J.P. Morgan is privileged to be the trusted advisor and strategic partner to a diverse group of not-for-profit organizations across the U.S. We work with mission-driven organizations and serve a broad spectrum of type and need, aiming to help clients address their distinct investment, distribution and capital preservation challenges. Today we manage approximately $47 billion of their assets.¹
¹ As of March 31, 2012
Questions
For further information, contact your J.P. Morgan representative or email
jpmam.info@jpmorgan.com
Endowments & Foundations
Monica Issar
Head of Mid-Institutional and
Endowments & Foundations Group
What we can offer
Dedicated team
Our endowments and foundations relationship team is made up of industry specialists who leverage resources from across the firm to provide our clients the highest level of service, innovative thinking and products.
Investment solutions
J.P. Morgan Asset Management has built a formidable reputation for delivering performance across every asset class and investment region. We have a wealth of investment solutions for endowments and foundations.
Research and analytics
Our thought leadership demonstrates an incomparable ability to tap our global, multi-asset class, multi-process organization for original insight that helps our clients make better investment decisions.
Our endowments and foundations relationship team is made up of industry specialists who leverage resources from across the firm to provide our clients the highest level of service, innovative thinking and products.
Investment solutions
J.P. Morgan Asset Management has built a formidable reputation for delivering performance across every asset class and investment region. We have a wealth of investment solutions for endowments and foundations.
Research and analytics
Our thought leadership demonstrates an incomparable ability to tap our global, multi-asset class, multi-process organization for original insight that helps our clients make better investment decisions.
In the news
August 2012
Monica Issar discusses some of the top alternative investment trends for endowments and foundations on Bloomberg Television's "Money Moves."*
April 2012
The Journal of Alternative Investments features research on the Endowment Model from J.P. Morgan's Global Multi Asset Group*
In the article, Defending the "Endowment Model": Quantifying Liquidity Risk in a Post–Credit Crisis World, Abdullah Z. Sheikh and Jianxiong Sun of the Global Multi Asset Group set forth the proposition that liquidity risk may be optimized in an attempt to forestall or minimize the impact of a liquidity crisis. Their framework also provides insights for tail-risk events involving a particularly severe liquidity crisis.
How Managers Can Approach a Niche Institutional Market (part 3)*Monica Issar discusses recent changes to the space and figure out the best way to win mandates from healthcare organizations.
J.P. Morgan on Where Institutional Investors are Looking (part 2)*Monica Issar discusses her observations on E&F investment trends, risk management, global asset allocation best practices and other topics.
March 2012
Monica Issar on FundFire's exclusive video series discussing clients' growing needs (part 1)*
Monica Issar addresses clients’ growing need for comprehensive investment solutions and the rise in outsourced CIO assets, noting that few providers can offer the full scope of characteristics to act as full-fledged strategic partner.
* This is a link to a third-party site. Note that the third party's privacy policy and security practices may differ from J.P. Morgan standards. J.P. Morgan assumes no responsibility nor does it control, endorse or guarantee any aspect of your use of the linked site.
Expert insights
Watch Tony Werley, Chief Strategist for J.P. Morgan Endowments & Foundations Group, discuss the value of a factor-based approach to risk management.
Watch Arminio Fraga* founder of Gávea Investimentos discuss key investment considerations for emerging and developed markets.
The discussion with Arminio begins at minute 4:11
J.P. Morgan E&F events
The Endowments & Foundations Group hosts roundtable forums to discuss topics on global macro outlook, managing fixed income in a rising rate environment and other current market themes.
For further information contact your J.P. Morgan representative or email:
jpmam.info@jpmorgan.com
For further information contact your J.P. Morgan representative or email:
jpmam.info@jpmorgan.com
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 Advisor, 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 advisor 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.
What we offer
Advisory services
Who we serve
Defined Contribution
Investment Solutions
Defined Contribution
Retirement Plan Services