Asset Management Awards for Excellence 2020 – Best Fund Provider – Multi-asset Solution

Best Fund Provider Multi-asset Solution


J.P. Morgan Asset Management

Best Fund Provider – Multi-asset Solution

Leon Goldfeld

managing director, multi-asset solutions portfolio manager,
J.P. Morgan Asset Management

“We are delighted and honoured to receive this award for the 6th consecutive year. This truly reflects the high-quality performance and service that we provide, and the trust we have from our private bank and wealth management clients. The demand for multi-asset investing has grown and evolved over the past 45+ years, as we have grown and evolved with our clients. With 87 investment professionals* in the US, London, Hong Kong, and Taipei, and through their dialogues with clients, we strive to tailor investment solutions that are fitting for local needs and help achieve specific client outcomes.”

Winners rationale

Investors’ thirst for yield intensified in 2019 as escalating trade and geopolitical tensions continued to cloud risk sentiment. Yet, with global central banks staying accommodative to keep the world’s economy on track, income opportunities could rarely be found in a pure traditional fixed income strategy, and thus an active income-sourcing approach across different asset classes became more important.

In 2019, J.P. Morgan Asset Management continued to lead the multi-asset category with the success of the JPMorgan Global Income Fund strategy, which has a track record of over 10 years.

In Hong Kong, the multi income strategy achieved top quartile performance for one-year, three-year and five-year periods, beating the peer group median, according to Morningstar.

Designed to be flexible with respect to geography, asset class, market capitalisation, and capital structure of the securities selected, this strategy took a medium to long term view of markets with a priority of income, acting on the investment themes that the investment team believed were going to outperform in the next six to 12 months.

Although the core sources of income for this fund were the asset classes (such as high yield, emerging market debt, investment grade bonds, high-dividend yielding equities, and REITs), the strategy dynamically adjusted the portfolio and considered opportunistic allocations, such as convertible bonds, non-agency mortgages, and other non-traditional sources of income.

A superior fund performance and a robust investment process cannot be achieved without a dedicated team. With global integration being central to the firm’s research-driven investments, J.P. Morgan Asset Management had 87 dedicated multi-asset investment professionals across 22 locations, and the team also had the ability to draw on the strength of over 1,100 investment professionals across different asset classes and regions.

Dedication and commitment to helping the region’s high net worth clients build stronger portfolios continued to make the asset manager an innovative leader in delivering the best client solutions and services in the multi asset segment.

J.P. Morgan Asset Management is therefore Asian Private Banker’s choice for Best Fund Provider – Multi-Asset Solution for 2020.

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