JPMorgan Asset Management: evolution of ESG investment

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J.P. Morgan Asset Management - The evolution of the ESG investment landscape


Strategists at J.P. Morgan Asset Management shared their views on why investors are paying more attention to ESG factors and how ESG factors can be incorporated into investment decision making.


Environmental, social and governance factors are increasingly used alongside traditional financial metrics to gain a better understanding of the risks linked to the sustainability of any investment. There are many ways in which these factors can be incorporated into an investment process, depending on how investors want to align their financial objectives with their values.


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Key Takeaways:


  • What is ESG?


  • Why are investors paying more attention to ESG factors?


  • How can ESG factors be incorporated into investment decision making?


  • What is the process for rating an asset based on ESG factors?




Environmental, social and governance factors are becoming a higher priority for governments, regulators and savers alike. Investors have a range of strategies they can deploy, ranging from ESG integration, whereby ESG factors are considered alongside traditional metrics in the investment process, to impact investing, in which a specific sustainable outcome is at the heart of the investment process. At a minimum, understanding how ESG-related preferences and policies are changing is necessary to mitigate investment risk. However, savers are, increasingly, seeking more than financial returns—they also want to be a force for change.


Important Information:


This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.


October 2022

Please note that these are the views of J.P. Morgan Asset Management and should not be interpreted as the views of RL360.


Hugh Gimber

Global Market Strategist

Soňa Stadtelmeyer-Petru

Sustainable Investing Lead Investing Strategist EMEA

J.P. Morgan Asset Management

October 2022

Please note that these are the views of J.P. Morgan Asset Management and should not be interpreted as the views of RL360.

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A range of J.P. Morgan Asset Management can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, LifePlan Lebanon, Protected Lifestyle and Protected Lifestyle Lebanon, and also through our PIMS portfolio bond.