J.P. Morgan Global Liquidity draws on rigorous proprietary credit and risk management, and the resources and expertise of our wider global investment platform, to deliver effective short-term fixed income strategies designed to help clients navigate shifting markets and evolving regulatory regimes.
149
dedicated global liquidity professionals
14
locations in 8 countries
5
global service centres ensuring 24-hour coverage
1
globally coordinated process: investors, research analysts, investment specialists, client advisers/client services
Source: J.P. Morgan Asset Management; data as of February 29, 2024.
USD 2.5TN
Over USD 2.5tn AUM
Equities USD 749bn
Largest U.S. equity fund run by a woman: Clare Hart, Equity Income
Beta USD 92bn
Awarded ETF Issuer of the Year by ETF.com
Liquidity USD 754bn
The #2 institutional money manager globally?
Fixed Income USD 712bn
3x AUM growth since 2009
Multi-Asset USD 282bn
Morningstar Gold Rated Target Date Series
Alts USD 174bn
Manager of the largest core real estate strategy globally
Source: J.P. Morgan Asset Management, as at February 29, 2024. Due to rounding, data may not always add up to the total AUM.
1 Liquidity includes cash swept from other sectors. Figures will not match financial reporting which exclude cash sweeps.
2 Short Duration is managed as part of Fixed income.
Globally coordinated expertise and research driven process
Almost one-third of our clients’ assets under management are invested in short-term fixed income. We are a leading provider of liquidity solutions in the industry, having been managing sophisticated institutional portfolios for more than a century. By leveraging this expertise and our firm’s global resources, we deliver a globally-coordinated research-driven process to our clients.
Intellectual
capital
We separate the signal from the noise to help our clients make sound decisions.
Liquidity
Strategies
Our singular focus is on finding the right liquidity strategy to help our clients achieve their goals.
Technology
Technology is fundamental to everything we do to help our clients succeed.
Sustainability
Our goal is to create value for our clients.
Diversity, equity
and inclusion
We believe that inclusive cultures foster better outcomes – for our teams, for our clients, and for our communities.
Intellectual capital
We separate the signal from the noise to help our clients make sound decisions.
Every day, clients face choices that can impact the financial wellbeing of households and businesses around the globe. To help them make those choices with confidence, we draw on the breadth and depth of our proprietary research platform to anticipate trends, spot emerging risks and highlight opportunities others might miss.
We share our intelligence through our flagship market and portfolio insights programmes – recognised as industry benchmarks of clear, actionable and objective analysis. And we offer portfolio analytics to help clients put those insights into action. This commitment to putting our intellectual capital at the service of our clients is central to the trusted partnerships we forge.
See our latest insightsLiquidity Strategies
Our singular focus is on finding the right liquidity strategy to help our clients achieve their goals.
We actively work with our clients to craft the right liquidity strategy to maximise opportunity through segmenting short-term investments and leveraging solutions across the full ultra-short spectrum.
We’re committed to listening first. We strive to understand our clients’ circumstances and help them to evaluate the risks they may face and the opportunities they can seize. And we look to identify the strategy best aligned with their objectives. To identify the best investment opportunities, J.P. Morgan Global Liquidity uses a selective process to evaluate issuance and debt investments across all significant markets.
Our tenured team of credit analysts bring deep sector expertise over multiple market cycles to evaluate the investment universe and determine relative risk and value perspectives offering long-term views on the forces shaping the short-term fixed income markets.
We provide a robust platform of investment opportunities across currencies, strategies and jurisdictions. With the full resources and insights of a global firm, we have the ability to react quickly, and nimbly, to market and regulatory conditions to deliver the right solutions to meet the unique objectives of our clients.
See our liquidity strategiesTechnology
Technology is fundamental to everything we do to help our clients succeed.
We continue to invest in technology to transform how we interact with clients. For the Global Liquidity business, having a resilient, scalable and user-driven platform is an integral part of our global client offerings.
Morgan Money, J.P. Morgan Asset Management’s global, multi-currency, open-architecture trading and risk management platform, enables clients to use a single platform to invest in both J.P. Morgan and non-J.P. Morgan money market funds.
We believe we’ve only just begun to realise the transformative power of technology, and the ways in which it can be leveraged to drive better outcomes for our clients.
Find out moreSustainability
Our goal is to create value for our clients.
Our research-led approach is continually evolving to consider everything material to our clients’ investments over the long term – including environmental, social and governance factors.
Our approach to sustainable investing spans an ESG-integrated investment platform, ESG-enhanced stewardship to help companies manage the material ESG risks that they face, and a range of ESG-focused strategies. We systematically include ESG factors, among other factors, in our active security selection across asset classes and regions. The aim is to reduce exposure to financially material ESG risks that could be detrimental to long-term returns. ESG integration does not change a strategy’s investment objective, exclude specific types of company or constrain a strategy’s investment universe. Learn more about how we define ESG Integration.
Because climate factors represent the single largest source of risks and opportunities in the decades to come, we are developing multi-dimensional research methods and analytics to help our investors prepare for the carbon transition.
Together with our clients, partners, and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.
Find out moreDiversity, equity and inclusion
We believe that inclusive cultures foster better outcomes – for our teams, for our clients, and for our communities.
We are committed to becoming the world’s most diverse and inclusive asset manager.
We know diverse perspectives create differentiated thinking. We know our client relationships are stronger when our teams mirror the communities in which we work and invest. We reflect these beliefs in our hiring, development and promotion practices, and by nurturing a culture in which everyone is judged on their merits and empowered to hold each other accountable.
Beyond our firm, we put our people and assets to work to help advance equity and economic opportunities – and influence other companies to do the same. We continually reinvest in our communities to close opportunity gaps wherever they exist.
A history of innovation that continues today
Robert Fleming launches first U.S. investment trust. Now the world’s fifth largest global asset manager 1
Began managing institutional client assets. We now manage over USD 675bn in institutional assets globally
Started to manage real estate assets. Now the world's largest core real estate manager 2
Launched first money market fund. Now the #2 institutional money market manager globally 3
Introduced Guide to the Markets. Now read by nearly 200,000 financial professionals in 12 languages across 42 countries
Went to market with our flagship beta product; we are now an established ETF provider
Launched Spectrum, our end-to-end internal technology platform, followed by our client-facing technology platform, Morgan, in 2019
J.P.Morgan Chase marks 100 years of presence in China, started with firm predecessor Equitable Eastern opening in Shanghai
Source: J.P. Morgan Chase & Co, December 2021.
1 Pensions & Investments, 2020.
2 Pensions & Investments, October 2020.
3 iMoneynet Fund Analyzer, 2020.
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