalest ?] and his team and their research on the coronavirus, politics, and investment themes. The Eye on the Market publications are viewed by over 1,000 of you every month. Additionally, you can leverage our Long-Term Capital Market Assumptions, now in its 25th year. If you have questions on the markets and investing, please reach out to JP Morgan Coverage Team. We're here to answer your questions.

[MUSIC PLAYING]

[MUSIC PLAYING] Hi, I'm Blake Morris, a client advisor at JP Morgan Asset Management. At JP Morgan, we assemble a full integrated team to serve the entire range of your investment and operational needs. At the center of your team is a JP Morgan client advisor. We are your key point of contact and responsible for ensuring that your client experience is seamless. As client advisors, we strive to build a deep understanding of your organization's objectives so that we can be highly selective in delivering only the best of JP Morgan's research and investment insights that are most relevant to you.

We truly pride ourselves on this close coordination with our clients. Through this partnership, your client advisor can help you or your organization to identify or structure investment portfolios that meet your specific return targets and risk tolerances. Now, during the portfolio construction process, your client advisor will work alongside an investment specialist. And together, we'll help to translate your investment goals to our team of portfolio managers, who will then construct an asset allocation and investment guidelines that achieve your long-term objectives. I'll now turn it over to Scott, who will tell you about the role of a client account manager.

Hi, I'm Scott Rubin, and I'm a client account manager. As client account manager, we're the day-to-day contact from the onboarding through the life cycle of the relationship. We're here to answer your operational questions and help you get through your legal administrative and general servicing needs. We partner with your JP Mortgage Coverage team to provide best-in-class class client service and act as your liaison to the broader operations of the firm. We'll work with clients to put in place appropriate reporting and account level servicing through digital solutions like our Morgan Institutional platform. Additionally, your client service team conducts periodic service reviews to get your input and insight into how we can improve and be the best service provider in the industry.

[MUSIC PLAYING]

Hello, my name is Igor Portman, and I'm the Spectrum product owner. Our business and investment solutions we manage for clients are running on a proprietary platform called Spectrum. Spectrum brings together our investment capabilities across products, including comprehensive risk management, investment analytics, trading, operations, and client service. Combining key investment and service and functions on one platform makes us collectively smarter investors, more flexible and precise in implementing solutions, and helps us work together to better serve you, our clients.

Spectrum is built on top of a robust data and analytics framework, which enables us to rapidly back test asset allocation and security selection ideas, recalculate portfolio characteristics in real time, and then implement those investment decisions by integrated trading functionality. The investment engines on the platform are underpinned by common research and collaboration capability, bringing together qualitative and quantitative insights from research analysts and investors around the globe. This collaboration helps us recognize opportunities faster and incorporate those in clients' portfolios.

Risk management capabilities are also directly integrated in Spectrum, allowing portfolio managers and independent risk directors to monitor hundreds of risk and exposure metrics. While our focus is always on investment performance, we recognize the importance of delivering client service excellence. Your integrated JP Morgan Team comprised of your client advisor, your account manager, and investment specialists utilize Spectrum to deliver investment reporting, efficiently manage operational processes, and respond to your queries.

We continually enhance our capabilities in Spectrum and our current focus areas include improving our ability to derive insights from constantly growing volumes of data, developing portfolio optimizers to handle our client's unique guidelines and investment constraints, and finally, integrating with JP Morgan investment bank's derivatives platform to give us an edge in overlay and risk management. We also know that alternative investments are of increasing importance to many clients. So we're building closer integration and developing differentiated analytics for that products.

We recently launched a digital client platform called Morgan Institutional. Our goal with Morgan Institutional is to create a platform with simplicity and convenience for institutional clients. Morgan allows you to use your browser, your tablet, or your smartphone to access all the account information, including holdings, transactions, performance data, so your personalized leadership quickly action processes such as cash movement or account openings.

We also now are rolling out plan level and general account analytics to help clients evaluate and make asset location decisions. With Morgan our partnership as more transparent, efficient, and lasting. All of our platforms benefit from JP Morgan's unmatched investment in cybersecurity, global resiliency, and platform stability.