Dedicated Team

Corporate
Pension Plans

Defined Contribution Investment Solutions

Endowments & Foundations

Insurance

Investment Consultants

Mid-Institutional

Public Funds

Sovereign and Central Bank Clients

Taft-Hartley

Advisory Services

The Global Growth Resource Center

Seeking Yield and Income Resource Center

E-mail

Dedicated team focused solely on the E&F community

Our senior professionals understand the key challenges facing the E&F community and non-profit organizations today and are practiced in assisting clients in meeting the full range of their investment objectives. By leveraging the significant resources and broad investment expertise of J.P. Morgan globally, we aim to be the trusted advisor and preferred strategic partner to this community.

Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com

Our approach

Collaborate with clients to fully understand their specific needs and objectives
Help clients set appropriate target performance and risk objectives
Employ proprietary strategic portfolio tools including factor-based modeling, liquidity analytics and optimal risk/return portfolios
Create customized single- and multi-asset class portfolios depending on need
Create the right investment solutions in line with clients’ specific needs—for many this means generating income to meet spending needs while growing capital and preserving the value of assets
Share the best practices that we observe from our experience working with the broader E&F community

Successful client relationships

Dedicated team of industry-specialists who leverage resources from across the firm to provide our clients the highest level of service, best-thinking and products
Approximately $47 billion in assets under management for more than 5,000 E&F clients¹

Note: Based on AUM for the Asset Management division of JPMorgan Chase & Co., which includes J.P. Morgan Asset Management, Private Client Servces and Private Bank.
¹ As of March 31, 2012

FOR INSTITUTIONAL USE ONLY

This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Adviser, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. You should consult your tax or legal adviser about the issues discussed herein.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.