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Impact Investing

Invest your capital with intention and monitor its effect. Impact investing aims to advance social and environmental strategies through investments that can potentially generate market rate returns.

Investing with intention


An investor’s intention to have a positive social or environmental effect through sustainable investments is paramount to this strategy. 

Positive measurable effect


Impact investing provides intentional transparent solutions with a measurable effect.

We have seen private markets provide niche possibilities for impact investments that are scalable, efficient and cost-effective. These impact investment opportunities are now more accessible than ever. 

Discover your opportunities

Impact investing is a term used to describe investments made across many sectors and regions. It is estimated that the current market size has reached $1.164 billion in USD.1 With the growth of this tactic, comes the need for robust due diligence.


At J.P. Morgan, proper due diligence is paramount when evaluating impact investments. Leveraging our rigorous due diligence process for private equity and venture capital funds, our team locates opportunities to make a difference that align with clients’ financial goals.

Learn more about the J.P. Morgan Impact Assessment Framework

 

Discover the evolution of the J.P. Morgan Impact Assessment Framework, and the development of the impact investing industry in recent years

Shifting wealth dynamics are helping fund impact investing opportunities

$68 trillion

The amount of wealth women and millennials are expected to receive as part of the Great Wealth Transfer 2

Impact investments aim to deliver market-rate returns and are often benchmarked to traditional indices.

9 in 10 women

believe money is a tool to achieve their ‘purpose’ 3

6 in 10

millennial investors actively use impact investing strategies compared to only one-third of the overall investor population 3

1 Global Impact Investing Network, Sizing the Impact Investing Market, October 2022.

2 Forbes, The Great Wealth Transfer From Baby Boomers to Millennials, August 2023.

3 CNBC, After the impact Covid-19, most women see money as a tool to effect change, June 2022.

Talk to your J.P.Morgan team to learn more about Impact Investing

Sustainable investment opportunities

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Important Information

KEY RISKS

"Investment approaches that incorporate environmental, social and governance (“ESG”) considerations or sustainable investing may include additional risks. ESG or sustainable investing strategies (together, “ESG Strategies”), including separately managed accounts (“SMAs”), mutual funds and exchange traded funds (“ETFs”), can limit the types and number of investment opportunities and, as a result, could underperform other strategies that do not have an ESG or sustainable focus. Certain strategies focusing on a particular theme or sector can be more concentrated in particular industries or sectors that share 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 or investment adviser selected by J.P. Morgan, will align with the beliefs or values of the Client. Additionally, other investment managers and investment advisers, including our affiliates, can have a different approach to ESG or sustainable investing and can offer ESG Strategies that differ from the ESG Strategies offered at J.P. Morgan with respect to the same theme or topic. When evaluating investments, an investment manager or investment adviser is dependent upon information and data that might be incomplete, inaccurate or unavailable, which could cause the manager/adviser 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. Such data and information will not have been validated by J.P. Morgan and 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 in the market 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 positive or favorable ESG characteristics 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.

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