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The global financial crisis has emphasized the importance of implementing strategies and basic asset allocation principles that can help manage the impact of investment tails and other risks.

Mitigating Tail Risk Exposure (pdf)

Mired in Debt: Navigating the global debt supercycle (pdf)

Decision Making Under Different Economic Regimes

Recovering from Glut, Managing the Rut (pdf)


The global recovery may be an opportune time to explore strategies for re-introducing risk that may provide enhanced portfolio diversification, yield, and return potential.

The Alternatives Landscape: Time to reintroduce risk? (pdf)

Volatility and Uncertainty Yield Investment Opportunities (pdf)

Coming of Age (pdf)

Maintaining the Growth Advantage (pdf)


The Inflation Equation

Higher inflation may still be more of a risk than a reality, but the time to protect against it is before it becomes a problem. Please view our thought leadership on inflation.



Market volatility and uncertainty has led to greater emphasis on using asset allocation models and other strategies to manage the impact of downside and liquidity risks in long-term portfolios and defined benefit plans.

The Blind Side

Defending the “Endowment Model”

Non-normality of Market Returns (pdf)


Investing in Equity for Income

With the recent volatility in the markets, there is heightened interest in investing in equity to generate income.
Learn how investors can make the most out of an equity income strategy domestically and abroad.

Beyond the usual suspects Thumb

Beyond the usual suspects: Diversified sources of income (pdf)

Dividends Thumb

Dividends: More Than Income in a Low Rate Environment, September 2011 (pdf)

Trapped Cash: Local market challenges (pdf)

Generating Income in Low environment Thumb

Generating Income in a Low-Yield Environment (pdf)


Retirement Income Opportunities

An allocation to fixed income not only offers income potential, but also can provide the principal preservation and stability necessary to ensure optimal retirement outcomes.

Strengthening Participant Outcomes (pdf)

Innovative Alternatives for Traditional Stable Value Funds (pdf)

Anne Lester

Watch Anne Lester discuss current markets and the Income Builder fund on CNBC


Exploring Growth Trends in Emerging Market Economies

Economic rebalancing, rapid urbanization and other fundamentals are driving strong growth in the emerging markets.

Emerging Markets Value

Emerging Markets: Value awaiting momentum (pdf)

Digging Deeper

Digging deeper: Emerging market debt choices (pdf)

Emerging Markets Strategy Evaluating

Emerging Markets Strategy: Evaluating Inflation and Commodities (pdf)

Strategic Emerging

Strategic Emerging: The role of emerging markets in a long-term portfolio (pdf)


Finding Value Across Asian Markets

Epic shifts in industrialization in China and other Asian countries can provide many opportunities across a full spectrum of investments.

Redefinifng G3

Redefining the G-3: Welcome to the Chinese renminbi (pdf)

Japan Shattering

Japan: Shattering the preconception (pdf)

Japan Topic Vol. 7: Six months after the Tohoku earthquake, October 2011(pdf)

Investing in China: Why Now and How (pdf)


Redefining the G-3: Welcome to the Chinese renminbi

The G-3 currencies (U.S. dollar, euro and yen) are structurally changing-how China is redefining the order.

View the publication (pdf)



Accessing Other Cross Border Opportunities

As part of a balanced portfolio, allocations to global asset classes such as REITS and commodities may help diversify and potentially bolster performance in a number of different macroeconomic environments.

Watch Nigel Emmett, Senior Client Portfolio Manager, Global Equities, discuss the role of global equities in client portfolios.



Journey Magazine

Retirement Insights and Solutions from J.P. Morgan

Now available: the Summer 2013 edition of Journey Magazine. Our latest issue features articles on plan design, communications, investments, current trends in the defined contribution (DC) business, and up-to-date news on legislative and regulatory matters.

Read more

View the interactive magazine


The importance of being earnest

Implications of saving, investing and future policy changes on today's affluent investor.

View the Publication
2013 Plan Participant Survey Findings

Searching for direction on the journey to retirement
This research offers a picture of how participant attitudes toward saving and investing for retirement have changed over time.

