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Asset Allocation

By Mark Snyder
A multi-billion dollar pension plan of a large manufacturing corporation expects the return-seeking portion of its portfolio to earn 9.5% at 13% volatility. While this is sufficient to pay PBO cash flows, it is insufficient to pay future service costs without additional contributions. Find out the solution J.P. Morgan recommended for this client.
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Applying Strategic Beta

By Tim Devlin
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor indices.
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Implementing an alternative beta strategy

By Soheil Galal
Alternative beta has transformed the way investors access alternative Investments as these strategies provide liquidity, low costs and transparent exposure to hedge fund styles.  This case study discusses how investors can implement alternative beta investments to their portfolios.
 
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Designing a liability driven investment (LDI) strategy

Investors can help balance investment risks to offset liabilities and improve funded status through appropriate LDI investment strategies.  This case study reviews how a better understanding of risk appetites, objectives and goals can lead to implantation of a LDI investment strategy.
 
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Managing Complexity

By Maddi Dessner
This case study reviews how we advocate portfolio diversification across credit, alternatives and equity by partnering with Endowments & Foundations (E&Fs) to meet their objectives.
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Building a global real assets portfolio

By Bernie McNamara
In this case study, we share how investors can implement the Realization by adding private real assets to pension plan allocations.
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This Case Studies section is a tool for organizations to experience how J.P. Morgan’s global investment professionals have addressed several common needs and challenges that our clients have encountered. Through a three-step approach, each Case Study discusses the overarching challenge, J.P. Morgan’s investment approach, and the solution our clients receive.

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