J.P. Morgan Investment Management Inc. offers a wide array of investment strategies and solutions to individual and institutional clients worldwide. The firm provides discretionary and non-discretionary investment management services covering global equities, fixed income, currencies and commodities, global liquidity, derivatives, multi-asset solutions, and alternative investments such as private equity, real estate, and infrastructure. In addition to traditional Separately Managed Accounts, the firm offers model portfolios, tax-managed strategies (including through 55ip), and wrap fee programs in partnership with various financial sponsors. The firm employs fundamental, quantitative, and technical research processes, with options for environmental, social, and governance integration and sustainable investing approaches.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.02% to 2.00% annually depending on the investment mandate and terms negotiated with sponsors or clients. Fees may be negotiable.