Firm profile
J.P. Morgan OCIO
J.P. Morgan OCIO is an outsourced CIO firm based in New York, NY.
Updated . Rechecked quarterly; next check .
- Entity type
- OCIO
- Headquarters
- New York, NY
- Website
- privatebank.jpmorgan.com
- Source
- Firm-reported
About J.P. Morgan OCIO
J.P. Morgan lists Outsourced CIO as one of the portfolio management services offered through its private bank, positioned alongside investment management and sustainable investing, with a dedicated offering referenced for family clients.[Firm website]
The firm describes its approach as flexible, allowing clients to choose a largely in house managed strategy using J.P. Morgan's own investment views or a more fully outsourced multi manager solution drawing on external managers, depending on client preference.[Firm website]
- Focus
- Discretionary OCIO for family offices, endowments, foundations, and institutional portfolios
Where J.P. Morgan OCIO is listed
J.P. Morgan OCIO is on Corporate VC (26 firms, updated ).
Scope and method
- What is shown
- The facts on J.P. Morgan OCIO's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, privatebank.jpmorgan.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.