ETFdb Logo
ETFdb Logo
ETFdb Logo
ETFdb Logo
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • Entrepreneur ETF
    • Equity ETF
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Future ETFs
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Modern Alpha
    • Multi-Asset
    • Multi-Factor
    • Nasdaq Investment Intelligence
    • Portfolio Strategies
    • Retirement Income
    • Smart Beta
    • Thematic Investing
    • Volatility Resource
  • Database
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
    • ETFs Future-Forward 2021: An iShares Investing Symposium
    • Three Themes for 2021: An iShares & MSCI Investing Symposium
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Videos & Podcasts
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. J.P. Morgan ETF Strategies Are Backed by Experience
News
Share

J.P. Morgan ETF Strategies Are Backed by Experience

Max ChenJun 10, 2019
2019-06-10

Money managers are tapping into their decades of experience as they adapt time-tested strategies into the efficient exchange traded fund investment vehicle.

“If you look at the way we’ve built out the lineup – equities, fixed income, alternatives – all of those capabilities are built off of existing investment engines at J.P. Morgan. So leveraging that deep expertise that we have and bringing it to the ETF industry via the ETF wrapper,” Jillian DelSignore, Executive Director, Head of ETF Distribution, J.P. Morgan Asset Management, said at the Morningstar Investment Conference.

For example, DelSignore highlighted the JPMorgan Diversified Return International Equity ETF (JPIN B+) as a strategy that leverages J.P. Morgan’s experience in quantitative research and portfolio management, employing a team approach led by Dr. Yazann Romahi, CIO of Quantitative Beta Strategies.

The ETF tracks the JP Morgan Diversified Factor International Equity Index, which utilizes a rules-based approach combining risk-weighted portfolio construction with multi-factor security screening based on value, quality and momentum factors. Specifically, it may incorporate multi-factor screens for value based on as dividend yield and book-to-price; momentum based on return-on-equity; and quality based on total return divided by the standard deviation of daily local returns over one year.

On the fixed-income side, investors may look to something like the actively managed JPMorgan Ultra-Short Income ETF (JPST) as a popular way to access the short-end of the yield curve. The ultra-short duration bond strategy leverages the expertise of J.P. Morgan’s Global Liquidity business. In a rising interest rate environment, investors are looking for a safe way to park their cash and reduce risk exposures, and with something like JPST, investors can utilize an innovative solution to build stronger portfolios.

JPST tries to provide current income while seeking to maintain a low volatility of principal by investing in investment-grade, U.S.-dollar-denominated short-term fixed, variable and floating rate debt. The fund can include corporate securities, asset-backed securities, mortgage-backed and mortgage-related securities, and high quality money market instruments such as commercial paper and certificates of deposit.

Lastly, alternative strategies like the JPMorgan Diversified Alternatives ETF (JPHF) combines various hedge fund-esque, alternative investment strategies in an easy-to-use ETF wrapper. Specifically, JPHF will include equity long/short, event driven and global macro based strategies.

The managing advisors of JPHF will try to generate positive total returns over time while including a relatively low correlation to traditional markets, which helps smooth out a portfolio if the markets experience any unexpected turns ahead. These types of alternative strategies help investors diminish downside risk and still capture upside potential to generate improved risk-adjusted returns over time.

Watch the full interview between ETF Trends CEO Tom Lydon and Jillian DelSignore:


Content continues below advertisement

For more ETF-related commentary from Tom Lydon and other industry experts, visit our video category on ETF Trends.

» Popular Pages

  • Tickers
  • Articles

May 18

602: Innovation Moves Beyond Benchmarks | The Switch

May 18

New SEC Rules Highlight the Importance of Cybersecurity

May 18

Bargain-Hunters Are Perusing the Nasdaq 100 Aisle

May 18

Get Pulse on PBW for Low-Carbon Economy

May 18

EFIV Refreshed After ESG Index Rebalance

May 18

Small-Caps Might Offer Big Surprises

May 18

Agriculture Equities Still Worth Considering

May 18

Crypto Can Rise From the LUNA Ashes

May 18

Stay Defensive and Short With These 2 ETFs

May 18

Real Estate Opportunities with WisdomTree

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

WEAT

Teucrium Wheat Fund

DBA

Invesco DB Agriculture Fund

XLE

Energy Select Sector SPDR...

ARKK

ARK Innovation ETF

VTI

Vanguard Total Stock Market...

PDBC

Invesco Optimum Yield...

SCHD

Schwab US Dividend Equity ETF...


Content continues below advertisement

Loading Articles...
Help & Info
  • Contact Us
  • About Us
  • Mission Statement
  • Press
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © ETF Flows LLC
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

Equity ETF Channel

Retirement Portfolio Redux: Is the 60%-40% Portfolio Dead?

Debbie CarlsonOct 22, 2020
2020-10-22

With the 10-year U.S. Treasury yield hovering below 1% and Federal Reserve Chairman Jerome Powell...

Equity ETF Channel

Portfolio Diversification Isn't Dead, It Was Just Sleeping

Debbie CarlsonOct 15, 2020
2020-10-15

Investors could be forgiven to think there was no reason to invest outside of the U.S. for the...

}
X