J.P. Morgan Global Insurance Solutions is a dedicated team of over 70 professionals focused on serving the investment needs of insurance clients. We are a recognized insurance industry leader with expertise in providing a comprehensive suite of advisory services and investment solutions across all major asset classes. We manage $175bn1 of general account AUM across fixed income, alternatives, equities and multi-asset mandates. We offer innovative alternative strategies for insurers that produce attractive and stable income and improve capital and tax-efficiency. Our deeply resourced insurance fixed income team has a track record of generating stable cash flows leading to stable book income and excess return through various market cycles. For more information, please visit us at jpmorgan.com/GIS.
1 All figures are as of 12/31/19 unless otherwise stated. There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management will continue to be employed by J.P. Morgan Asset Management or that the past performance or success of any such professional serves as an indicator of such professional’s future performance or success. Source: JPMorgan Chase & Co., J.P. Morgan Asset Management.
2019 YE — All values in USD billions— Definitions
J.P. Morgan Asset Management
277 Park Avenue, New York, New York, 10172
Service Offerings & Client Profiles
|Investment Accounting Outsourcing||Y||ALM Partnering||Y|
|Customized Portfolio Reporting||Y||Regulatory Assistance||Y|
|Insurance Client Web Portal||Y||Strategic Asset Allocation Advice||Y|
|Peer Analytics||Y||Tactical Asset Alloc / Multi-Asset Portfolio Mgt||Y|
|Capital Modelling & Management||Y||Insurance Client Conferences||Y|
|Income & Cash Flow Projections||Y||ESG Specific Products Placed with Insurers||Y|
Client Relationship Size
|3rd Party General Account||Public||Private||Total|
|Europe & UK||33.645||453.169|
|Public Fixed Income||3P-GA||Firm|
|Governments & Agencies||8.572||–|
|Securitized – RMBS||16.307||–|
|Securitized – All Other||11.493||–|
|Emerging Markets – Sovereigns||3.779||–|
|Emerging Markets – Corporates||10.161||–|
|Global Developed Markets||0.981||–|
|Mkt Neutral / Long-Short / Liquid Alts||–||–|
|Private Fixed Income||3P-GA||Firm|
|Private Placements – Traditional||–||–|
|Corporate – Middle Market||–||–|
|RE – CMLs||0.612||–|
|RE – All Other Debt||–||–|
|Private Equity, Equity Alts||3P-GA||Firm|
|PE / VC||2.564||–|
J.P. Morgan Asset Management currently does not report the breakdown of the Private and Public Fixed Income.
Fixed Income: Other – Includes Multi-Asset Solutions that may overlap with other products.