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Investable Indices

Efficiency, transparency and flexibility



J.P. Morgan Investable Indices are potentially cost-effective, tradable indices that can help you gain exposure to distinct risk/reward profiles and simplify the construction of alternative investments. You can use them to help tailor risk-hedging strategies with greater precision, enhance long-term returns and construct more resilient portfolios.

Used either as building blocks or a complete package, J.P. Morgan Investable Indices can help you efficiently implement sophisticated strategies with good liquidity characteristics and a high degree of transparency.

Strategy styles include traditional indices, indices to capture value, momentum, carry and volatility, and multi-strategy indices.

Learn more about our strategy styles

  • Traditional indices can provide cost-effective access to market and sector exposures.
  • Value indices help monetize the differential between asset prices and fundamental valuations.
  • Momentum indices aim to deliver algorithmic positioning based on past performance.
  • Carry indices use metrics that reflect assets’ income streams.
  • Volatility indices aim to extract the insurance value embedded in option premia.
  • Multi-strategy indices combine distinct strategies and asset classes to help meet specific investor objectives




Features

Precision tools for precise objectives



J.P. Morgan Investable Indices can produce returns that are differentiated from those available through traditional asset classes. These indices, which may lower correlation, could reduce portfolio risk and therefore be effective portfolio construction tools.

Our extensive product range equips sophisticated investors with a multifunctional toolkit. Both new and existing indices can be combined in a single multi-asset, multi-style product to meet your specific requirements.


How it works

Optimize performance with algorithmic design



J.P. Morgan's quantitative and data tools model specific risk/reward profiles that support strategies such as risk mitigation, diversification and smart-beta investing.

Our rule-based strategies can provide a high degree of transparency. Apply set rules to monitor and model performance in different predetermined conditions. Clear, consistent reporting can also give you deeper insight and better understanding of your portfolio. J.P. Morgan publishes daily levels, constituent holdings and return attributions for each index on both our own platform and through third-party platforms.




 

Why J.P. Morgan

Dynamic structures built on solid expertise



J.P. Morgan’s global reach and resources underpin our status as a leading* investable indices provider. We are active in many different sectors, regions and global markets. Our extensive trading capabilities across equities, macro and credit markets allow us to deliver cost-effective strategies in multiple asset classes.

Access the insights of top-ranked** analysts, renowned economists, regulatory specialists and other thought leaders. Our extensive global network helps foster productive relationships across industries and geographies.




Contact us


For more information, contact your J.P. Morgan representative or email us at Investable.Indices@jpmorgan.com.

Let us contact you



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* No. 1 Worldwide Investment Banking Rankings, Fortune Magazine – 2016;
No. 1 World’s Most Admired in Equity Derivatives per Coalition Analytics – 1H2016;
World’s Most Admired Companies by Fortune Magazine – 2016.

** No. 1 All-America Equity Research Team, No. 1 All-America Fixed-Income Research
Team, No. 1 All-Europe Fixed-Income Team, No. 3 All-Europe Equity Research Team; 2016 Institutional Investor rankings.


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