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Investment Options | Testimony before the U.S. Labor Department and SEC

On Thursday, June 18, 2009, the U.S. Department of Labor and the Securities and Exchange Commission held a hearing on Target Date Funds and Similar Investment Options.  At this hearing, J.P. Morgan Asset Management and other managers testified.  We thought it might be valuable for you to hear a replay of the message J.P. Morgan shared.

• Choosing Target Date Funds for Your Plan, A conversation with Anne Lester, Senior Portfolio Manager
• Testimony Transcript

This document is intended solely to report on various investment views held by J.P. Morgan Asset Management. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. References to asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Some information contained herein employs proprietary projections of expected returns as well as estimates of their future volatility. The relative relationships and forecasts contained herein are based upon proprietary research and are developed through analysis of historical data and capital markets theory. These estimates have certain inherent limitations, and unlike an actual performance record, they do not reflect actual trading, liquidity constraints, fees or other costs. 

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

IRS Circular 230 Dislosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.