Case Study
J.P. Morgan Asset Management: Advisers & Active ETFs 2024
We partnered with J.P. Morgan 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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