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Values-Based Investing

Ready to invest with intention? Through our values-based investment offerings, you have the support and tools you need to better align your portfolio with your values--and the flexibility to help you achieve your goals.

Personalization made easy

Did you know that globally, 77% of investors report interest in sustainable investing?1 Now you can better incorporate certain values into your portfolio, enabling a more personalized investing experience.

Sustainability Reporting

Through our acquisition of OpenInvest, J.P. Morgan now offers relatable sustainability reporting. Clients can compare certain metrics versus those of the benchmark across eligible strategies. This nuanced information can help clients measure their portfolios by more than just the bottom line.

Our personalized, data driven approach to sustainable investing 

Personalized and proprietary offerings

Instead of receiving a bundled ESG score or rating, clients will be able to personalize more efficiently by selecting specific values that can help to better align portfolios with principles.

Rigorous, purpose-built methodologies

Our research-backed investment framework enables clients to identify holdings that have positive and negative effects on the things they care about.

User-friendly experience

We translate complex information into relatable metrics in a visually engaging way, so that you can better understand your investments.

A look at the opportunities today and ahead in sustainable investing

Your goals will determine your sustainable investments. Our current platform provides a variety of offerings to support your values-based investing needs. Here is a sample of options we currently offer clients. Please note this list of offerings is continuing to expand. Reach out to your J.P. Morgan team to learn more. 

Values-based screens 

  • Tobacco
  • Gambling
  • Weapons
  • Alcohol
  • Adult Entertainment
  • LGBTQIA+ Inequity
  • Ocean-harming Practices
  • Deforestation
  • Inequity for women
  • Racial inequity
  • Significant Greenhouse Gasses
  • Unsustainable Agriculture practices 

Custom reporting using relatable sustainability metrics

Through our acquisition of OpenInvest, J.P. Morgan now offers automated and relatable sustainability reporting. Clients can view certain indicators within their portfolios versus those of the benchmark such as “fewer one way flights from NYC to London” and more across eligible securities. This information will provide investors with a more nuanced view of the ESG metrics on applicable holdings, giving them a new tool to evaluate parts of their portfolio.

*For illustrative purposes only

Learn More

Values-Based Restrictions

Restrictions are a way for investors to better personalize their investments by removing companies that conflict with values or preferences from their portfolio.

Narrator:

Introducing Values-Based Restrictions. Restrictions are a way for investors to better personalize their investments by removing companies that conflict with their values or preferences from their portfolio. Restrictions focus on a growing number of environmental, social, and governance values like greenhouse gas emissions, racial inequity, and deforestation. If sustainable agriculture is important to you, our Divest From Unsustainable Agricultural Practices Restriction could be a good fit. This Restriction seeks to exclude companies whose agricultural practices have negative impacts on the environment.

How's this work? Well Restrictions assess business practices based on scoring indicators that measure companies’ performance across metrics specific to each Restriction. In this case, the Divest From Unsustainable Agricultural Practices Restriction evaluates food and agriculture companies based on their sustainability commitments, pesticide use, and any recent legal environmental violations. A score below an established benchmark relative to that company’s peers on any indicator means that company is excluded from your portfolio.

Restrictions can offer a more personalized way to reflect your values in your investments, focusing your portfolio on the companies that support the things you care about most and divesting from those that don't. For more information about Restrictions and other values-based investing opportunities, contact your J.P. Morgan team.

END

Logo:

This video opens with a J.P. Morgan Private Bank logo over white.

Narrator:

Introducing Values-Based Restrictions.

Text on screen:

A title appears: 'Values-Based Restrictions.'

On screen:

A circle graph representing a portfolio is sectioned into five colors, each corresponding to a different icon. The icons include: a pair of shaking hands, arrows circling leaves, a pair of trees, smokestacks with downward pointing arrows, and gender symbols. The portion of the circle each color takes up shifts and changes.

Narrator:

Restrictions are a way for investors to better personalize their investments by removing companies that conflict with their values or preferences from their portfolio.

On screen:

Text appears, identifying each of the five icons, plus two more. The gender symbols represent 'Inequity for Women.' The leaves with the circular arrows represent 'Unsustainable Agriculture.' The smokestacks with the downward-pointing arrows represent 'Significant Greenhouse Gases.' The shaking hands represent 'Racial Inequity.' The trees represent 'Deforestation.' Wavy water lines represent 'Ocean Harming Practices.' And more connected gender symbols represent 'LGBTQIA+ Inequity.'

Narrator:

Restrictions focus on a growing number of environmental, social, and governance values like greenhouse gas emissions, racial inequity, and deforestation.

On screen:

The icon with arrows circling leaves zooms into the center, then an animation shows a tractor seeding a farm field. A magnifying glass peers into a farm building beside a windmill, revealing barrels of pesticide.

Narrator:

If sustainable agriculture is important to you, our Divest From Unsustainable Agricultural Practices Restriction could be a good fit. This Restriction seeks to exclude companies whose agricultural practices have negative impacts on the environment.

On screen:

Three sample graphs appear over the farm, labeled 'Pesticide Usage, Environmental Violations, and Sustainability Commitments.' The bars on each graph fluctuate as they're highlighted.

Narrator:

How's this work? Well Restrictions assess business practices based on scoring indicators that measure companies’ performance across metrics specific to each Restriction. In this case, the Divest From Unsustainable Agricultural Practices Restriction evaluates food and agriculture companies based on their sustainability commitments, pesticide use, and any recent legal environmental violations.

On screen:

The circle graph portfolio reappears, one portion is removed, and the circle closes in its place. The circle graph spins, and a pair of trees appear. Four more circle graph portfolios float in around it, with colored portions corresponding to icons including leaves, ocean waves, a scale, and a wind mill.

Narrator:

A score below an established benchmark relative to that company’s peers on any indicator means that company is excluded from your portfolio.

On screen:

In the circle graph, one portion is removed, and the circle closes in its place. The circle spins, and a pair of trees appear. Four more circle graphs float in around it, with colored portions corresponding to icons including leaves, ocean waves, a scale, and a windmill.

Narrator:

Restrictions can offer a more personalized way to reflect your values in your investments, focusing your portfolio on the companies that support the things you care about most and divesting from those that don't.

On screen:

The circle graphs spin faster and disappear.

Narrator:

For more information about Restrictions and other values-based investing opportunities, contact your J.P. Morgan team.

Logo:

A logo appears over white: 'J.P. Morgan Private Bank.'

END

1Morgan Stanley, Sustainable Signals, January 2024.

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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.

The ESG or sustainable solutions offered by J.P. Morgan meet our internally developed criteria for inclusion in the ESG 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 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.

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. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.

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.

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