Video transcript: The potential benefits of alternative investments
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This video opens with a title beside a brown-haired woman in a patterned scarf and blazer:
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A Customized Approach to Alternative Investments?
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A J.P. Morgan Wealth Management logo remains in the corner.
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A bold disclosure in a text box reads:
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INVESTMENT AND INSURANCE PRODUCTS:
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NO BANK GUARANTEE
- MAY LOSE VALUE
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A disclaimer in small text reads:
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Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.
Kristin Kallergis Rowland:
At J.P. Morgan, we strive to develop personal partnerships with each client.
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Identifying text appears beside the speaker:
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Kristin Kallergis Rowland
Global Head of Alternative Investments
J.P. Morgan Wealth Management
Kristin Kallergis Rowland:
We focus on each investor’s individual goals to inform how we bring a wealth strategy to life. We use that same process to help eligible clients build out an allocation to alternative investments.
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A climbing bar graph appears with the heading:
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Private Equity
Aim to achieve above market returns
Kristin Kallergis Rowland:
For those clients seeking enhanced returns, we may recommend considering private equity.
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An arrow from the bar graph travels upwards to create a leafy tree alongside the heading:
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Private Credit
Generate potential income with private credit
Kristin Kallergis Rowland:
For those focused on generating income, we may look at private credit strategies.
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A line moves away from the tree and creates a graph of concentric circles around a pie chart, alongside the heading:
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Real Asset Strategies
Enhance the diversification of your portfolio with real assets
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Asset allocation/diversification does not guarantee a profit or protect against loss.
Kristin Kallergis Rowland:
And if a client is trying to diversify his or her portfolio, we can then explore other avenues such as real asset strategies. We believe the ideal strategy is one that is designed with a client’s unique needs and goals in mind and often includes a combination of alternative strategies.
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A bulleted list of Alternative Strategies appears, including:
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Alternative Strategies
- Real assets
- Private credits
- Private equity
- Hedge funds
Kristin Kallergis Rowland:
J.P. Morgan is dedicated to creating a custom approach to address nearly any set of client needs.
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The video ends with a logo over gray:
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J.P. Morgan WEALTH MANAGEMENT
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Legal disclosures appear:
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The views, opinions and estimates expressed are those of the speakers and may differ from other areas of J.P. Morgan; such information may change without notice or may not occur. This content is for informational purposes, it is not presented as J.P. Morgan Research and should not be treated as advice or a recommendation to buy or sell any investment. The information this content is based is current and believed to be accurate. Investors should obtain relevant information before making any investments (or investment decisions), which include obtaining appropriate legal, tax, or accounting advice. JPMorgan Chase & Co. and its affiliates do not provide this type of non-investment guidance.
Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Outlooks and past performance is not a guarantee of future results.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors.Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.
Asset allocation/diversification does not guarantee a profit or protect against loss.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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