Taft-Hartley

 
LTCMRA 2011

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.

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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.



Addressing Inflation Risk

Inflation is a persistent phenomena and typically rises after protracted periods of exceptionally low inflation or deflation.

Current research and historical data can help investors better understand the risks of inflation.


Positioning Portfolios and Inflation

While there is no sure way to quantify what degree of inflation protection is appropriate, it might be prudent for investors to investigate positioning a share of their portfolios to mitigate inflationary risks.

J.P. Morgan Long-term Capital Market Return Assumptions



The Power of Regime-based Investing

“Four economic factors dominate financial market performance: growth, inflation, monetary policy and labor market slack. Developing insight into the rate of change of these four factors—rather than their absolute levels—is essential to executing a regime-based asset allocation policy.”

– “Regime Change: Implications of macro shifts on asset class and portfolio performance,” J.P. Morgan, February 2011

Watch Abdullah Sheikh discuss the team's findings in this introductory video.
Read the executive summary | Learn more



Improving Target Date Fund Adoption in DC Plans

Fiduciary Implications: Using re-enrollment to improve target date fund adoption

Whether adding target date funds to your DC plan, or just changing investment providers, this white paper provides valuable insight on the strategies plan sponsors can consider and the fiduciary implications of their decisions.

Read the whitepaper (pdf)

Watch the webcast



Journey Magazine Spring 2012
Retirement insights and solutions

Journey Magazine is a bi-annual publication that delivers our latest research and newest thinking on retirement topics and developments impacting decision makers in the defined contribution, retirement and pension marketplace.


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Core Menu Innovation

J.P. Morgan Asset Management introduces Core Menu InnovationSM—a new approach to the defined contribution investment menu that aims to simplify participant decisions and help strengthen potential investment outcomes.

Learn more

 

 

 

Building a Custom Target Date Solution

Building Custom Target Date Solution Thumb

With the majority of plans now offering target date funds as their plan’s default option, the selection of a quality target date fund is more important than ever.

Watch the video

View the brochure (pdf)

 

 

For more than 30 years, J.P. Morgan Asset Management has been a leader in the management of Taft-Hartley benefit plan assets. As Taft-Hartley specialists, our team is committed to supporting the needs of labor union members, trustees, consultants, and administrators with market-leading advisory and investment solutions, as well as lending support for job creation, fair labor practices, and community development.
 

Our commitment to Taft-Hartley plans
  • Manage $6.6 billion in assets for more than 120 clients across a variety of strategies¹
  • Added an average of $1.5 billion annually in new construction dollars to trades and labor member affiliates
  • Contributed more than $1 billion to 100% union construction in the renovation of the 50-story headquarters of JPMorganChase in Manhattan, seeking to achieve LEED Platinum certification—one of the largest green renovations in the world
  • Support green jobs and employment training through grants to non-profit organizations helping prepare workers for new job and career opportunities in green industries

¹ As of December 31, 2011

 

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

 

Mike Wagner

Managing Director

michael.wagner@jpmorgan.com
 
 
 

Taft-Hartley newsletter—
insights and solutions from J.P. Morgan

 
Taft Hartley Newsletter Spring 2011
This quarterly publication provides a centralized source of information addressing key issues facing multi-employer plans.

3Q2011 newsletter (pdf)

Inside this issue:

Economic Imbalances, Market Opportunities

Global markets strategist Ehiwario Efeyini sees a "world out of balance", yet one in which economic imbalances may be presenting selective investment opportunities across asset classes.

Legislative Updates

The Department of Labor issues proposed regulations requiring additional disclosures for Qualified Default Investment Alternatives (QDIAs), including specific proposals for target date funds.

Unconstrained Havens

In this "world turned upside down," unconstrained fixed income portfolios may offer a diversifying compliment to core bond holdings and an opportunity to tap new sources of return.

Previous newsletters

 


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

 

See how we’ve helped this year alone

  • We've raised more than $200 billion for state and local governments, hospitals and educationalfacilities since 2009.
  • We've helped more than 450,000 customers avoid foreclosure since 2009.
  • We've provided financing for affordable housing and community development projects.
  • We've provided more than $500 million in grants to worthy causes over the past five years.

Learn more
 


Market Views and Research

 

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

 
May 15, 2012
J.P. Morgan Asset Management's Large-Cap Growth Equity and Infrastructure Teams Honored at Institutional Investor Awards Dinner
 
May 9, 2012
AsianInvestor Magazine Names J.P. Morgan Asset Management Asset Manager of the Year
 
May 7, 2012
J.P. Morgan Asset Management Launches New York's 529 Advisor-Guided College Savings Program
 
April 23, 2012
The Journal of Alternative Investments features research on the Endowment Model from J.P. Morgan's Global Multi Asset Group*
 
April 13, 2012
JPMorgan Chase Reports First-Quarter 2012 Net Income of $5.4 Billion, or $1.31 Per Share
 
April 5, 2012
Fund Industry Intelligence names George Gatch Fund Leader of the Year
 
March 28, 2012
J.P. Morgan Asset Management Named Winner of Large-Cap Growth Equity and Infrastructure Strategies by Institutional Investor
 
March 24, 2012
Barron's Names Jamie Dimon to its Annual List of the World's Best CEOs
 
February 20, 2012
Sun Chemical's Treasurer and Vice President of Finance discusses his company's investment outsourcing partnership with J.P. Morgan's Global Multi Asset Group in aiCIO.
 

More news >

 

Expert insights

 
Watch Mike Wagner, Managing Director, Taft-Hartley Group, discuss issues facing multi-employer plans today, such as stricter funding requirements and new disclosure rules.
 

Alternative investing

 

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Recommended reading

 
 
 

Industry events

 
April 23 – 25, 2012
IFEBP: Investment Institute

April 29 – May 2, 2012
Building and Construction Trades Legislative Conference

 

Institutional events and webcasts

 
March 15, 2012
Taking Stock of the Rally: Where next for markets in 2012?
 
January 5, 2012
Top Investment Questions for 2012
 
November 16, 2011
Webcast: Strategic Direction: Addressing Today's Investment Issues
 
November 10, 2011
Webcast: Seeking Income in a Low Rate Environment
 
November 3, 2011
Webcasts: 12 in 2012: How 12 key electoral races in the year ahead could shape financial markets
 
October 5, 2011
4Q 2011 Global Markets Outlook: Volatility and Market Implications
 
All events >    All webcasts >
 


 
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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.

 

 
 

Copyright © 2012 JPMorgan Chase & Co. All rights reserved.