Managed portfolio strategies

When you’re looking for experienced professionals to invest on your behalf, you have a lot of choices. At J.P. Morgan, we understand that no two investors are alike. Our client-first philosophy starts with a dialogue focused clearly on your objectives and the best way to meet them. The result is a broad array of managed strategies to help you meet your goals—according to your preferences. We think this sets us apart. If you do too, we’d like to get started.

Investment management strategies aligned with your goals

J.P. Morgan Private Bank considers your short-, medium- and long-term financial objectives to develop an investment management plan that’s tailored for you. Using a holistic, goals-based approach, our investment management specialists aim to deliver targeted advice and thoughtful solutions.

Starting with your goals, we help you construct a managed investment account using strategies that work with your time horizon and tolerance for risk. All across traditional asset classes, and including hedge funds, private equity, alternative investments and real estate. 

Types of managed investment strategies

  • Comprehensive core
    Our core managed strategies are designed to be the diversified investments that make up your long-term investment plan. Fine-tuned to your goals, our team combines strategic asset allocation and timely tactical opportunities across the active and passive investment universe to design a portfolio that’s right for you. 
  • Thematic and Targeted
    It’s about uncovering great stories. Our thematic managed strategies use a top-down view of markets and the economy. Instead of evaluating sectors and individual securities, we hone in on achieving specific outcomes.
  • Institutional Portfolio Solutions
    We’ll work with you to understand your organization’s needs, leaving you free to focus on what matters most: your mission. We can advise you according to your level of comfort, or you can rely on us to serve as your customized, full-service chief investment office.

What sets us apart? Our research and institutional investment capabilities are the foundation of our fiduciary responsibilities and how we manage money. We then tailor them to meet the needs of each client.

  • Core managed strategies

    In investing, one size doesn’t fit all. Our specialist portfolio managers incorporate their best ideas into a portfolio fine-tuned to your individual objectives.
  • Thematic investing strategies

    Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.
  • Institutional portfolio solutions

    Well-managed investments are crucial to your ability to make an impact. As a leading outsourced chief investment officer (OCIO), we can handle your organization‘s complex investing challenges, freeing you to focus on your mission.