Alternative Investments
At J.P. Morgan Private Bank, we specialize in alternative investments, and we believe they can be essential building blocks in your portfolio. But navigating this universe of complex investments can be challenging, and requires in-depth understanding to gauge the risks and identify high-return potential opportunities.
The role of alternative investments in a portfolio
Diversify my portfolio
You may need to look beyond the traditional 60:40 equity/bond portfolio to help manage volatility and achieve real diversification. Adding diversifiers, such as hedge funds or real assets to your portfolio could help. Over the long term, through diverse market conditions, alternative asset classes have continued to demonstrate the ability to improve risk/return versus traditional equity/bond portfolios.1
Aims to achieve above-market returns
In an environment of modest traditional market returns, allocating to private equity or private credit may serve as an alternate source to help generate above-market returns for your portfolio.
A full spectrum of alternative investment strategies
Finding the right alternative strategy depends on your goals.
Our platform provides access to a wide variety of investment opportunities to support your needs.
Private Equity
Investing in private companies
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Real Assets
Private investments in real estate, transportation and infrastructure
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Private Credit
Providing borrowers with capital in various forms
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Hedge Funds
Various strategies, including long/short investing in public markets
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Talk to your J.P. Morgan team to learn more about Alternative Investments
Talk to your J.P. Morgan team to learn more about Alternative Investments
A global team with access, scale and specialty
We harness the knowledge and experience of our global team to bring you a carefully curated set of high conviction, long-term growth opportunities, with broad implementation possibilities to help ensure you realize your goals.
Unique network of relationships
The scale and specialty of our team paired with our deep history in alternative investing have helped us develop a unique network of relationships with extensive reach.
Proprietary insights
We conduct thousands of manager and client meetings every year to keep our fingers on the pulse of the market. With these key insights, our access and scale, we create proprietary funds around market themes where we have conviction, and we deliver them exclusively to you.
Strategic point of view
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas in seeking to meet your needs.
Exclusive opportunities
We strive to build innovative access points to premier funds across the industry, and offer you exclusive access at more attractive minimum investments. Our heritage and connections across J.P. Morgan give us access to partners and opportunities not widely available.
$150 billion+ in client commitments3
Alternative investments have been a key focus of J.P. Morgan Private Bank for over two decades.
Meet the team
Why 2023 may still be good for private markets
As market volatility pushes down valuations, now may be the time to think about investing
LEARN MOREAdding alternatives to your portfolio
The appropriate amount to allocate will depend on several factors, including your investment objectives, the size of any existing allocation to alternatives, your time horizon, and your tolerance for the lower liquidity of alternatives relative to traditional assets.
Reducing Volatility
Chart shows alternatives allocation expanding and equities allocation reducing to possibly help reduce volatility.
Enhancing Portfolio Returns
Chart shows alternatives allocation expanding while fixed income and equities allocation is reduced to possibly help enhance portfolio returns.
Increasing Portfolio Returns
Chart shows alternatives allocation expanding and fixed income allocation reducing to possibly help increase portfolio yield.
For illustrative purposes only. There is no assurance any of these objectives will be met.
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas to meet your needs.
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Frequently Asked Questions
Alternative investments, or commonly referred as alternative assets, is an investment in either a tangible or financial asset primarily within private markets, excluding traditional investments such as stocks, bonds and cash.
They are generally comprised of private equity, real assets, private credit, and hedge funds. They are commonly known as active, return-seeking strategies that have varied risk profiles and differs from traditional long-only investments.
Alternative Investments can help you grow your wealth, diversify your portfolio and potentially uncover non-traditional returns in a low yield market. The “traditional” mix of stocks and bonds may no longer provide the returns investors need to reach their goals, causing alternative investments to go from optional to potentially essential portfolio building blocks. Depending on your goals, J.P. Morgan Private Bank can help you get started with alternative investing.
1J.P. Morgan Asset Management Guide to Alternatives, data as of November 30, 2023.
2There can be no assurance that any or all of the members of the Alternative Investments Group will remain with the firm or that past performance or success of any such professional serves as an indicator of the Fund’s success. Members of certain teams noted above provide services to multiple teams, including the Alternative Investments group. The organizational construct above is for illustrative purposes and is subject to change. Organization depicted is as of November 2023.
3Based upon assets under supervision as of October 2023. Includes non-discretionary investments administered by J.P. Morgan Private Investments Inc.
