Investor Profile
J.P. Morgan OCIO
- Entity type
- OCIO
- Headquarters
- New York, NY
- Website
- privatebank.jpmorgan.com
Firm-reported
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
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