Chief Investment Office
We’re focused on delivering something remarkably personal: an investment portfolio aligned with your specific goals and unique preferences. We are flexible and customized in our approach to building portfolios with a long-term foundation and applying disciplined risk management, so you can stay invested throughout market cycles.
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Flexibly customizable to incorporate your preferences
With your unique goals and preferences always in mind, we adjust portfolios across asset classes to help you seize opportunities and mitigate risk.
Geography
Global
Flexibility to diversify across regions, given macroeconomic differences and cyclical performance
Regional
Greater proportion of investments in a specific market due to familiarity and relevance
Alternatives
Include Alternatives
Hedge funds and liquid alternatives1 may enhance risk-adjusted returns. They provide the ability to invest in markets not easily accessible to traditional investors
Exclude Alternatives
Portfolio is limited to traditional stocks and bonds
Implementation
Active and Passive Blend
Flexibility for Portfolio Manager to blend based on market efficiencies, manager skill and cost
Index-Oriented
Closely reflects targeted market exposures, generally at a lower cost2
Our global team is invested in your success
Our team of over 50 professionals collaborate to help implement optimal strategies for your portfolio, manage risk, and employ investment analytics with institutional quality to help minimize your risk exposure as markets evolve.
1Investment in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments, including limited liquidity and limited transparency among other factors, and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies. Certain private equity and real estate investments are only offered within brokerage accounts.
2Passive vehicles are typically less expensive than active managers in the same market exposure. The views and strategies described in this document may not be suitable for all investors, and more complete information is available from your J.P. Morgan team that discusses risks, liquidity and other matters of interest.
