JP Morgan Asset Management announced the launch of JPMorgan Income AND F (JPIE), an active fixed income AND F which targets debt securities in the fixed income universe, seeking to provide a return with lower volatility and attractive distributions.
JPIE relies on the combined expertise of the Global Fixed Income Currency and Commodities division (GFICC), providing the best insights drawn from the expertise of various asset classes and broad investment capabilities.
“This current cycle has shown that passive fixed income investing has certain limitations and may not be able to offer the full range of stabilizing, diversifying and improving return benefits that most investors now expect. . In this environment, investors can benefit from intentional exposure to stocks and sectors that active management can provide, ”said Bryon Lake, Global Head of AND F solutions at JP Morgan Asset Management. Lake added, “When our clients need the active expertise to meet the challenges of macro and micro markets, JPIE uses a flexible and opportunistic approach that combines strategy and sector rotation, providing a liquid, profitable and efficient way to build and to manage a diversified market. fixed income portfolio.
JPIE expands JP Morgan Asset Management’s portfolio of active fixed income funds to 10 products. Full suite of 38 U.S. funds orders over $ 68 billion AT M. Other products include the award winning JPMorgan Ultra-Short Income AND F (JPST), which won the 2020 Fixed Income Award from Fund Intelligence AND F of the year.
The fund is managed by Andrew Norelli, Andrew Headley and Thomas Hauser, the same team that manages the JPMorgan Income Fund (JMSIX). Seasoned managers bring high yield, securitized and macro knowledge, and draw on the best income ideas from a global team of more than 290 investment professionals.
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André Norelli, Managing Director, is a member of Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, he is a portfolio manager for several cross-sector bond strategies, both benchmarked and unrestricted, and is a member of the asset allocation committee of JPMorgan Investor Funds. Andrew focuses on portfolio construction, asset allocation, macroeconomic strategy and global market dynamics. In addition, Andrew’s specialist knowledge of emerging markets and resolving credit issues is integral to assessing global investment opportunities and proactive risk mitigation. Prior to joining the firm in 2012, Andrew spent eleven years as a trader at Morgan Stanley, before co-leading the firm’s emerging market credit bureau from 2008 to 2012. Andrew holds a AB summa cum laude in economics from Princeton University. .
Andrew Headley, Managing Director, is the head of securitization strategies within the Global Fixed Income, Currency & Commodities group (GFICC) group. Based in New York, he is responsible for overseeing agency and non-agency mortgage-backed securities, commercial mortgage-backed securities, commercial mortgages (LMC) investment teams and securitized credit research. He is also responsible for managing mortgage portfolios as well as developing and implementing mortgage strategies for multi-sector portfolios. Employed since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the mortgage and asset-backed sectors for core fixed income strategies. Previously, Drew was a portfolio manager at Fischer Francis Trees & Watts (a subsidiary of BNP Paribas Asset Management) for eleven years, specializing in mortgage portfolios and major markets. Drew holds a BS in Economics from the Wharton School at the University of Pennsylvania and is a CFA charter holder.
Thomas Hauser, Managing Director, is a member of Global Fixed Income, Currency & Commodities (GFICC) and is responsible for the management of high yield investments for the Fund. Based in Indianapolis, he is a senior portfolio manager for GFICC The High Yield Fixed Income team is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Prior to joining the company in 2004, Thomas worked at 40 | 86 Advisors, most recently as co-portfolio manager on three mutual funds and as co-head of Collateralized Bond Obligation (CBO) Group. Previously, Thomas worked at Van Kampen Investments co-managing several high yield mutual funds and leading the high yield trading desk. Thomas holds a BS in Finance from the University of Miami (Ohio) and is CFA charter holder.
JP Morgan Asset Management, with assets under management of $ 2.7 trillion (as of September 30, 2021), is a global leader in investment management. JP Morgan Asset Management clients include institutions, retail investors and high net worth individuals in all major markets around the world. JP Morgan Asset Management offers global management of investments in stocks, bonds, real estate, hedge funds, private equity and liquidity. For more information: www.jpmorganassetmanagement.com.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services company based in the United States of America (“US”), with operations around the world. JPMorgan Chase had $ 3.8 trillion in assets and $ 290.0 billion in equity as of September 30, 2021. The company is a leader in investment banking, consumer and small business financial services, commercial banking, financial transaction processing and asset management. Under the JP Morgan and Chase brands, the firm serves millions of clients in the United States and many of the world’s largest businesses, institutions and governments. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
JP Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is a subsidiary of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. earn fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA. More information is available at https://am.jpmorgan.com/us/en/asset-management/gim/adv/products/etfs.
Investors should carefully consider the objectives and risks of investing as well as the costs and expenses of a AND F before investing. The summary and the full prospectus contain this and other information on the AND F and should be read carefully before investing. To obtain a prospectus: Call 1-844-4JPM-AND F.