Skip Nav

Welcome to Institutional Asset Management |

Change Site

Country: US

Our Thinking
Top of Mind
Investment Resources
Our Clients
- Global Insurance Solutions
- Taft-Hartley Plans
Investment Strategies
Library
Search
Search:

J.P.Morgan Home / Institutional Asset Management / Search Page

Search Result

share
Link RSS
print

Your Search:

Results for:

Retirement
Economy
Asset Allocation
Alternatives
Multi-Asset Investing
Katherine Roy
Clear Filters

Refine by:

Format

Document (2)
Audio (1)

Audience

Defined Contribution Plans (3)
Consultants (1)

Topic

Asset Allocation (2)
Defined Contribution (2)
Economy (2)
Retirement (2)

Refine by Topic

Commodities (1)

Inflation (1)

Markets (1)

Multi-Asset Investing (1)

More >

Asset Class

Multi-Asset Solutions (2)
Global Liquidity (1)

Date

Past Year (1)

People

Katherine Roy (3)
Anne Lester (1)

Sort by: Newest | Oldest | Relevance1/3 of about 3 Results

Three retirement spending surprises
New insights into real-world retirement spending behaviors
Defined Contribution Retirement Multi-Asset Investing
Jan 21, 2019 Katherine Roy Download PDF
Guiding Participants to Better Retirement Outcomes
Podcast on the challenges participants are facing today
Asset Allocation Defined Contribution Economy , [ ... ] Inflation Markets Retirement
Feb 16, 2017 Katherine Roy Download PDF
No one is average
Why averages can mislead in retirement plans-and how to move beyond them
Asset Allocation Commodities Economy
Jun 02, 2016 Anne Lester Katherine Roy Download PDF

Search Again:

Institutional Asset Management

Subscribe to Institutional News & Insights

Email:

About Us
Privacy Policy
Governance
RSS
Help

Partners & Affiliates

Highbridge
Security Capital Research & Management

J.P. Morgan

J.P. Morgan Home
Client Log In
Country Sites

Careers

Students & Experienced Professionals
Technology Students

JPMorgan Chase Sites

JPMorgan Chase & Co.
JPMorgan Chase
Investor Relations

NOT FOR RETAIL DISTRIBUTION: This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations.

This is a promotional document and is intended to report solely on investment strategies and opportunities identified by J.P. Morgan Asset Management and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. This document is confidential and intended only for the person or entity to which it has been provided. Reliance upon information in this material is at the sole discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any particular receiver. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are those of J.P. Morgan Asset Management, unless otherwise stated, as of the date of issuance. They are considered to be reliable at the time of production, but no warranty as to the accuracy and reliability or completeness in respect of any error or omission is accepted, and may be subject to change without reference or notification to you.

Investment involves risks. Any investment decision should be based solely on the basis of any relevant offering documents such as the prospectus, annual report, semi-annual report, private placement or offering memorandum. For further information, any questions and for copies of the offering material you can contact your usual J.P. Morgan Asset Management representative. Both past performance and yields are not reliable indicators of current and future results. There is no guarantee that any forecast will come to pass. Any reproduction, retransmission, dissemination or other unauthorized use of this document or the information contained herein by any person or entity without the express prior written consent of J.P. Morgan Asset Management is strictly prohibited.

J.P. Morgan Asset Management or any of its affiliates and employees may hold positions or act as a market maker in the financial instruments of any issuer discussed herein or act as the underwriter, placement agent or lender to such issuer. The investments and strategies discussed herein may not be suitable for all investors and may not be authorized or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdictions. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products.

Securities products, if presented in the U.S., are offered by J.P. Morgan Institutional Investments, Inc., member of FINRA.

J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our Company’s Privacy Policy. For further information regarding our local privacy policies, please follow the respective links: Australia, EMEA, Japan, Hong Kong, Singapore and Taiwan. This communication is issued by the following entities: in the United Kingdom by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions by JPMorgan Asset Management (Europe) S.à r.l.; in Hong Kong by JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited; in Singapore by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), or JPMorgan Asset Management Real Assets (Singapore) Pte Ltd (Co. Reg. No. 201120355E), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; in Taiwan by JPMorgan Asset Management (Taiwan) Limited; in Japan by JPMorgan Asset Management (Japan) Limited which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Cth) by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919); in Brazil by Banco J.P. Morgan S.A.; in Canada for institutional clients’ use only by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. This communication is issued in the United States by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both are regulated by the Securities and Exchange Commission.

You are about to leave the J.P. Morgan Institutional Asset Management site

Please click below to continue or select the exit option on the right to remain on this site.

Continue

Email This Page

* = Fields are required.

Your Information

Please enter a valid email address

Recipient's Information

Email *

Please enter valid email address

Comments

Note: J.P. Morgan will not use information collected here for marketing or promotional purposes beyond the scope of this request

Thank you for sharing

Your email has been sent. We appreciate you taking the time to share our website.

View more Insights

Copy & Paste Page Link

Copy the link below to bookmark or share this page.

Copy Link

Change Site

J.P. Morgan Home
J.P. Morgan Asset Management
J.P. Morgan Global Liquidity
J.P. Morgan Regional Sites

SELECT YOUR COUNTRY

(All sites are in English)

ASIA PACIFIC

EUROPE

NORTH AMERICA

Australia
Hong Kong
Korea
Singapore
Taiwan

Austria
Belgium
Denmark
Finland
France
Germany
Greece
Hungary
Ireland
Italy

Luxembourg
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom

Canada
United States

For countries not shown above, please close the window to exit the site.

View Full Profile

years with
J.P. Morgan

years
Experience

Results for:

Refine by:

Format

Audience

Topic

Asset Class

Date

People

Three retirement spending surprises

Guiding Participants to Better Retirement Outcomes

No one is average

You are about to leave the J.P. Morgan Institutional Asset Management site

Email This Page

Your Information

Recipient's Information

Thank you for sharing

Copy & Paste Page Link

Change Site

SELECT YOUR COUNTRY

ASIA PACIFIC

EUROPE

NORTH AMERICA