J. P. Morgan Investment Management, Inc.

J. P. Morgan Investment Management, Inc.

J. P. Morgan Investment Management, Inc.

Overview
Date Founded

2000

Headquarters

270 Park Avenue,New York, NY 10017-7924

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

JPMorgan Investment Management's (JPMIM) investment approach is based on the premise that building an information advantage and capitalizing on it through active management is the key to investment success. The firm employs global fundamental research, quantitative valuation tools and bottom-up portfolio construction methods. Research analysts evaluate the US market by sector, while globally-based portfolio managers and analysts cover the international capital markets. JPMIM integrates the skills of their research analysts with those of experienced portfolio managers and economists to leverage information and choose the most fundamentally attractive investments. Investments are managed by teams, with portfolio managers working closely with research analysts. Portfolio managers typically purchase first and second quintile stocks while underweighting third, fourth and fifth quintile stocks. JPMIM looks for the stocks and ADRs of US and non-US companies with leadership positions in specialty niches, long-life product cycles, competitive cost structures, diversified client bases and significant insider ownership.

Contact Data
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Executives & Employees

Chief Executive Officer

Co-Managing Partner, Global Alternatives

Executive Director

Executive Director, Defined Contribution Real Estate Portfolio Management Team

Executive Director, Prime Finance-Capital Advisory Group

Executive Director

Executive Director-Capital Introductions

Executive Director-Derivatives Clearing

Executive Director

Executive Director

Board of Directors

Former President, US Exchange Traded Funds Complex at J. P. Morgan Investment Management, Inc.

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J. P. Morgan Investment Management, Inc.
Recent Transactions
Details Hidden

Austin Energy purchases Southern Power Co. /Nacogdoches Generating Facility from The Southern Company

Details Hidden

JPMorgan Infrastructure Investments Group purchases El Paso Electric Co.

Details Hidden

J. P. Morgan Investment Management, Inc., JPMorgan Chase & Co. purchase Vortex Energy Holding AG /Wind Assets from Vortex Energy Holding AG

Transaction Clients
Escrow Agent

Advised on ITE Management LP purchases American Railcar Industries Inc. from Icahn Enterprises LP

Investment Advisor

Advised on Austin Energy purchases Southern Power Co. /Nacogdoches Generating Facility from The Southern Company

Investment Advisor

Advised on EDENS, Inc. purchases AmREIT, Inc.

Transaction Advisors
Legal Advisor

Advised onZephyr Investments Ltd. /Private Group purchases Zephyr Investments Ltd. from Arcapita Asset-Based Investment (Management)

Legal Advisor

Advised onEDENS, Inc. purchases AmREIT, Inc.

Legal Advisor

Advised onJ. P. Morgan Investment Management, Inc., JPMorgan Chase & Co. purchase Summit Utilities, Inc.

Legal Advisor

Advised onJPMorgan Chase & Co., JPMorgan Infrastructure Investments Group purchase Sonnedix Power Holdings Ltd. from Sonnedix Global Holdings Ltd.

Legal Advisor

Advised onEDENS, Inc. purchases AmREIT, Inc.

Counsel

Advised onJPMorgan Chase & Co., JPMorgan Infrastructure Investments Group purchase Sonnedix Power Holdings Ltd. from Sonnedix Global Holdings Ltd.

Advisors & Consultants
Legal Advisor

Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Advisor

Partner & US Real Estate Advisory Practice Leader at PricewaterhouseCoopers LLP

Legal Advisor

Partner at Debevoise & Plimpton LLP

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm's investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

CalPERS' assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

NYSTRS invests in several diverse asset classes. The diversification of assets helps the firm earn the highest possible long-term rate of return within appropriate risk levels. In turn, this enables them to pay guaranteed benefits to members and their beneficiaries at the lowest possible cost to participating employers and the taxpayers that fund them. Their focus is on investing for the long term, utilizing a disciplined investment approach with a strong emphasis on risk control.

Investments
Details Hidden

Magic Leap, Inc. develops human computing interfaces and software. Its products include digitized light field signal, which is composed of hardware, software, sensors, and core processors. The company was founded by Rony A. Abovitz, Brian Schowengerdt, Samuel A. Miller, and Randall Handby 2011 and is headquartered in Diana Beach, FL.

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Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel in 2005 and is headquartered in San Francisco, CA.

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Zalando SE operates online retail stores, which offers shoes and fashion apparels. Its products include apparel, shoes and accessories for women, men and children. The company was founded by Robert Gentz and David Schneider in 2008 and is headquartered in Berlin, Germany.

Awards & Honors
Rank #2
2012
Hedge Fund Journal - 50 Largest US Managers
Sponsored by The Hedge Fund Journal
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