Buyer's Guide
J.P. Morgan Asset Management
Business Model/TypeProp/non-prop
An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1
| Year entered into OCIO business | 1988 |
| Number of relationship managers/sales people | 1800 |
| Number of portfolio managers | 600 |
| OCIO percentage of total firm revenue | n/a |
| AUM full discretion | $45.2B |
| Number of full discretionary clients | 410 |
Discretionary assets by fund type
| Defined Benefit | $15.7B |
| 401(k), 403(b), other DC | $236M |
| Endowments/Foundations | $20.7B |
| Health Care Pools* | $0 |
| Other | $8.5B |
| *Board designated, funded depreciation. | |