Target Date Strategies

No two retirement savers are alike. Which is why the JPMorgan SmartTretirement Funds use a deep understanding of participant behavior to meet individuals' needs.

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At J.P. Morgan, the focus of our SmartRetirement Target Date strategies is on retirement outcomes. Our aim is to help participants attain the income-replacement levels they need to enjoy comfortable post-employment lifestyles. We seek to achieve these outcomes by delivering consistent risk-adjusted returns throughout participants’ retirement investment horizon.

A range of solutions to meet a variety of needs

Our target date series can be delivered as both active and passive-blend package strategies, as well as customized glide path solutions to meet the unique needs of our clients.

JPMorgan SmartRetirement Funds

J.P. Morgan's approach to an all-in-one diversified investment designed to improve retirement outcomes

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JPMorgan SmartRetirement Blend Funds

Leveraging active and passive strategies in an all-in-one diversified investment.

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Three key truths to help participants achieve their goals

1. People cannot be overlooked 2. Not all glide paths are created equal 3. Consistency is key to retirement secuirty
A deep understanding of participant behavior contributes to a glide path designed to meet individuals' needs for income replacement in retirement. Asset allocation based on a proven investment process with dynamic inputs can deliver optimal glide paths to you and your participants. Our considerable expertise and resources focus on delivering income replacement to your participants.

A dynamic glidepath: Balancing risks at retirement

THE SMARTRETIREMENT GLIDEPATH DESIGN SEEKS TO GET MORE PARTICIPANTS OVER THE "RETIREMENT FINISH LINE"
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Source: J.P. Morgan Asset Management. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.

Helping drive desired outcomes with a broad range of investment strategies

Solutions built with plan sponsor priorities and participant needs and behaviors in mind.

We help drive desired outcomes with a broad range of investment strategies. J.P. Morgan has provided these strategies to the world's most sophisticated institutions and affluent individuals for almost 150 years.

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