This report shows public data only. Is this your organisation? If so, login here to view your full report.

J.P. Morgan Asset Management

PRI reporting framework 2020

Export Public Responses

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (B) Implementation: Thematic

(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

As described above, most of the fund AUM at JPMAM is ESG integrated. We have a small portion of themed funds, including the JPM Global Socially Responsible Fund, and the JPM Global Healthcare Fund. The Global SRI Fund is constructed out of a screened universe supplied by a specialist third-party advisor (E Capital Partners (; the Global Healthcare Fund invests primarily in pharmaceutical, biotechnology, healthcare services, medical technology and life sciences companies. That fund uses a screen for stocks within the gene therapy space and thereafter is entirely systematic computer based investing. Our total AUM for themed funds is 4,774 ($MM)