Investment Strategies
Innovative solutions across the investment spectrum
For over 50 years, J.P. Morgan Asset Management has transformed its global reach, deep resources and investment acumen into innovative fixed income solutions for corporate and public pension plans, Taft Hartley plans, endowments and foundations, insurance and mutual fund companies around the world.
Market Leadership: Our commitment to our clients, dedication to in-depth research, and proven expertise across market sectors has made us a recognized leader in fixed income investment management, with 234 investment professionals and $863 billion* in assets under management worldwide.
Disciplined Strategies: Our institutional client solutions include a vast array of strategies along the risk and return continuum, each with a disciplined process seeking to identify diversified sources of alpha, construct efficient portfolios and rigorously manage risk.
As a result of our rich and diverse heritage, clients can choose among strategies managed under two distinct investment styles:
New York/London/Asia-based team: A globally integrated approach which draws on the expertise of locally based sector specialists and portfolio management teams. We generate internal fundamental, quantitative and technical research inputs and allocate risk using a rigorous and methodical portfolio construction process designed to generate strong risk-adjusted returns.
Columbus-based team: A clearly defined, value-driven approach with intensive bottom-up research by dedicated sector specialists that are fully integrated with portfolio and risk management teams. Our process, which seeks to limit downside risk, results in highly diversified portfolios designed for consistent long-term outperformance.
* As of March 31, 2012. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met. Fixed Income securities will increase or decrease in value based on changes in interest rates. If rates increase, the value of the investment generally declines. On the other hand, if rates fall, the value of the investments generally increases. The investment will decline in value if the value of the investments decreases. Securities with greater interest rate sensitivity and longer maturities tend to produce higher yields, but are subject to greater fluctuations in value. Usually, the changes in the value of fixed income securities will not affect cash income generated, but may affect the value of the investment.
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.