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 Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)

SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
Conducted by
Asset class
Scope and process

During the course of evaluation of a new manager, the deal team of PEG reviewed governance clauses at the firm.  The manager of the fund did not have a key person governance clause on the top decision maker and General Partner at the firm.  The internal deal team pushed to get the General Partner as a key person into the legal documents. This was viewed as a risk in terms of governance, decision making and ultimately could impact investment performance and limited partner welfare.   


The manager of the fund would not change their governance provision to include the General Partner and key decision maker in the governance clause.  This was a contributing factor to our decision to not invest in the fund.

09.2. Additional information.