- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Provider Rankings
- Assets Under Management
- Clients
- Mandates
- Provider Profiles
- Allspring Global Investments
- BlackRock, Inc.
- Capital Group
- Columbia Threadneedle Investments
- Dodge & Cox
- Fiera Capital Corporation
- Income Research & Management ("IR+M")
- Insight Investment
- J.P. Morgan Asset Management
- KeyBank
- Legal & General Investment Management America, Inc.
- MetLife Investment Management (MIM)
- NISA Investment Advisors, LLC
- Pacific Investment Management Company LLC (PIMCO)
- Parametric Portfolio Associates
- SECOR Asset Management
- SLC Management
- Voya Investment Management Co. LLC
- Wellington Management Company LLP
Past Surveys
Provider Profiles
J.P. Morgan Asset Management
am.jpmorgan.com
Summary of Offering
Approach to liability-driven investing is rooted in a structurally diversified, global fixed-income platform with more than 60 years of experience across market cycles. A long-term lender’s perspective is embedded in the LDI philosophy focused on capturing inefficiencies through dynamic sector rotation and research-enabled security selection within spread sectors. Integrated solutions design and asset teams with deep and diverse expertise provide a complementary, team-based approach to solving for complexities of pension risk management challenges. A resilient solutions suite is offered across the entire LDI life cycle spectrum to help investors achieve funding outcomes.
Client Restrictions: JPMAM offers a suite of solutions across the entire LDI spectrum to help clients solve a variety of pension challenges. Typical account minimums are $100 million for a separate account and $5 million for each of six pension trust commingled funds available to qualified plans.
Business Summary (as of 06/30/2023)
| Total LDI clients | 44 |
| Total LDI mandates | 54 |
| Total LDI assets under management (US$) | $30B |
Regions With Active Mandates
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | X |
| Asia | X |
| Australia | |
| All other locations |
Sizes With Active Mandates
| <$500MM | |
| $500MM – $1B | |
| >$1B – $5B | |
| >$5B – $10B | |
| >$10B | X |
Regions With Asset Allocations
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | X |
| Asia | X |
| Australia | |
| All other locations |
Asset Classes With Asset Allocations
| Publicly Traded equities | X |
| Fixed income – Government only | |
| Fixed income – Investment grade (BBB- or higher) credit | |
| Fixed income – Below investment grade credit | |
| Fixed income – Multisector | |
| Fixed income – Other | X |
| Cash | |
| Private equity | X |
| Non private equity alternative investments, including real estate | |
| Any other asset classes not mentioned above | X |