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The Mid-Institutional Advisory group is committed to helping leaders of institutions navigate challenging markets and achieve their fiduciary and investment objectives. Our dedicated team of industry specialists recognizes the unique needs of organizations and brings our long history of global investment expertise and innovative solutions to each relationship.

Questions
For further information, contact your J.P. Morgan representative or email
jpmam.info@jpmorgan.com

 

Monica Issar

Head of Mid-Institutional and
Endowments & Foundations Group

 

Strategic partnership

We view our relationship with each client as a strategic partnership that melds our industry-leading capabilities to your specific needs and requirements. This might mean, for example, adding specialist expertise to an in-house team or integrating advanced risk analytics into investment decision-making. Our work with you is as focused or as comprehensive as your asset management needs dictate.



Distinctive Perspective

For 160 years J.P. Morgan Asset Management has been a trusted advisor to institutional clients across the length of the duration spectrum. For defined benefit plan sponsors, we offer a wealth of knowledge in building comprehensive multi-asset class portfolios. We have been at the forefront of two of the most significant developments in pension fund management: liability driven investing and the strategic implementation of alternative investment programs. For defined contribution investors, through our extensive work with pension plans we have established a reputation for delivering innovative yet practical investment frameworks to help optimize participant retirement outcomes. In liquidity management, our global capabilities allow us to provide a wide range of clients with the insights and solutions to meet their investment objectives.


Investment expertise

We are privileged to be recognized for our industry excellence and value the confidence placed in us by our clients. Our sources of performance extend across asset classes, geographies and proven investment methodologies. We combine the firm's experience in capital markets investing, strategic and tactical asset allocation, portfolio construction and risk management with one of the industry's broadest product offerings to develop and implement portfolio solutions for the full range of client needs. Our on-the-ground, global research and analysis provides our clients with industry-leading insights and solutions, helping them gain an even deeper understanding of the risks and opportunities in the market and economy.



In the news

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.

March 2012
Inflation Risk Is Different for DB and DC Plans*

Dirk, Head of EMEA Insurance Strategy, comments that the new asset allocation framework is to design an investment philosophy in line with a risk-budgeting approach. This is being driven both by Solvency II, asset-liability management and a tighter focus on overall business risk.

February 2012
Why Does Sun Chemical Outsource Its Pension? Because It's a Chemical Company *

In a recent issue of aiCIO, a trade publication for chief investment officers at the world's largest asset owners, Sun Chemical's Treasurer and Vice President of Finance discussed his company's investment outsourcing partnership with J.P. Morgan's Global Multi Asset Group. He explains how J.P. Morgan acts as a "quarterback" for the entire investment strategy for Sun Chemical's American plan.



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