OUR APPROACH
The Managed Reserves Strategy is a conservatively managed, short-term, low-volatility strategy, which seeks to provide additional returns in excess of money market funds, while retaining a focus on preservation of principal and liquidity. Clients should consider this strategy if seeking additional returns but do not need the daily liquidity of a money market fund.
Benefits to our clients:
- Flexibility. The strategy can be accessed through mutual funds or ETFs; it can also be utilized in customizable separately managed accounts
- Proven framework. We provide disciplined active management, driven by fundamental research, a focus on duration, sector allocation and security selection decisions
- Accountability. All securities purchased must be approved by the J.P. Morgan global credit research team
DISCIPLINE AT OUR CORE
![Team-People_Circle-icon_Purple_100x100px](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/icon-cards/jpm_am_web_exp-icon_group_g200_card_850x240.png)
EXPERTISE
All portfolios are managed on a team basis. The team has more than 20 years of industry with experience managing through multiple market cycles, most notably the global financial crisis and COVID-19.
![Gear_Circle-icon_Purple_100x100px](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/icon-cards/jpm_am_web_exp-icon_search_b200_card_850x240.png)
PROCESS
The portfolio management team utilizes a rigorous risk management framework and scenario analysis tools to evaluate security and portfolio performance in different environments. This helps determine optimal portfolio positioning on the yield curve and across sectors.
![Check-mark_Circle-icon_Purple_100x100px](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/timeline-icons/jpm_am_web_exp-icon_checkmark_y200_card_850x240.png)
RESULTS
The Managed Reserves Strategy has delivered on all of its objectives through various market cycles. It has a proven 15-year track record of providing incremental returns above those of money market funds while maintaining low volatility.
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/bios/martucci-dave-b200-.png)
Dave Martucci
Portfolio Manager, Global Head of Managed Reserves
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/JPM53636_Neil_Hutchison_B200_100x100px.png)
Neil Hutchison
Portfolio Manager, Managed Reserves Europe
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/jpm_am_web_junker_cecilia_b200_cr_300x300px.png)
Cecilia Junker
Portfolio Manager, Managed Reserves US
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/MCNERNY_James_B200_417x417px.png)
James McNerny
Portfolio Manager, Managed Reserves US
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/bios/kyongsoo-noh.png)
![](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/Aidan-Shevlin_circle_1000x1000_blue200.png)
Aidan Shevlin
Head of International Liquidity Fund Management
Aidan Shevlin, managing director, is Head of International Liquidity Fund Management for J.P. Morgan Asset Management.
![Dave Martucci](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/bios/martucci-dave-b200-.png)
Dave Martucci
Portfolio Manager, Global Head of Managed Reserves
![Neil Hutchison](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/JPM53636_Neil_Hutchison_B200_100x100px.png)
Neil Hutchison
Portfolio Manager, Managed Reserves Europe
![Cecilia Junker](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/jpm_am_web_junker_cecilia_b200_cr_300x300px.png)
Cecilia Junker
Portfolio Manager, Managed Reserves US
![James McNerny](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/MCNERNY_James_B200_417x417px.png)
James McNerny
Portfolio Manager, Managed Reserves US
![Kyongsoo Noh](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/images/bios/kyongsoo-noh.png)
Kyongsoo Noh
Portfolio Manager
![Aidan Shevlin](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/liq/images/common/Aidan-Shevlin_circle_1000x1000_blue200.png)
Aidan Shevlin
Head of International Liquidity Fund Management