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. Institutional Allocation Spotlight

    • LinkedIn Twitter Facebook
    gray

    Allocation Spotlight

    Commentary, insights and strategic perspectives for today's institutional investors

    QuickLink

    • Paper summaries
    • Suggest a topic

    In a period of uncertainty, institutional investors are facing a myriad of challenges. The Allocation Spotlight aims to shed light on asset allocation themes that can help investors achieve their portfolio objectives.

    Jared Gross

    LATEST COMMENTARY

    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.

    Read more

    Profit with purpose: Investing in climate innovation

    Climate change is a real, urgent and complex problem requiring innovative solutions. The global response from policymakers, private enterprise and individuals creates opportunities for investors.

    Read more

    A dose of wisdom from Ash Williams

    As we are currently in that time of year when many investors are setting strategy for 2023 and beyond, we are devoting the first Allocation Spotlight of 2023 to a conversation with Ash Williams, J.P. Morgan Asset Management’s Vice Chair of Asset Management.

    Read more

    An allocator’s view of today’s bond market

    Current yields and long-term expected returns from fixed income are more compelling than at any time in recent memory. Finding ways to capitalize on this environment will make a huge difference in reaching investment objectives.

    Read more

    Crossing the border

    Investing should not stop at the border. The broad opportunity set and differentiated sector exposure available in offshore markets, along with the tailwind of normalizing exchange rates, offer risk diversification and attractive alpha potential.

    Read more

    The LDI Reset

    Diversifying a hedge strategy across multiple underlying benchmarks and allocating to the most skilled managers in each is likely to offer better risk-adjusted performance and higher alpha.

    Read more

    Unlocking the full potential of private strategies with an active liquidity pool

    Building a shadow liquidity pool that blends liquidity, stability and return will allow investors to manage cash flows without return drag, sidestep rebalancing challenges and ultimately make it easier to achieve the return targets for which private investments were chosen.

    Read more

    Raising the bar for rebalancing

    Simple mechanical rebalancing, unless structured correctly and applied narrowly, has the potential to damage performance

    Read more

    Beyond the core: A new model for allocations to fixed income supersectors

    As the market transitions through a phase of inflation and rising rates, investors have an opportunity to reorient their fixed income strategy while taking advantage of a far more diverse opportunity set.

    Read more

    Crowding-in, feedback loops and tipping points: The self-sustaining case for ESG

    The alignment of vast pools of long-term capital with environmental, social and governance principles has the potential to generate positive returns for both society and portfolios.

    Read more

    New Pathways to Income: Optionality

    Combining disciplined call-writing with an active low volatility equity portfolio can provide institutional investors with a new and diversifying source of income.

    Read more

    New pathways to income: Taking advantage of capital structure

    Capital structure is an underutilized mechanism for generating income and the benefits real estate mezzanine debt offers investors, including attractively priced assets and superior risk diversification.

    Read more

    Enhancing Tactical Flexibility with ETFs

    The combination of using a highly liquid ETF vehicle alongside a traditional separate account may allow for both optimal liquidity management and active alpha generation.

    Read more

    The ABCs of capital-efficient investing: Alpha, beta and collateral

    Opportunities to add return in a low return world may be too valuable to pass up. Investors should consider the potential use of leverage to enhance the efficiency of scarce capital.

    Read more

    Private Equity: Braced for a turn in rates?

    A key question for investors today is how they should position their private equity portfolios for the next decade, given some tailwinds may soon turn into headwinds.

    Read more

    Defense and offense in pension hedging

    In seeking to protect hedge portfolios from credit downgrades and defaults, adding high quality long duration and an active high yield strategy may help make LDI programs more resilient.

    Read more
    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.