Investment Strategies
World-class research coupled with on the ground global presence
J.P. Morgan Asset management manages approximately $162 billion* in international and global equity strategies through a diverse range of investment styles. Our international and global offerings are based on world-class fundamental research and a commitment to on-the-ground regional presence. Our deep roots in international and global investing allow us to provide investors with a solid foundation and understanding of global markets.
Global insight with local presence: We Operate across four regions: Americas, EMEA (Europe, Middle East and Africa), Asia and Japan, with offices in 39 locations worldwide.
Information advantage: Analysts and portfolio managers engage in collaborative cross-border dialogue between different teams and regions to ensure that the best ideas and insights are leveraged across our entire offering. We support multiple processes and strategies to meet the full complement of our clients' investment needs.
Investment management tradition: We were one of the first investment managers to offer international equity strategies to institutional investors in the U.S.
Disciplined investment processes:We seek to deliver the advantages of disciplined and proven investment processes anchored in fundamental bottom-up research and strong portfolio manager oversight. Proprietary research and regimented implementation drive all our equity strategies.
Consistent risk discipline: Across each style, our portfolio construction practice is thoroughly vetted against a stable series of risk metrics. Careful adherence to portfolio objectives as expressed through alpha generation, tracking error and correlations, contribute to a disciplined and well-managed program.
Efficiencies in trading and implementation: The depth of our trading knowledge and markets expertise enables us to generate efficiencies for our clients in order flow, liquidity management and marketplace participation. All traders work with clearly defined metrics and objectives.
* As of September 30, 2011. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.
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.