Global Multi-Asset Group (GMAG)

Transcription

1 NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE Global Multi-Asset Group (GMAG) Blending multiple assets into single investments to maximize diversification, return potential and manager flexibility Insight + Process = Results SM

2 For nearly 40 years, the Global Multi-Asset Group (GMAG) has delivered diversified investment solutions to pension plans, corporations and other institutional clients. Today, the same people and processes used to manage over $59 billion globally are available to you through select J.P. Morgan Funds. 1 A more strategic, diversified approach to investing Many investment solutions are limited to one manager investing in one asset class. At GMAG, we take a different approach. We combine multiple J.P. Morgan strategies into a single investment in an effort to better diversify risk, expand return potential and adapt to changing market conditions. What we do How we do it What it means to you Strategic and tactical asset allocation Diversify globally across multiple markets Determine the portfolio mix needed to pursue targeted risk-return objectives Develop long-term strategic forecasts for major markets worldwide to decide how much to invest in each Potential to capture returns from many different markets without concentrating risks in any particular area Investment screening and selection Access multiple strategies, sectors and specialists Seek to identify J.P. Morgan s best investments in each category Analyze past returns, future potential, risk, investment process, management and other factors Global access to J.P. Morgan s products and professionals Ongoing monitoring and adjustment Adapt to multiple market environments Aim to fine-tune exposure to certain asset classes as market conditions and outlooks change Review portfolios daily to identify opportunities to reallocate assets or replace current holdings Flexibility to pursue areas of strength and avoid perceived weaknesses in any market environment 1 Assets under supervision as of 9/30/11 P. 2

3 Our name says it all Who we are Dedicated team of asset allocation specialists within J.P. Morgan Asset Management Over 70 investment professionals, averaging 11 years experience 1 Over $59 billion in global assets under supervision 1 Nearly 40-year track record of advising pension plans Offices in New York, London and Hong Kong One of the world s largest managers of convertible bonds 1 As of 9/30/11 Global Exposure to major markets, countries and geographic regions around the world Multi-Asset Diversified across asset classes, investment styles and market sectors Group Team of professionals with diverse backgrounds, skills and perspectives What makes us different Access to J.P. Morgan s global resources and capabilities Over 240 investments to choose from when building fund portfolios Diverse product lineup spanning every major asset class and country globally Access to 700 professionals in 23 countries, offering first-hand knowledge of local markets Daily interaction with the specialists managing individual fund holdings Research insights used to create and adjust fund allocations Sophisticated tools to analyze markets risks, returns and relationships to each other New product innovations to expand diversification and enhance return potential P. 3

4 GMAG works to plan, construct and manage multi-asset investment solutions Global Multi-Asset Group (GMAG) Strategists and economists Long/intermediate/short-term views Economic scenarios Research analysts Conduct independent research into global markets Screen potential investment strategies and managers Perform daily risk monitoring Plan, construct and manage multi-asset solutions Portfolio managers Select underlying portfolio managers and investments Review portfolio positions and performance each day Add or replace strategies as better alternatives become available Implementation team Execute asset allocation plans and portfolio changes Rebalance assets to maintain proper diversification Conduct transactions in a cost-efficient manner P. 4

5 GMAG team members Bringing experience and expertise to J.P. Morgan Funds The Global Multi-Asset Group (GMAG) includes some of J.P. Morgan s most senior investment professionals. They offer decades of combined experience and a deep understanding of today s global markets. GMAG NY Investment Team Neill Nuttall, Head of GMAG Global 34 years experience; 27 years at J.P. Morgan As head of GMAG s international operations and a member of the Global Strategy Team, Neill Nuttall specializes in asset allocation, total return investing and convertible securities. He is also a member of the JPMorgan Income Builder portfolio management team. Jeffrey Geller, Head of GMAG U.S. 33 years experience; 4 years at J.P. Morgan Jeffrey Geller is responsible for overseeing all investment accounts managed by GMAG s New York-based team. He specializes in total return portfolios, and is a member of the JPMorgan Income Builder Fund and JPMorgan SmartRetirement Funds portfolio management teams. Patrik Jakobson, Portfolio Manager 24 years experience; 24 years at J.P. Morgan Patrik Jakobson is responsible for balanced strategies and is also a member of the Global Strategy Team. He is on the portfolio management teams of the JPMorgan Income Builder Fund, JPMorgan Diversified Fund and JPMorgan SmartRetirement Funds. The power of GMAG s team approach Over 70 professionals draw on personal experiences as well as J.P. Morgan s global resources to bring you a diversity of opinions and continuity of management. Our goal: consistent processes and performance not overly dependent on any one person. Robert D. White, Portfolio Manager Executive Director 19 years experience; 3 years at J.P. Morgan Robert White is a portfolio manager focused on absolute return strategies. His responsibilities include manager diligence on alternative investments as well as business development and investor relations for institutional clients. He was previously the head of U.S. Equity Absolute Return Strategies within J.P. Morgan Asset Management. Michael Feser, CFA, Quantitative Research 17 years experience; 17 years at J.P. Morgan Michael Feser is head of quantitative research and portfolio management. His responsibilities include capital allocation, risk management and analysis for GMAG s absolute return products. He was previously an Investment Director for International Fixed Income and Currency in London/Frankfurt. As of 9/30/11 P. 5 Anne Lester, Portfolio Manager 19 years experience; 19 years at J.P. Morgan Anne Lester manages the JPMorgan SmartRetirement Funds and other multi-asset products for company retirement plans. She is also a member of the JPMorgan Income Builder portfolio management team. She previously managed fixed income portfolios in Milan for over five years. Michael Schoenhaut, CFA, Quantitative Research Executive Director 14 years experience; 14 years at J.P. Morgan Michael Schoenhaut is responsible for portfolio construction and implementation. He is also involved in quantitative research, manager analysis and tactical asset allocation. Michael is a member of the portfolio management teams of the JPMorgan Income Builder Fund, JPMorgan Diversified Fund and JPMorgan SmartRetirement Funds. There can be no assurance that the professionals currently employed by JPMAM will continue to be employed by JPMAM or that the past performance or success of any such professional serves as an indicator of such professional s future performance or success.

6 Global Multi-Asset Group (GMAG) Managing select J.P. Morgan Funds JPMorgan Diversified Fund JPMorgan Income Builder Fund JPMorgan SmartRetirement Funds JPMorgan Strategic Preservation Fund JPMorgan Diversified Real Return Fund Serving sophisticated institutional investors Manage total assets for more than 40 large Defined Benefit pension clients 401(k)s and other company retirement plans Insurance companies Endowments and foundations TAMPs (turnkey asset management providers) Unified managed accounts NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE Contact JPMorgan Distribution Services, Inc. at for a fund prospectus. You can also visit us at Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of future results. J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC. J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide. Those business include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc. JPMorgan Chase & Co., November 2011 BRO-GMAG