Skip to main content
logo
  • Products

    Investment Vehicles

    • ETFs
    • Commingled Funds
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions
    • Commingled Funds

    Capabilities & Solutions

    • ETFs
    • Global Insurance Solutions
    • Liability-Driven Investing
    • Pension Strategy & Analytics
    • Outsourced CIO
    • Retirement Plan Solutions
    • Sustainable Investing
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Portfolio Strategy
    • Sustainable Investing Insights
    • Strategic Investment Advisory Group

    Retirement Insights

    • Retirement Insights Overview
    • Guide to Retirement
    • Defined Contribution
  • Resources
    • Center for Investment Excellence Podcasts
    • Events & Webcasts
    • Insights App
    • Library
    • Taft-Hartley
    • Market Response Center
    • NEW: Morgan Institutional
  • About Us
    • Trusted Asset Manager
    • Diversity, Equity & Inclusion
    • Sustainable Investing
  • Contact us
  • English
  • Role
  • Country
    • Morgan Institutional
    Search
    Search
    Menu
    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

    1. Portfolio Strategy

    • LinkedIn Twitter Facebook Line
    hero-insights-1440

    Portfolio Strategy

    Insights on institutional asset allocation and portfolio construction

    Quick links

    • Allocation Spotlight
    • Corporate Pension Peer Analysis 2022
    • Investment Strategies

    Most popular

    goal

    Pension defrost: Is it time to reopen DB pension plans?

    DB plans offer a tax-advantaged, investment-supported mechanism by which sponsors can finance retirement benefits-an irreplaceable element of delivering retirement security to a modern workforce.

    Learn more
    arrow

    Rethinking the pension plan endgame

    Institutional investors should consider pension stabilization as an alternative to the widely adopted industry model of glide path-derisking and hibernation.

    Learn more
    sliders

    The second-mover advantage

    Secondaries offer investors more than a safety valve in periods of volatility. They can help manage risk and fine-tune exposures across time, while adding differentiated return streams that are not available elsewhere.

    Learn more

    Latest updates

    Allocation Spotlight

    Monthly Series

    Jared Gross, Head of Institutional Portfolio Strategy, aims to shed light on asset allocation themes that can help investors achieve their portfolio objectives.

    Explore now
    Center for Investment Excellence podcasts

    Podcasts

    Listen to our investment experts discuss various topics—from macroeconomic news to alternatives and much more.

    Listen now

    Explore More

    MULTI-ASSET

    Strengthening global tactical asset allocation in a tumultuous time

    Discover our framework for tactical asset allocation and uncover its potential benefits in a period of shifting monetary policy.

    Learn more
    ALTERNATIVES

    Infrastructure returns: resilient and supported by income

    Nick Moller, Investment Specialist in the Infrastructure Investments Group, discusses the private infrastructure market, how it performed in 2020 and what to expect in 2021 and beyond.

    Learn more
    ALTERNATIVES

    Improving portfolios’ equity diversification with hybrid alternative assets

    Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.

    Learn more

    Hear from our experts

    Tapping into Capital Efficiency

    Jared Gross, Head of Institutional Portfolio Strategy, discuss how adopting capital-efficient investment strategies can increase the power of portfolios to meet long-term objectives in today’s low-return environment without excessive market risk or illiquidity.

    Access the replay

    Now is the time for diversification in hedge portfolios

    Jared Gross, Head of Institutional Portfolio Strategy, and Michael Buchenholz, Head of U.S. Pension Strategy, discuss trends from across the 100 largest corporate pension plans including the benefits of timely rebalancing, considerations in allocating to illiquid markets and how diversifying exposures to securitized and alternative assets will play an increasingly important role in the future.

    Access the replay

     

    IN THE NEWS
     Featured articles and podcast episodes by Jared Gross, Head of Institutional Portfolio Strategy, J.P. Morgan Asset Management

    Preqin: Core alternatives deliver what public markets cannot >

    Real Assets Advisor: Building real-asset portfolios in an unpredictable economy >

    Pensions & Investments: Anchors and allocations: breaking the grip of 60/40 >

    Pensions & Investments: The third era of LDI: Interesting choices in a world of uncertainty >

    Pensions & Investments: Real assets: A nimble options for institutional investors >


    The Pensions & Investments articles have been created by Crain Communications Inc. and are approved to be shared by J.P. Morgan Asset Management. Crain Communications Inc. is not affiliated with J.P. Morgan Chase & Co or any of its affiliates or subsidiaries.

    • Diversification
    • Liability Driven Investing
    • Asset Allocation
    • Liquidity
    J.P. Morgan Asset Management
    • About us
    • Investment stewardship
    • Privacy policy
    • Cookie policy
    • Binding corporate rules
    • Sitemap
    • Accessibility
    Opens LinkedIn site in new window
    J.P. Morgan
    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    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 INVESTMENT ADVISORY SERVICES:   J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Investment Advisory Services  provided by J.P. Morgan Investment Management Inc.

    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

    Telephone calls and electronic communications may be monitored and/or recorded.

    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.

    If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

    READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

    The value of investments may go down as well as up and investors may not get back the full amount invested.

    Copyright 2023 JPMorgan Chase & Co. All rights reserved.