Total portfolio solutions

The Global Multi-Asset Group (GMAG) leverages its specialized investment expertise together with the vast resources of J.P. Morgan Asset Management and its partners and affiliates, to provide customized, cross-asset class solutions to the investment management needs of corporate and public pension plans, endowments and foundations. The Group blends its capital markets, strategic and tactical asset allocation, portfolio construction and active risk budgeting capabilities with one of the broadest product offerings in the industry to develop and implement optimal portfolio solutions to a wide range of client needs.

Featured: Smart Retirement

 
 

Thought leadership

 
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Keepin’ it real: Inflation risk as an asset allocation problem In a world of low yields and slow growth, inflation fears appear to have eased. But that doesn’t mean the need for managing inflation risk has passed. Regardless of one’s view on where inflation is heading, the most appropriate framework for addressing inflation risk is one that incorporates it as an ever-present risk — not a one-off shock. This paper explores the challenges of managing inflation risks across a variety of environments
 
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GPS: Glide path strategies to reach funding goals
Like a GPS for defined benefit plans, an effective glide path strategy (GPS) offers plan sponsors a valuable, multi-period guide to reaching funding goals while gradually de-risking the pension portfolio. The end result is a balanced solution, incorporating often-competing return, risk, contribution and time frame objectives.

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In the news

 
November 15, 2012
Diversification: Still the Only Free Lunch? featured in Pensions & Investments*

This article examines how risk parity has recently garnered significant attention, particularly owing to its strong performance in the last decade. The premise of risk parity as an approach to strategic asset allocation is based on maximal diversification of beta (or risk premiums). However, investors are keenly aware of the increasing difficulty of achieving asset class diversification — particularly in times of crisis.

August 9, 2012
Asset Allocation Strategy Explained on Bloomberg Surveillance*

Anne Lester appeared on Surveillance to discuss the new global rulebook for asset allocation.

June 18, 2012
Anne Lester featured on CNBC's FastMoney*

GMAG Portfolio Manager, Anne Lester, appeared on CNBC's FastMoney to offer insight on how to find income in a low rate environment.

May 7, 2012
Who's the Biggest Victim of an Inflation Spike?*

FundFire quotes Maddi Dessner, Portfolio Manager for GMAG, in this Q&A about inflation protection.

May 3, 2012
Anne Lester featured on CNBC’s Closing Bell*

GMAG Portfolio Manager, Anne Lester, appeared on CNBC’s Closing Bell to discuss portfolio positioning for retirement investors.

* 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.

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Featured: Smart Retirement

 

Bringing DB quality investing to your DC participant
DC plan investing should adhere to the same high quality standards as DB investing and provide similar diversification benefits. However, many age-based providers claim to offer truly diversified portfolios yet provide only a handful of investment options, many of which are highly correlated.

Our SmartRetirement age-based strategies provide DC plan sponsors with a holistic solution by bringing together the skills and asset classes that our most sophisticated DB plans have access to and distilling these down into solutions accessible to DC participants.


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Expert insights

 
Generating income in a rising rate environment
Anne Lester, managing director and portfolio manager, analyzes current opportunities for income and the outlook for high yield. Watch the video
 
 
Building inflation sensitivity into portfolios

Anne Lester, managing director and portfolio manager, discusses the importance of adding inflation sensitivity into portfolios. Watch the video

 
 


Over/Under

 

Over/Under provides GMAG's latest portfolio views, updated monthly. These under weights and over weights reflect the team's overall views in managing global balanced portfolios. Learn more
 
 

 
 

 

The managers seek to achieve the stated objectives. There can be no guarantee the objectives will be met. Opinions, estimates, forecasts, projections and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. There can be no guarantee they will be met.

 

 
 
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.

 
 

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