Pension Strategy & Analytics Group

Pension strategy and analytics

We combine product-agnostic views, proprietary analytics and deep pension knowledge to develop implementable holistic portfolio solutions.

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Multi-Asset Perspectives: Do policy shifts require a new approach to asset allocation?

J.P. Morgan Asset Management‘s Multi-Asset Solutions (MAS) team allocates capital across global markets against a wide range of client benchmarks and investment objectives. Here, the MAS team shares insights into the macroeconomic trends, market opportunities and key risks that inform our portfolio construction process. In this quarter’s report we focus on the evolution of central bank policy, Japanese equities and public credit; we conclude with a summary of portfolio positioning themes.

CIO Corner with Ash Williams

Andy Palmer, Chief Investment Officer of Maryland State Retirement and Pension System, has a dialogue with Ash Williams, Vice Chair of J.P. Morgan Asset Management, on building leadership teams, the importance of trust, his expectations about the next 20 years and how to get the most out of fund manager relationships.

Multi-Asset Perspectives: Leaning into Risk

J.P. Morgan Asset Management‘s Multi-Asset Solutions (MAS) team allocates capital across global markets against a wide range of client benchmarks and investment objectives. Here, the MAS team shares insights into the macroeconomic trends, market opportunities and key risks that inform our portfolio construction process, with a particular focus on real rates, U.S. small caps and real estate.

CIO Corner with Ash Williams

Vice Chair of J.P. Morgan Asset Management and the former CIO of the Florida State Board of Administration (SBA), recently sat down with NYSTRS CIO Tom Lee to talk about asset allocation, liquidity management and manager selection for the plan’s 430,000 teacher and school administrator members.

CIO Corner with Jason Malinowski

Jason Malinowski, Chief Investment Officer of Seattle City Employees’ Retirement System, discusses why public pension liabilities deserve to play a more central role in portfolio construction, and how liability awareness can help provide a more holistic measurement of performance and total plan risk.

Liability Aware Investing for Public Pension Plans

Formulating the role of liabilities in asset allocation and performance measurement.

Hedge Portfolio Diversification: Does it Still Make Sense?

Through the COVID-19 crisis, the forces driving the benefits of hedge portfolio diversification have endured, if not strengthened.

The 2021 budget proposal’s impact on PBGC premiums

If enacted, the proposed changes would increase PBGC premium costs overall while shifting more of the burden to the most poorly funded plans.

Quarterly Pension Update

We highlight funded status data, macroeconomic trends that impact pension plans and a breakdown of what you need to watch for.

For more information, please email us or contact your J.P. Morgan client advisor.

jpmam.info@jpmorgan.com

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Explore our latest pension commentary

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