Total portfolio solutions
Asset Management Solutions (AM Solutions) 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
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
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.View more
In the news
July 9, 2013
Favoring High-Yielding Stocks Over High-Yield Bonds*
Anne Lester talks to Barron’s about tilting income portfolios toward preferred stocks and other dividend payers.
June 20, 2013
All Eyes on Interest Rates*
In this article in the Chicago Tribune, Anne Lester is quoted discussing market sentiment given impending rising rates.
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*
AM Solutions Portfolio Manager, Anne Lester, appeared on CNBC's FastMoney to offer insight on how to find income in a low rate environment.
More news >
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.
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 provides AM Solutions' 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.