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Launches the official website of a sustainable, equity-focused investment fund based in the US

J.P. Morgan Asset Management introduces a socially conscious stock fund concentrating on American markets.

Launches its US-focused sustainable equity fund's website
Launches its US-focused sustainable equity fund's website

Launches the official website of a sustainable, equity-focused investment fund based in the US

The JP Morgan US Sustainable Equity Fund, with an ISIN of LU2363199030, has set its sights on a sustainable future. This fund, managed by David Small and Danielle Hines, eschews data from external providers and instead relies on its in-house team of over 20 analysts to seek out sustainability pioneers.

The fund employs specific sustainable investment strategies, targeting companies with substantially enhanced sustainability metrics. These metrics include steep reductions in greenhouse gas emissions (Scope 1, 2, and 3), water usage, and waste generation intensity. The fund aligns with the UN Sustainable Development Goals (SDGs) and applies rigorous governance standards, such as board independence and gender diversity.

The fund tracks a sustainability-focused index developed in collaboration with Solactive and Impact Cubed. This index aims for an 80% reduction in Scope 1 and 2 emissions, targets a 50% cut in Scope 3 emissions (indirect emissions), seeks a 90% reduction in water consumption and waste generation intensity relative to its parent index, and improves alignment with key UN SDGs.

The index also applies strict exclusion policies based on sustainability performance, eliminating companies that fail to meet high sustainability standards. Examples of excluded industries and companies include those involved in controversial weapons or nuclear weapons, or those that violate the UN Global Compact norms.

The fund's selection is based on a fundamental analysis that includes a 70-question sustainability assessment. The fund invests in 50 to 70 companies that demonstrate good corporate governance, manage environmental and social issues exceptionally well, and have a sustainable business model. The research analysts collaborate with the Sustainable Investing Team for active dialogue with the companies.

This collaboration aims to support and drive changes towards best practices for sustainable outcomes. The fund's ambitions are not limited to investment; it seeks to foster a culture of sustainability among the companies it invests in.

If you are interested in subscribing to the JP Morgan US Sustainable Equity Fund, you will receive a confirmation email. Please ensure to check your inbox and spam folder for this email. To activate your subscription, you must click the button contained in the confirmation email sent to you.

In summary, the JP Morgan US Sustainable Equity Fund pursues a sustainability-driven equity strategy centered on ambitious emission reductions, resource use efficiency, strong ESG governance metrics, exclusion of poor sustainability performers, and strict index tracking to maintain benchmark alignment without sacrificing impact. This fund is a testament to JP Morgan's commitment to sustainability and its vision for a greener future.

[1] JP Morgan Asset Management. (n.d.). J.P. Morgan US Sustainable Equity Fund. Retrieved from https://www.jpmorgan.com/us/en/asset-management/investments/equities/equity-funds/j-p-morgan-us-sustainable-equity-fund

[2] Impact Cubed. (n.d.). J.P. Morgan US Sustainable Equity Fund. Retrieved from https://www.impactcubed.com/funds/j-p-morgan-us-sustainable-equity-fund/

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