Investment Solutions
Solutions across the range that make a difference
Many charities look to manage their investments on a multi-manager, multi-strategy basis. We can provide single-strategy solutions across an exceptionally wide range of asset classes and markets – what you’d expect with investment teams located in more than 20 investment centres worldwide.
Breadth and depth of expertise
Our range of strategies spans both core and specialist asset classes with the benefits including:
- A choice of global equity income funds – especially popular among charities looking to generate regular income
- A wide range of strategies designed to protect capital over the medium to long term and/or generate capital growth
- A selection of total and absolute return approaches that aim to achieve a stated excess return over cash deposits
- A variety of fixed income offerings from low risk government bonds to dynamically managed opportunistic strategies
- A wide variety of alternative strategies, covering hedge funds, private equity, real estate and infrastructure to be used within portfolios for longer-term strategic objectives
Single-strategy solutions at J.P. Morgan
| Market Focus | Global | Regional | Single-country/sector |
|---|---|---|---|
| Objective | Income | Capital Growth | Capital protection |
| Equity | Core/constrained | Dynamic/High alpha | Market neutral |
| Multi-asset | Balanced | Downside protection | Absolute return (cash+) |
| Fixed Income | Core/broad | Emerging market/High yield | Opportunistic |
| Cash | AAA-rated/Stable NAV | Enhanced yield | Treasuries |
| Alternatives | Hedge funds | Private equity | Real assets |
Contact us
For further information, please contact charities_generalenquiries
@jpmorgan.com
For further reading, please visit our Research and Reports page