Investment Performance

Insight + Process = Results

Successful investing is driven by insight into opportunities, markets and portfolio strategies.

At J.P. Morgan Asset Management, our reputation has been built on a promise to put client interests ahead of our own, to generate original insight and to translate that insight into results.

Today, our advice, insight and intellectual capital drive a growing array of innovative strategies powered by new ideas, sophisticated analytics and a relentless focus on generating results for each client.

Transforming insight into results is what we do at J.P. Morgan Asset Management.

Investment Performance (September 30, 2011)

Pretax margin was 21%, down from 30%.
Assets under management reflected net inflows of $11 billion for the 12 months ended September 30, 2011. For the quarter, net outflows were $8 billion; this included $10 billion of outflows from liquidity products, partially offset by net inflows of $2 billion to long-term products.
Average loans were $52.7 billion, up 34% from the prior year and 8% from the prior quarter.
End-of-period loans were $54.2 billion, up 31% from the prior year and 5% from the prior quarter.
Average deposits were $111.1 billion, up 26% from the prior year and 14% from the prior quarter.

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Quartile ranking sourced from Lipper for the United States and Taiwan; Morningstar for the United Kingdom, Luxembourg, France and Hong Kong; and Nomura for Japan.

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide. Any forecasts or opinions expressed are J.P. Morgan's own at the date of this material and may be subject to change. The value of investments and the income from them may fluctuate and your investment is not guaranteed and investors may not get back the full amount invested. Past performance is not a guide to future performance. Exchange rates may cause the value of underlying investments to go up or down.

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