Explore how values-based investing can promote certain environmental, social, and governance causes while still providing returns within your portfolio.
Do you know what you own? Is your portfolio aligned with your values? We’ll help you answer these important questions. And work with you to make sure you’re comfortable with the answers. Values-based investing is a strategy that reflects your personal beliefs by avoiding or increasing your portfolio’s exposure to specific companies, sectors, or business practices. Using J.P. Morgan’s vast suite of resources, you can now align your financial decisions with causes you care about, making it possible to achieve a new level of personalization.
Customization made easy
Did you know that globally, 69% of ultra-high net worth investors express an interest in aligning their investments with their principles?* We’re here to help you build a portfolio based on your values and unique needs through personalized, fully customizable values-driven strategies. This means you can now increase exposure to investments that align with causes you care about and move away from ones that don’t reflect your beliefs.
We identify your values and align them to your investments by screening and tilting, also known as avoiding or increasing exposures to different companies, sectors, or business practices based on your personal needs and wants.
For example, you may wish to screen for companies that do not invest in women leadership and tilt towards those that do. Through proprietary tools, we are able to assist you in this investment tactic and bring your values to the forefront of your investment portfolio.
Parametric Screens Available:
- Fossil Fuel Free
- Catholic Values
- Jewish Values
- Shariah Compliant
Sample Values-Based Screens - Available Now
Sample Values-Based Tilts - Available in Late 2022
- Protect Our Oceans
- Invest in Women Leaders
- Reduce Greenhouse Emissions
*Source: JPMC Sustainable Investing Research Summary, as of December 31, 2021