Sustainable Investing

Q: Why sustainably invest?

Incorporating sustainability factors in the investment process can help deliver risk-adjusted returns over the long term, and can also help integrate investors’ values and missions with their financial objectives.

Q: Does sustainable investing require high investment minimums?

No. Investment minimums for sustainable investing are low and dropping lower.

Q: Is sustainable investing solely focused on climate and the environment?

No. Clients have the choice to focus on causes aligned with their values, which could include climate and the environment, but sustainable investing is not limited to these themes.

Sustainable investing pairs traditional financial fundamentals with material considerations that shape risk, durability, and value creation. It aims to deliver long‑term performance while reflecting your chosen priorities in how capital is allocated, offering varying levels of emphasis across public and private opportunities.

Let’s talk about sustainable investing

Power, resources, trust: the real inputs to AI at scale.

Read the AI security equation

The market landscape spans a spectrum of sustainability approaches*

Considers 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 find the approach that 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

Preeti Bhattacharji

Head of Sustainable Investing, US Private Bank

Daniel Rourke

Head of Sustainability Research & Integration, Private Bank

Olivia Childs

Vice President

Connor Bercik

Senior Associate

Latest insights

Sustainable Investing Feb 12, 2026

The AI security equation: Power, resources and public trust

Sustainable Investing Aug 14, 2024

How to invest into a multi-trillion megatrend

Sustainable Investing Apr 28, 2025

Why investors are looking carefully at “human capital management”

Why sustainably invest?

Does sustainable investing require high investment minimums?

Is sustainable investing solely focused on climate and the environment?

Talk to our J.P. Morgan Team to learn more about Sustainable Investing

Contact us

https://www.morganstanley.com/insights/articles/institutional-investor-sustainability-signals-report-2025
https://www.business.hsbc.com/en-gb/insights/sustainability-pulse-survey
https://about.bnef.com/insights/clean-energy/bloombergnef-finds-global-energy-transition-investment-reached-record-2-3-trillion-in-2025-up-8-from-2024/#:~:text=Under%20BloombergNEF's%20base%2Dcase%20Economic,in%20the%20next%20five%20years.

*This spectrum is based on external regulatory frameworks and does not reflect J.P. Morgan Private Bank's view. While external regulatory designations may be considered when evaluating an offering for our Sustainable Investing platform, J.P.Morgan does not market or classify a product as meeting our internal ESG criteria, or as being green and sustainable, solely based on the external designations. Not all investments promoting environmental or social characteristics will be part of our Sustainable Investing product offering, as sustainability may not be core, central, and/or meaningful to their process. The market landscape does not always reflect our view on whether a product is green and sustainable.

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.

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. ("JPM"). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

NON-RELIANCE

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

What is driving demand?

Behavior Shifts

Performance Resilience

Economic Shifts