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Case Study

Educating advisers about research-enhanced Active ETFs with J.P. Morgan Asset Management

We partnered with J.P. Morgan Asset Management to demonstrate the advantages of low-cost, globally diversified active ETFs. Our research had three foci. Cost-effective active management for cost-conscious investor. Global exposure, leveraging J.P. Morgan’s extensive research team. And highlighting market differentiation in the competitive ETF space.

The Challenge

J. P. Morgan needed to emphasise the low-cost benefits of active ETFs, showcase global market exposure and flexibility, and demonstrate to Australians that J. P. Morgan is a leader in research-enhanced active ETFs.

The Solution

We analysed the growing demand for active ETFs, explored how low-cost active ETFs provide superior performance relative to index funds, and illustrated how J.P. Morgan’s ETFs blend passive and active strategies to generate alpha opportunities while managing risks.

Findings

  • Cost advantages: J.P. Morgan’s ETFs offered low fees, appealing to investors sensitive to management costs
  • Global reach: Active ETFs provided diversified global exposure, giving investors access to new market opportunities.
  • Research-driven differentiation: The firm’s REI strategies used proprietary insights from their global research team to optimise stock selection​

Results

This research reinforced J.P. Morgan’s active ETF strategy, enabling them to expand client outreach through data-driven insights. Our research also enabled J. P. Morgan to support marketing efforts with a clear, competitive advantage in the active ETF market.

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