At J.P. Morgan, sustainable investing (SI) is an umbrella term used to describe investment approaches that incorporate financial as well as social and environmental objectives.
Sustainable Investing
J.P. Morgan Wealth Management believes sustainable investing represents a global market evolution, providing opportunities to both build your wealth and create positive change. Through our sustainable investing approach, we offer a personal way to think about your wealth by better aligning portfolios with principles
Discover sustainable investing
Investors looking to better align portfolios with principles, manage risk or simply understand how their investment decisions can affect the world around them
Incorporating sustainability factors in the investment process can help deliver, risk-adjusted returns over the long term , and can also help integrate investors’ values and missions with their financial objectives.
Sustainable investing with J.P. Morgan Wealth Management
- We believe sustainable investing represents a global market evolution, providing opportunities to both build your wealth and create positive change.
- We have a dedicated sustainable investing team that collaborates with Due Diligence and Portfolio Management Teams to develop innovative, customizable strategies for advisors to leverage for certain investors.
- Comprehensive due diligence process that evaluates managers on both sustainability and performance metrics.
- A global team of 50+ investing professionals with deep understanding of the intersection of sustainability and the global markets.
Sustainable investing encompasses a spectrum of approaches:
Values-Based Investing
Reflecting your values through an investment strategy that avoids or increases exposures to specific companies, sectors or business practices.
ESG
Actively considering environmental, social and governance (ESG) factors as a key component of the implementation and portfolio construction investment decisions.
Thematic investing
Investing in companies that target specific social or environmental issues, such as water, clean energy and gender diversity.
Impact investing
Investing in companies, organizations and funds with the intention of generating positive social and/or environmental impact alongside financial return.
Frequently asked questions
Sustainable investing can create opportunities for wealth generation and positive change. Through our sustainable investing approach, we offer a more personal way to think about your wealth by better aligning portfolios with principles
Sustainable investing is J.P. Morgan’s umbrella tern used to describe investment approaches that incorporate financial as well as social and environmental objectives. To help clarify implementation options for you, we define four approaches that can be used alone or in concert in your portfolios to help you achieve/meet your goals. These investment approaches are values-based investing, ESG (environmental, social and governance), thematic investing and impact investing (1). Many of these use ESG factors to drive research, investments or investment-related decisions
Sustainable investing includes a range of approaches that consider a variety of environmental and social factors, it can be a way of investing towards your personal financial goals. Sustainable investing is a way of investing that may enhance and/or lower risk
DISCLOSURES:
1 Impact Investing is available to clients who are eligible to invest in Private Equity / Private Placement. Sustainable investing (“SI”) and investment approaches that incorporate environmental social and governance (“ESG”) objectives may include additional risks. SI strategies, including ESG SMAs, mutual funds and ETFs, may limit the types and number of investment opportunities and, as a result, could underperform other strategies that do not have an ESG or sustainable focus. Certain strategies focused on particular sectors may be more concentrated in particular industries that share common factors and can be subject to similar business risks and regulatory burdens. Investing on the basis of sustainability/ESG criteria can involve qualitative and subjective analysis and there can be no assurance that the methodology utilized, or determinations made, by the investment manager will align with the beliefs or values of the investor. Investment managers can have different approaches to ESG or sustainable investing and can offer strategies that differ from the strategies offered by other investment managers with respect to the same theme or topic. ESG or sustainable investing is not a uniformly defined concept and scores or ratings may vary across data providers that use similar or different screens based on their process for evaluating ESG characteristics. Additionally, when evaluating investments, an investment manager is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the manager to incorrectly assess an investment’s ESG/ SI performance.
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