Provider Profiles
J.P. Morgan Asset & Wealth Management
| Portfolio Construction |
| Not provided |
| Profile | |
| Business model§ | Proprietary/non-proprietary |
| Year entered into OCIO business | 1988 |
| No. of relationship managers/salespeople | Not provided |
| No. of OCIO portfolio managers | 100 |
| OCIO % of total firm revenue | Not provided |
| No. of clients, full discretion | 700 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $164.2b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $20.4b |
| 401(k), 403(b) or other defined contribution plan | $1.9b |
| Endowments or foundation | $31.7b |
| Health care pools (board designated, funded depreciation) | $2.4b |
| Other | $107.7b |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: An OCIO platform is something other than the types listed above. |