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.
Our portfolio managers constantly scan the world’s markets for the themes and stories that drive the outcomes our clients are looking for. Like higher yields, new sources of return, and results that are less dependent on the direction of the broad markets. We help find opportunities in the bigger picture.
Our thematic investing strategies use a top-down view of the global economy and markets. And we’re focused on the end goal. Instead of evaluating the specific sectors, securities or security types, we hone in on achieving specific outcomes.
A dedicated team of portfolio managers and credit analysts focus on the overarching investment story. That means the market trends that are driving opportunity today—and the opportunities down the road.
Our suite of thematic strategies gives you the opportunity to meet a specific investment need. Or take advantage of current and emerging investment trends. It’s up to you.
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.
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.
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.
Learn more about becoming a J.P. Morgan Private Bank client.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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Not a commitment to lend. All extensions of credit are subject to credit approval.