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Your mission. Our insights. Building better portfolios.

The Endowments, Foundations and Healthcare Group at J.P. Morgan is a dedicated team focused on helping higher education, non-profit healthcare, non-profit organizations, and foundations achieve their investment goals.

We are committed to understanding our clients' investment objectives and applying our intellectual capital to deliver superior investment outcomes.

More than 160 years of fiduciary and philanthropic experience Over 90 years experience investing with not-for-profit clients $18bn and $29bn in AUM for Endowments & Foundations and Healthcare clients respectively

Investing for a purpose

As a global company, we believe that we have the responsibility to use our expertise and resources to invest in our communities and to help them address the social and environmental challenges they face.

In turn, we have deployed millions of our own capital and catalyzed millions more from our clients and partners into investments aimed at improving the lives of low-income and underserved populations around the world.

Learn about our Social Finance initiatives >

Our clients

Our dedicated team partners with clients to provide a range of investment solutions:

  • Provide capital market return assumptions and implications for strategic asset allocation
  • Lead a fresh risk management approach to optimize overall risk/return of portfolios
  • Customized portfolio analysis that drives long-term portfolio modeling
Source: Institutional Book of Business (Updated June 31, 2018) and Money Market Database as of 4/24/18

Endowments & Foundations: Your mission. Our insights. Making a difference

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Meet the team
Jean Walshe
Client Advisor
Jeff Shields
Client Advisor
Michael Smith
Client Advisor

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