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We combine the experience and knowledge of J.P. Morgan to help clients find solutions in a complex world.

Today's global markets and financial instruments demand more sophisticated strategies than a decade ago. J.P. Morgan's skillful use of this shifting investment landscape has driven broader diversity, enhanced risk management, and the opportunity to benefit from multiple sources of potential investment returns.

ASSET ALLOCATION A DECADE AGO
ASSET ALLOCATION A DECADE AGO PIE Chart
  • U.S. Large-Cap
  • International
  • Fixed Income
ASSET ALLOCATION TODAY
ASSET ALLOCATION TODAY pie chart
  • U.S. Equities
  • Fixed Income, FX and Cash
  • Structured Fixed Income
  • Real Estate and Hard Assets
  • Hedge Funds
  • Private Equity
  • Structured Equity
  • Europe Equities
  • Asia Equities
  • Emerging Markets Equities

Appropriate asset allocationFootnote 1 forms the foundation of your investment plan and has a significant impact on your investment results. At J.P. Morgan, we offer diversified portfolios and employ a dynamic process to manage risk and performance for our clients.