J. P. Morgan Investment Management, Inc.

J. P. Morgan Investment Management, Inc.

J. P. Morgan Investment Management, Inc.

Overview
Date Founded

2000

Headquarters

383 Madison Avenue New York, NY, 10179, US

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

JPMIM utilizes different methods of analysis that are tailored for each of the investment strategies they offer their clients. They use different methods of analysis and investment strategies in formulating investment advice or managing assets. 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.

Contact Data
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Executives & Employees

Chief Executive Officer

Executive Director

Executive Director, Defined Contribution Real Estate Portfolio Management Team

Executive Director, Prime Finance-Capital Advisory Group

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director

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Recent Transactions
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J. P. Morgan Investment Management, Inc., JPMorgan Chase & Co. purchase 55 Institutional Partners LLC from Tectonic Ventures Management LLC

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

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

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.

IPERS’ investment policies are designed to provide a return on the IPERS Trust Fund that when combined with the periodic contributions of the membership and employers will meet or exceed the benefit funding requirements of the plan over time while staying within the Investment Board’s tolerance for risk. Their public market investments include the following broad asset classes: Equities (Domestic, International, and Global Smart Beta Equities).

Investments
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Menlo Security, Inc. provides cyber security services. It protects organizations from cyber attack by eliminating the threat of malware. The company was founded by Amir Ben-Afraim, Gautam Altekar, Poornima DeBolle and Gautam Altekar in 2013 and is headquartered in Palo Alto, CA.

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Magic Leap, Inc. engages in the development of human computing interfaces and software. It offers Magic Leap 1. The company was founded by Rony A. Abovitz, Brian Schowengerdt, Samuel A. Miller, and Randall Handby 2011 and is headquartered in Plantation, 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 on March 22, 2005 and is headquartered in San Francisco, CA.

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