Sustainable Investing
Jan 13, 2025
Invest with purpose. Sustainable investing is not a one- size-fits-all approach. It can be the foundation of your financial strategy or a meaningful complement. Because priorities differ, we develop holistically tailored plans shaped around your objectives and the personal and financial goals that matter most.
Our firm-wide approach to supporting sustainability has helped us build proprietary strategies, and a global team of specialists who provide clarity, transparency, and measurable outcomes—so your principles can stand alongside performance, and your wealth moves with purpose, now and for the future.
What is driving demand?
Behavior Shifts
Nearly 70% of high net worth investors look at how a company handles environmental and social issues before deciding to invest.1
70%
Performance Resilience
Investing in the most sustainable S&P 500 companies earned about 37bps more per year than the overall S&P 500 over the past 10 years.2
37 bps
Economic Shifts
$4.5 trillion per year needs to be invested in renewable energy by 2030 to reach net zero emissions by 2050.3
$4.5 T
The market landscape spans a spectrum of sustainability approaches*
Consider Risk
Some strategies focus on risk management. This includes many traditional strategies that use sustainability information as an additional tool to protect your portfolio from downside.
Promote Characteristics
Some strategies promote certain environmental or social characteristics. These strategies often focus on delivering performance while investing your portfolio in companies with strong sustainability practices compared to their peers.
Targets an Objective
Certain strategies go further and include a sustainable investment objective. These strategies typically pursue certain, specific environmental or social outcomes alongside performance.
Our tailored sustainability approach
Advice
We assist you in defining what sustainability means to you and facilitate consensus among your family or institution
Personalization
Our platform is built with the purpose of helping you to achieve your individual sustainability goals
Dynamic Approach
Sustainability is not an “all or nothing” conversation. We help you to find the blend of approach which meets your needs
Due Diligence
Our experienced Due Diligence team employs a rigorous process and adheres to J.P. Morgan’s Internal Standards for the managers on our platform
Meet the team
Jessica Matthews
Global Head of Sustainable Investing, J.P. Morgan Private Bank
Daniel Rourke
Head of Sustainability Research & Integration, Private Bank
Meenal Patel
Head of Sustainable Investing, International Private Bank
Neha Coulon
Head of ESG for the International Private Bank
Olivia Childs
Vice President
Connor Bercik
Senior Associate
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Frequently asked questions
Talk to our J.P. Morgan Team to learn more about Sustainable Investing
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https://www.morganstanley.com/content/dam/msdotcom/en/assets/pdfs/2025_Sustainable_Signals_Individual_Investors_2025_report.pdf
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The S&P 500 Scored & Screened Index outperformed the S&P 500 by 37 basis points per year. As of mid-2024.
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IEA, 2024
* This spectrum is based on external regulatory frameworks and does not reflect J.P. Morgan Private Bank's view. This market landscape is a simplified representation of the Sustainable Finance Disclosure Regulation (SFDR) Article 6 (represented by ‘Considers Risks’), Article 8 (represented by ‘Promotes Characteristics’), and Article 9 (represented by ‘Targets an Objective’) designations in the European Union (EU). These designations aim to help investors by providing more transparency on the degree to which financial products consider environmental and/or social characteristics, invest in sustainable investments or have sustainable objectives. These designations are taken from external regulatory frameworks and do not reflect J.P. Morgan Private Bank's view. Whilst these designations may be taken into account, J.P. Morgan Private Bank does not market or classify a product as meeting our internal ESG criteria, in order to be considered part of our Sustainable Investing product offering, or as being green and sustainable, solely based on external designations. The market landscape and the SFDR designations do not always reflect our view on whether a product is green and sustainable.
INDEX DEFINITIONS
- The S&P 500 Scored & Screened Index is a index variant of the S&P 500 that applies an ESG (environmental, social, governance) scoring methodology and screens out companies that fail specified sustainability/controversy or business-involvement criteria, aiming to keep broad U.S. large-cap exposure while improving the portfolio’s ESG profile.
- The S&P 500 is a market-cap-weighted index of about 500 of the largest publicly traded U.S. companies, widely used as a benchmark for U.S. large-cap equity performance.
KEY RISKS
Environmental, social and governance (“ESG”) or sustainable investing strategies, including SMAs, mutual funds and ETFs, may include additional risks and can limit investment opportunities potentially underperforming other strategies that do not have an ESG or sustainable focus. Strategies focused on a specific theme or sector can be more concentrated in particular industries or sectors with common characteristics and are often subject to similar business risks and regulatory burdens. Because investing on the basis of ESG/sustainability criteria can involve qualitative and subjective analysis, there can be no assurance that the methodology utilized by, or determinations made by, J.P. Morgan, or an investment manager/adviser selected by J.P. Morgan, will align with the beliefs or values of the client. Additionally, other investment managers/advisers, including our affiliates, can have a different approach to ESG or sustainable investing and can offer varying ESG or sustainable investing strategies on the same theme or topic. Investment managers/ advisers rely upon information and data that might be incomplete, inaccurate or unavailable, which could cause them to incorrectly assess an investment’s ESG or sustainable attributes.
In making investment decisions, J.P. Morgan uses data and information, including but not limited to, industry classifications, industry grouping, ratings, scores and issuer screening provided by third party data providers, or by a J.P. Morgan affiliated service provider. J.P. Morgan does not review, guarantee or validate any third-party data, ratings, screenings or processes which can therefore be incomplete or erroneous. ESG and sustainable investing are not uniformly defined concepts and scores or ratings may vary across data providers that use similar or different screens based on their process for evaluating ESG characteristics. Investments identified by J.P. Morgan as demonstrating positive ESG characteristics might not be the same investments identified by other investment managers that use similar ESG screens or methodologies. In addition, investments identified as demonstrating positive ESG characteristics at a particular point in time might not exhibit these traits across all relevant metrics or methodologies or on an ongoing basis. ESG or sustainable investing practices differ by asset class, country, region and industry and are constantly evolving. As a result, a company’s ESG or sustainability-related practices and J.P. Morgan’s assessment of such practices could change over time. The ESG or sustainable solutions offered by J.P. Morgan meet our internally developed criteria for inclusion in the ESG or sustainable investing strategies available to our clients, which, where applicable, take into account ESG or sustainable investing regulations. As part of the due diligence process, J.P. Morgan’s Manager Solutions team applies an ESG eligibility framework that establishes minimum criteria for determining the universe of ESG or sustainable investing strategies offered to our clients.
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 difference in 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 an investment to be classified as a “sustainable investment.” Unless otherwise specified and where permitted by applicable law, 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.
