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Sustainability reporting

J.P. Morgan now offers enhanced sustainability reporting powered by OpenInvest. Our reports illustrate how investment strategies compare to benchmarks on relatable environmental, social and governance (ESG) factors. This can help unlock granular insights on a portfolio’s sustainability performance.

Why sustainability reporting matters

90% 

of S&P500 companies publish ESG reports1

75% 

of investors care about how organizations manage sustainability risks and opportunities2

65%

of Americans want companies to continue enacting ESG practices3

Explore Equivalency Metrics in action

 

Featuring an engaging design, our sustainability reports allow you to better understand how your investments perform on 18 different ESG indicators, like climate footprint, water use and board gender diversity. OpenInvest’s proprietary Equivalency Metrics also translate ESG data into real-world comparisons that can foster a deeper connection with your investments.

View investments through a values-based lens

Incorporating values into your portfolio is more than just rewarding on a personal level. Sustainability reporting may help you better track how your values align with an investment strategy.

For example, if you care about water usage or workplace diversity, your J.P. Morgan team can use sustainability reporting to monitor these metrics and discuss how they relate to your individual preferences.

Using ESG data for risk management

J.P. Morgan’s ESG platform aims to reduce risk while generating returns. Sustainability reporting can serve as a risk management tool that shows how companies perform on certain ESG factors that affect financial materiality.

Talk to your J.P.Morgan team to learn more about sustainability reporting

1McKinsey, 2023

2PwC, 2023

3Allison Partners, 2023

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Important Information

Key Risks

Sustainable investing (“SI”) and investment approaches that incorporate environmental social and governance (“ESG”) objectives may include additional risks. SI strategies, including ESG separately managed accounts (“SMAs”), mutual funds and exchange traded funds (“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.

The evolving nature of sustainable finance regulations and the development of jurisdiction-specific legislation setting out the regulatory criteria for a “sustainable investment” or “ESG” investment mean that there is likely to be a degree of divergence as to the regulatory meaning of such terms. This is already the case in the European Union where, for example, under the Sustainable Finance Disclosure Regulation (EU) (2019/2088) (“SFDR”) certain criteria must be satisfied in order for a product to be classified as a “sustainable investment”. Unless otherwise specified, any references to “sustainable investing” or “ESG” in this material are intended as references to our internally developed criteria only and not to any jurisdiction-specific regulatory definition.

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