Sustainable investing

You have the power to change the world with your investments. Sustainable investing is now a widely used strategy for achieving financial returns as well as environmental, social and governance-related (ESG) goals. But the space is evolving and new opportunities arise all the time. We are here to help. We have analytical tools to gauge how your current portfolio aligns with your values, and a team who can help you set your goals, select the right products and execute your sustainable investing strategy.

Decoding the Elements of Sustainable Investing

Sustainable investing is an increasingly viable means to align your investments with your social or environmental goals. But what’s the best way for you to go about it? Here, Jessica Matthews, Global Head of Sustainable Investing for J.P. Morgan Private Bank, describes four key pathways that can help you clearly and simultaneously achieve both imperatives.

Aligning sustainable investments with your values

How do you want to put your investment dollars to work for social good? Maybe you want to avoid companies whose products you don’t support. Or that aren’t doing what they should to protect the environment. Maybe you want to help companies that support the empowerment of women and girls.

Or maybe you don’t know exactly what impact you want to have.

Whatever your priorities are, we can work with you to create an investment strategy that aligns your sustainable investment objectives and your risk and return expectations. You can choose from a range of investing approaches, alone or in concert: 

  • Exclusionary screening: Avoid investing in companies or sectors whose products or business practices do not align with your values or meet other standards.  
  • Environmental, social and governance (ESG) integration: Actively integrate ESG issues into investment due diligence and financial analysis.  
  • Thematic investing: Invest in companies that target specific issue areas or themes, such as water, clean energy and gender diversity.  
  • Impact investing: Invest in companies or projects to generate positive social and/or environmental impact alongside financial return.

Our robust sustainable investing platform spans asset classes, and allows you to support a range of social and environmental themes and issues areas, including water, clean energy, healthcare, infrastructure, urbanization, faith-based, and gender lens.

With priorities established and investments selected, we’ll work with you to set a timeline you’re comfortable with. You may prefer to gradually transition your portfolio to sustainable investments, or perhaps you’re ready to jump right in. Either way, we’ll establish a prudent implementation plan that works for you over the long run. One that takes into account your preferences, risk tolerances and overall sustainable investing goals.

There’s often a misperception that you have to sacrifice returns if you want your investments to be aligned with your values. But with the right tools and advice, you can achieve both your financial and sustainable investing goals.

Corporate Social Responsibility

At J.P. Morgan, we practice what we preach. We show our commitment to creating positive societal change through corporate initiatives in communities across the globe and advancing sustainability both for our clients and in our own operations. We integrate environmental, social and governance (ESG) considerations into the policies and principles that govern our entire company.

It’s a far-reaching commitment. We have:

  • Underwrote $10.6 billion in green and bonds with a sustainable use of proceeds 
  • Facilitated $100.3 billion in clean financing with a goal of $200 billion in 2025
  • Committed or arranged over $21 billion in financing for wind, solar and geothermal energy projects in the U.S. since 2003

In addition to our sustainability efforts, we’ve received various accolades and awards** that include:

  • Best Private Bank for ESG/Social Impact Investing (U.S., Peru, and Bahrain) in the 2019 Euromoney Survey
  • 2018 Energy Star Partner of the Year For energy efficiency initiatives that protect the environment 
  • 2019 Careers & the disabled Top 10 provider of positive work environment
  • 2018 Named to Fortune’s CHANGE THE WORLD LIST for leadership toward social good

Get started with sustainable investing

J.P. Morgan’s sustainable investing team has the resources you need to get started – or take the next step – with a sustainable investing strategy. We look forward to learning more about how you would like to make an impact.  

 

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Investing Capital for Good

We’ve made a commitment to our clients, to our shared sustainability goals, and to making a positive impact on the communities we serve. Learn more about our initiatives.

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  • Exclusionary screening
    Do you know what's in your portfolio? Are you investing in companies that don't meet your values or standards? We can answer these questions and more.
  • Thematic investing
    If you’re looking to support a specific social or environmental issue within your portfolio, thematic investing opportunities may be a good fit.
  • Impact investing
    Impact investing may be the most exciting of all the sustainable investing strategies. It‘s intended to generate measurable positive social or environmental impact alongside financial return. Learn more.