Advisory Services

Strategic Investment Advisory Group


At the core of thought leadership and strategic thinking

The Strategic Investment Advisory Group (SIAG) is one of J.P. Morgan Asset Management's primary centers for objective research, focused on the investment policy issues of greatest concern to corporate, public and Taft Hartley plans, endowments, foundations, and insurance companies.  We are an independent research group, without alignment to specific asset classes.

Blended expertise:  Our global team, headed by Rumi Masih, has professionals located in Europe, North America and Asia. The team's areas of expertise encompass capital markets, econometrics, asset allocation, risk budgeting, asset/liability management, and pension regulation and finance.

Practical, solution-focused research: An on-going dialogue with clients and consultants is the primary force shaping our research agenda.  We strive to listen to institutional investors, understand their needs and ultimately distill our broad knowledge base, strategic thinking and analytical techniques into practical applications and market-driven research.

Rumi Masih joined J.P. Morgan Asset Management as head of the Strategic Investment Advisory Group (SIAG) in 2007.  His accomplishments include:

  • Over 10 years industry experience
  • PhD in Econometrics, University of Cambridge
  • Published over 60 articles in the fields of macroeconomics, development economics, and empirical finance
  • Fellow to the Financial Management Association, and the Royal Statistical Society
  • Recipient of three "best paper" prizes at internationally reputed annual finance conferences sponsored by the Chicago Stock Exchange, Financial Management Association and Southwestern Finance Association (SWFA)

 

Rumi Masih, PhD

Managing Director,Head of the Strategic Investment Advisory Group

Recent examples of SIAG's thought leadership:

  • Pillars of a New Paradigm-Emerging Asia Infrastructure

  • Non-normality of Market Returns-A Framework for Asset Allocation Decision-making

  • Downside Risk Management

  • Beyond Rebalancing: Rethinking Long-term Asset Allocation

  • The Case for Asia: Rising Productivity, Higher Valuations and the Strategic Imperative for Investors

  • The OPEB Challenge: Mapping a Comprehensive Strategy for Public Employers

The managers seek to achieve the stated objectives. There can be no guarantee the objectives will be met.


 
 

Copyright © 2009 JPMorgan Chase & Co. All rights reserved.