J.P. Morgan Asset Management’s Post

#ActiveETFs have emerged as one of the fastest growing investment vehicles globally. Why are some investors turning to active ETFs? How are they different to passive ETFs? Check out our #DemystifyingActiveETFs series to debunk the most common active ETF myths. Stay tuned for more insights to unlock the potential of #ActiveETFs: Hong Kong: http://spr.ly/6045eKMeH Australia: http://spr.ly/6046eKMey Investment involves risk. Investors should make their independent evaluation or seek independent advice prior to making any investment. This advertisement or publication has not been reviewed by the Securities and Futures Commission in Hong Kong. This material is issued by JPMorgan Funds (Asia) Limited and JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919).All rights reserved.

ETF (Exchange Traded Funds) are emerging as an increasingly attractive investment option for those seeking to enter the financial world in a simple, inexpensive and low-risk manner. These instruments offer a range of advantages that make them ideal allies for investors who aspire to build a solid and diversified long-term portfolio. #PersonalFinance #Savings #FinancialPlanning #FinancialFuture #FinancialSecurity

Excerpt from Q2 quarterly letter: "The term “outcome-oriented investing” started to be used many years ago, to allow managers to explain away poor performance relative to simple, suitable benchmarks and strategy substitutes. In Figure 6 we show how a simple strategy substitute of 50% S&P 500 TR + 50% Generic 1M T-Bill Return has recently outperformed notable JP Morgan strategies, tickers JHEQX, JP Morgan Hedged Equity and JEPI, JP Morgan Equity Premium Income ETF. Note the dashed blue and dashed green lines underperforming the 50/50 strategy substitute, in solid green." For more about QVR Advisors strategies reach out to Scott Maidel

🤔 If, as reports claim, actively traded securities (Mutual Funds, ETFs, etc) often underperform the market after fees are factored in; how will the oft-touted managed accounts in 401(k)s be different (actually beneficial to participants)? Are claims that managed accounts under-perform erroneous? Or is there something unique with in-plan managed accounts that helps them consistently outperform? "...paying more to get less performance—and ignoring the longstanding wisdom that active managers often struggle to beat the wider market after accounting for fees."

Great speaking to Bloomberg today on the ongoing impact of the US $BTC ETF on the recent rally. What appears to have been underappreciated by the market is that the onboarding of US Investment Advisors to a novel product takes time, i.e not all firms will have access at launch. It paints a picture of pent up demand from investment advisors, waiting for the 'green-light' from their firms to allocate client capital. https://lnkd.in/g9fsGBeA

I hear that everyone is investing in this thing called ETFs. What is an ETF and what are the benefits of investing in ETFs? An Exchange-Traded Fund (ETF) is a diversified investment fund traded on stock exchanges. It can offer you exposure to a wide range of assets within a single investment vehicle. ETFs can track the performance of specific indexes or sectors and provide diversification, helping spread risk across different assets. With lower management fees compared to actively managed funds, ETFs offer cost-effective investment options while providing transparency into their holdings and liquidity through trading on stock exchanges. If you are interested in investing in ETFs, you should consult your financial adviser who can ensure that you are invested according to your needs and objectives.

As the Fed looks to continue their rate cutting cycle, now is a pivotal time for advisors to reevaluate their clients' fixed income strategies. For those in search of income, the iShares Flexible Income Active ETF (BINC) can be a compelling option to navigate fluctuating markets. Managed by Rick Rieder, BlackRock’s CIO of Global Fixed Income and Morningstar’s 2023 Outstanding Portfolio Manager, BINC seeks to maximize income by investing in traditionally harder-to-reach sectors beyond traditional core bond allocations while tactically managing risk. You can learn more about BINC and our suite of active fixed income ETFs here -> https://lnkd.in/eXQ4CXSU. #fixedincome #wealthmanagement For Professional Investors Only

Why launch an ETF? Three words: Advantage. Attraction. Efficiency. 📊 An ETF launch can be more than just a new financial product—it’s a strategic move for: 🔹 Brand Differentiation – Stand out from competitors and establish your firm’s presence in the market. 🔹 Client Attraction – Broaden your reach with a product that appeals to a wide range of investors, from institutions to individuals. 🔹 Operational Efficiency – Scale your offerings with cost-efficient, streamlined investment management. With ETC by your side, the journey can be seamless. We can handle everything from regulatory compliance to portfolio management so you can focus on strategy and client relationships. The market is waiting—let’s build your competitive edge together! 🌐 https://hubs.la/Q02Trxz70 #CompetitiveAdvantage #ETFs #WealthManagement #AssetManagement #ClientAttraction #OperationalEfficiency

In the world of investing, there are many products and tools advisers can use to support the financial goals of their clients. Exchange-traded funds (ETFs) are one of those investment tools. So, what is an ETF? An ETF allows you to gain exposure to a wide range of assets without having to pick individual securities. With an ETF, you don't own the underlying investments; you own units in the ETF, and the ETF provider owns the shares or assets. While ETFs are cost-effective and flexible and can help with diversification, they are just one of many tools that could play a role in a well-balanced portfolio. We help you navigate your financial goals, timeframe, and appetite for risk to build an investment portfolio that meets your needs. Learn more about how we can work with you today 🔗 https://bit.ly/3BeNZlv #financialfoundationsaustralia #financialplanning #retirementplanning #wealthbuilding