Sustainable Investing
We believe that the best kind of sustainable investing is shaped around you. We’ve created a comprehensive and transparent platform offering values-based, ESG, thematic, and impact investing strategies. Our approach offers a more personal way to think about your wealth by aligning your portfolio with your principles.
Our platform leverages four approaches that you can use individually or in concert
Values-based Investing
An investment approach that reflects your values by avoiding or increasing exposure to specific companies, sectors or business practices.
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ESG
An investment approach where consideration of environmental, social, and governance (ESG) factors is a key component of the implementation and portfolio construction investment decisions.
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Thematic Investing
Invests in companies and funds that target specific themes or issues, such as water, clean energy and gender diversity.
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Impact Investing
Invests in companies, organizations and funds with the intention of generating positive, measurable social and/or environmental outcomes alongside financial return.
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There's often a misperception that you have to sacrifice returns if you want your investments to be aligned with your values. But with the right tools and advice, you can achieve both your financial and sustainable investing goals.
Meet the team
Jessica Matthews
Global Head of Sustainable Investing
Preeti Bhattacharji
Head of Sustainable Investing, USPB
Daniel Rourke
Head of ESG Integration
Sophie Haas
Head of Sustainable Investing, IPB
Tamara Brian
Associate
Olivia Childs
Associate
Connor Bercik
Analyst
What is driving demand?
Past performance is never a guarantee of future returns. Some sustainable investing strategies may prioritize sustainable objectives over investment returns.
Our extensive platform designed for you
We offer sustainable investments across a variety of asset classes, investment styles and geographies. You can choose among a robust product offering. Whether you want to focus the core of your portfolio or invest in a thematic megatrend, you have choices. We meet you where you are and help you get where you want to be.
Related & Recommended
Sustainability reporting
Through our acquisition of OpenInvest, J.P. Morgan now offers automated and relatable sustainability reporting. Clients can view certain indicators within their portfolios versus that of the benchmark such as “tons of carbon avoided” and more across eligible securities. This information will provide investors with a more nuanced view of the ESG metrics on applicable holdings, giving them a new tool to evaluate parts of their portfolio.
1Morningstar Direct, as of December 31, 2021.
2 Whelan (NYU Stern) et al, “ESG and financial performance: uncovering the relationship by aggregating evidence from 1,000 plus studies published between 2015 – 2020,” February 10, 2021.
3IBM Research Insights, “Meet the 2020 consumers driving change,” June 2020.
Talk to your J.P. Morgan Team to learn more about Sustainable Investing
Corporate social responsibility
At J.P. Morgan, we practice what we preach. We show our commitment to creating positive societal change through corporate initiatives in communities across the globe and advancing sustainability both for our clients and in our own operations. We integrate environmental, social and governance (ESG) considerations into the policies and principles that govern our entire company.
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