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Our Approach

Investors partner with J.P. Morgan Asset Management for our broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market capitalizations and regions. To ensure that the best ideas are leveraged across our entire offering, we support multiple processes and strategies—across U.S., international, global, regional and emerging markets—to meet the full complement of our clients' investment needs.
 
Respected authority: With a broad and deep global platform, our position as a leader in the global equity marketplace reflects our experience and our resources dedicated to active management.
 
Deep legacy: For more than 50 years, we have provided equity solutions to a broad range of institutional investors: corporate and public pension plans, insurance and health care organizations, endowments, foundations, and Taft-Hartley plans.
 
Disciplined risk management: We apply a firmwide methodology with a common language for identifying and monitoring risk metrics.
 
Information advantage: Analysts and portfolio managers engage in collaborative cross-border dialogue between different teams and regions to ensure that the best ideas and insights are leveraged across our entire offering.


Capabilities


Europe

Our Europe Equity portfolios seek to deliver long term returns that exceed the benchmark. They aim to achieve this by following either our Behavioural Finance Process or Research Driven Process.

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Global / EAFE

We offer multiple international and global strategies that fall under three distinct platforms: Manager Driven Platform, Research Driven Platform, and Behavioral Platform. Each platform has separate portfolio management teams, separate research teams that support them, along with different investment processes and philosophies.

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Global Emerging Markets

Our platform allows investors to access Emerging Markets (EM) and their many advantages. The case for EM can be distilled into: an expansive opportunity set, inevitable growth and performance.

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Japan

We have have investment professionals in 19 locations around the world and have been investing in Japanese equities since 1986.

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Pacific Basin

Our locally-based Pacific Regional Group (PRG) has a long and successful track record, with over 40 years’ experience in the region. Today we are one of the largest asset management companies operating in Asia.

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REITs

REITs own, manage, and develop property. Our REITs platform provides portfolios exposure to the investment performance of commercial real estate. Like real estate, REITs offers investors an interesting blend of bond and equity characteristics.

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U.K.

Our UK Equity portfolios seek to deliver long term returns that exceed the benchmark. They achieve this through bottom up stock selection leveraging a behavioral finance investment approach.

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U.S. Behavioral Finance

Our Behavioral Finance Team employs a disciplined and dispassionate hybrid investment process that blends the best of quantitative and qualitative research.

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U.S. Core

U.S. Core portfolios seek to deliver long-term returns that exceed the benchmark, primarily through bottom-up stock selection leveraging the fundamental insights of our dedicated team of career research analysts. These strategies are benchmark-aware, risk aware and range from enhanced index to 130/30 extension strategies.

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U.S. Growth

Our U.S. Growth platform has multiple offerings across the capitalization spectrum to meet client needs.  Each Strategy is based on fundamental research, risk management and maintaining a true "growth" bias.
 

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U.S. Small Cap

Our Behavioral Finance U.S. Small Cap Team employs a disciplined and dispassionate hybrid investment process that blends the best of quantitative and qualitative research.

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U.S. Value

We offer a broad range of U.S. value strategies that have generated strong risk adjusted returns. We employ a bottom-up fundamentally driven investment approach to construct our portfolios. Our value strategies range from lower beta income to focused, to "go anywhere" portfolios, all of which aim to buy undervalued cash flow streams.

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years with
J.P. Morgan
years
Experience