Alternative investments
We believe in having a radar for investments that are off the radar
In a world where non-traditional investments are becoming more mainstream, J.P. Morgan Asset Management have the specialists who possess the experience, insight, knowledge and tools to help pinpoint a broad range of alternatives with the potential to perform and bring diversification to a scheme’s portfolio.
Our insights and research will help you keep up to date with the latest developments in an evolving sector.
Tail hedging solutions for uncertain times
A number of recent market events have prompted investors to seek ways to protect their portfolios and as a result we have witnessed increased demand for protection and "tail-hedging" products. In this paper, we discuss the main considerations investors should take into account before engaging in tail hedge alternatives and their various pros and cons.
Infrastructure roundtable
Surinder Toor, Managing Director and Global Head of Asset Management, Infrastructure Investments Group, joins a panel of industry experts to discuss the landscape for infrastructure as an asset class and the way it is developing in the future.
Mainstreaming alternatives in a non-normal world
Trustee and pensions experts gathered in force at J.P. Morgan Asset Management’s conference facilities in Aldermanbury to hear some guidance on how best to utilise alternative investment asset classes in this evermore uncertain economic environment.
Pensions Week roundtable
Lee Ann Thompson, UK Institutional Executive Director joins a panel of industry figures to discuss alternative assets, how liquid they are and the role alternatives play in defined contributions.
Getting Past the White Knuckle Years
The private equity industry has been on a roller coaster ride in the decade since the technology bubble burst in 2000. The venture capital industry, which enjoyed record fundraising in 2000, had investors wondering whether the venture model was broken only a few years later. However, based on more recent trends we will discuss, we believe that the private equity industry will continue on its turn for the better.
Hedge Funds – a new Paradigm
The economic crisis of 2008 tested hedge fund managers, funds of funds and advisors, but since then industry asset levels have rebounded to their pre-crisis levels. We anticipate that asset growth will accelerate in 2011. In light of higher barriers to entry, a significant portion of the asset flows have gone to larger hedge funds, and we expect this trend to continue. Perhaps most important, many fund managers have responded to the demands of institutional investors and have adjusted their investment and operating procedures to make them more transparent. In addition, stepped-up oversight by auditors and regulators likely will draw additional institutional investors to the sector.
Trustees do not want to follow the herd – Financial Times roundtable
J.P. Morgan Asset Management were represented amongst a panel of industry figures to discuss how comfortable trustees are in getting to grips with alternatives, not only in terms of asset classes but also as an overall investment strategy.
Checking out the alternatives
J.P. Morgan Asset Management released the findings of its Alternative Asset Survey 2010: Uncovering the latest trends in alternative investments in September. Based on those findings, a panel of experts, in association with J.P. Morgan Asset Management and Pensions Age, met on 12 October in Central London to provide their insight on alternative asset allocation by UK pension schemes.
Non-normal returns: are you underestimating the risk in your pension plan’s investments?
Many pension investors suffered more significant losses during the financial crisis than they may have expected. Research from the J.P. Morgan Asset Management shows that a reliance on traditional asset allocation frameworks may have led to a significant understatement of portfolio risk. Our research shows that accepting that asset classes do not behave in a ‘normal’ manner and correcting for this behaviour when modelling a portfolio’s expected returns will give pension plans a truer idea of their actual risk. This will allow pension plans to make more informed decisions on asset allocation.
Alternative Asset Survey 2010
Three years have passed since we last looked at UK institutional attitudes to alternatives, as part of our pan-European Alternative Asset Survey 2010. This year’s survey is focused only on UK institutions but the results are equally fascinating, suggesting that investors have kept the faith with alternatives despite the unprecedented market upheavals of the last few years.
Contact us
Peter Cazalet
020 7742 8503
Sue Curtis
020 7742 0140
Or contact your usual relationship manager.