View the Publication
Translating Department of Labor guidance into action

Plan sponsors can use this guidance to help determine the most prudent TDF actions in the context of their specific plan goals and participant needs.

View the publication

 
Building solutions for public plans

At J.P. Morgan Asset Management, we bring our global investment manager expertise and solutions to public plans and institutions worldwide. Led by team leader Joel Damon, our experienced Public Funds Team is committed to supporting the needs of public funds officers and trustees. We offer innovative solutions through a broad spectrum of U.S., international and global investment management products—from equity, cash management, fixed income, real estate and asset allocation to alternative asset classes.

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

 

Joel Damon

Managing Director

 
 
 
 

Public Eye Newsletter

 
Public Eye Newsletter - 2011_Public-Eye-Newsletter_Fall 72x97

Our newsletter provides the latest news and views impacting public funds.

Fall 2012/Winter 2013

Inside this issue:

CIO PERSpectives
Craig Husting, CIO of PSRS/PEERS, speaks to the importance for public pension plan management of strong governance, flexible investment decision-making and an intuitive framework for managing risk.

A rocky road to global expansion
Global market strategist Michael Hood sizes up the status of the global expansion and its implications for inflation, equity and bond markets, asset class correlations, and asset allocation.

Risk premium or premium on risk?
Karin Franceries, Executive Director, Strategy Group takes a look at the latest statements released by GASB and the implications for funded status and its volatility.

Portfolio views
J.P. Morgan Asset Management Solutions-GMAG lays out its portfolio views-with a shift toward risk assets as concerns about the direction of monetary policy and a eurozone break-up begin to abate.

Previous newsletters

 


At JPMorgan Chase,
we are committed to doing the right thing

 

See how we've helped

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Market Views and Research

 

The Global Fixed Income, Currency & Commodities Blog
Direct access to our investment team's latest thoughts and perspectives on fixed income markets and the global economy.

 

Market Views
This series monitors and interprets the markets, delivering updates and insights that reflect a prism of perspectives across global markets and asset classes.

 

Research and Publications
Our research and publications demonstrate an incomparable ability to tap our global organization for original insight that can help clients make better investment decisions.

 

Events
Sponsored regionally throughout the year, our educational forums allow clients to remain abreast of the latest investment issues and our innovative solutions. Clients benefit by sharing ideas and learning from one another.

 

Webcasts
Listen to our accomplished investment professionals as they bring you their latest investment and portfolio management ideas in an online forum.

 


In the news

 
June 6, 2013
AsianInvestor Magazine Names J.P. Morgan "Asset Manager of the Year"
 
May 23, 2013
J.P. Morgan Asset Management CEO Mary Callahan Erdoes Named to Forbes' 100 Most Powerful Women List
 
May 23, 2013
J.P. Morgan Asset Management wins Institutional Investor's top awards in the Midcap Value Equity and Non-U.S. Equity Growth (ex-EM) Categories
 
April 11, 2013
JPMorgan Chase releases 2012 Annual Report and Letter to Shareholders
 
March 27, 2013
Barron's names Jamie Dimon to its annual list of the World's Best CEOs
 

More news >

 



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Industry events

 
November 13-16, 2012
SACRS Fall Meeting - State Association of County Retirement Systems

November 26-27, 2012
NSIIP Summit - National Society of Institutional Investment Professionals

January 27-30, 2013
FPPTA Trustees School - Florida Public Pension Trustees Association

March 2-5, 2013
CALAPRS General Assembly - California Association of Public Retirement Systems

March 3-6, 2013
TEXPERS Annual Conference - Texas Association of Public Employee Retirement Systems

 


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Additional resources

 

National Institute
on Retirement Security*
The National Institute on Retirement Security (NIRS) is a not-for-profit organization established to contribute to informed policymaking by fostering a deep understanding of the value of retirement security to employees, employers, and the economy through national research and education programs. NIRS seeks to encourage the development of public policies that enhance retirement security in America.

Public Pensions Online *
Public Pensions Online is a gateway to some of the information on trends, news, legislation, and events of interest to the public pension industry.

* 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.

 
 
 

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.

 

 
 

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