Hot Topics
- A Sharper View, our quarterly market outlook, written by Dan Morris on our market expectations for the following quarter.
- Strategic Investment in Emerging Markets paper, discussing the role of Emerging Markets in a long term portfolio, written by Paul Sweeting, head of our European Strategy Group.
- Investing Plus, this is our quarterly news letter for institutional clients. This quarter we have insights from Paul Sweeting, Pascal Bougiatiotis (JPM Alternative Asset Management) and George Iwanicki (Macro strategist for EM Equities).
- Mark Weisdorf, Head of Infrastructure Investments for Global Real Assets, is featured on the cover of Infrastructure Investor's October issue, explaining his belief that infrastructure is the 'Holy Grail' for institutional investors and could represent as large a slice of investor portfolios as real estate within 10 to 15 years.
2011 third quarter J.P. Morgan Asset Management business update
- J.P. Morgan Asset Management delivered another solid quarter, with revenues growing 7% over the prior year to $2.3 billion, AUS up 2% to $1.8 trillion and AUM holding flat at $1.3 trillion. Market headwinds coupled with our continued investments in the business resulted in net income for the quarter down 8% from last year to $385 million.
- For our 10th consecutive quarter we delivered positive AUM flows.
- Our Asset Management franchise was the recipient of four high profile awards from 'The Asset', including Asset Management Company of the Year.
- 'Pensions & Investments' ranked our Asset Management business No. 1 in Real Estate, Infrastructure, Private Equity and Currency Alpha Strategies.
- 'Institutional Investor' ranked Asset Management the Best Fixed Income Manager (Cash Management and Short Term Fixed Income), and we retained our No. 2 Hedge Fund Manager status.
Highlights
- Several products performed particularly well in Q3 2011:
| 3 months | 1 Year | |
| Life Sterling Corporate Bond Fund (Excess returns) Annual target return 75bps | 0.81% | 0.91% |
| Life Sterling Aggregate Bond Fund (Excess returns) Annual target return 1% | 0.51% | 1.24% |
| Life Japan Equity (Excess returns) Annual target return +2% | 0.63% | 6.19% |
View the full J.P. Morgan Life Fund Range performance
Investment personnel changes
- Peter Dalton - Assistant Portfolio Manager, Smaller Companies - European Equity Behavioural Finance Team
- Premal Pajwani - Global Sector Specialist (healthcare) - Global Equities
- Tang Qian - Country Specialist / China (Shanghai) - Pacific Regional Group
- Habib Saikaly - Product-focused Analyst MENA Region - Global Emerging Market Equities Team
- Joyce Weng - Product-focused Analyst, GEM Diversified - Global Emerging Market Equities Team
- Lauren Carter - Real Estate Analyst - Global Emerging Market Equities Team
- Norihisa Iwamoto - Equity Research Analyst - Japan RDP
- Albert Yang - Global Real Assets' Head of European Client Strategy - Real Estate Team
Joiners
- Anastasia Beglova - Quantitative research analyst - Global Emerging Market Equities Team
Leavers
Contact us
Karen Roberton
020 7742 5076
Steven Peck
020 7742 5091
Alternatively, please contact your usual relationship manager.
JPM Life Fund Performance
Latest performance of our range of pooled pension funds
Investment expertise
Find out more about the depth and breadth of our investment offering.