A new flagship publication set to
revolutionize ETF education, featuring expert analysis and
highlighting key investment trends.
NEW
YORK, Sept. 12, 2024 /PRNewswire/ -- J.P.
Morgan Asset Management has launched the inaugural edition of its
quarterly "Guide to ETFs," a new resource designed to provide
clarity and insight into the fast-moving ETF landscape. The Guide
to ETFs is the cornerstone of the firm's broader ETF Insights
program, a new global initiative providing actionable thought
leadership and resources to financial professionals and
investors.
Despite the popularity of ETFs, there is still demand for
information on the structure of the vehicle and market dynamics,
and the Guide to ETFs helps meet that need with in-depth analysis,
performance metrics and investing trends. Led by Chief ETF
Strategist Jon Maier and his team, the Guide will help educate
advisers and their clients on opportunities in the sector.
"ETFs have become an indispensable investment structure for both
individual investors and financial professionals, and the Guide to
ETFs underscores our unwavering commitment to leading the
conversation and driving innovation in the ETF industry," said
Jed Laskowitz, Chief Investment
Officer and Global Head of Asset Management Solutions at J.P.
Morgan Asset Management. "Our Guide to ETFs will be a
game-changer, providing advisors with the critical insights needed
to fully capitalize on the opportunities that the ETF vehicle
offers."
The Guide covers topics such as active ETFs, the fixed
income ETF ecosystem, and other emerging trends. It also highlights
the role ETFs can play in enhancing diversified portfolios and
details the what and how of their potential tax efficiency
benefits—a critical area of focus for advisors and their clients.
As a leader in the active ETF industry, J.P. Morgan's Guide to
ETFs explores dynamic trends that are shaping the space.
Below are a few key takeaways of the Guide to ETFs:
- ETFs are a staple of the broader market: ETFs have
consistently made up about 28% of exchange volume over the past 15
years, acting as crucial shock absorbers during crises like
COVID-19 by providing market liquidity.1 ETFs
may also enhance liquidity in less liquid markets and may be
used as price discovery vehicles particularly during periods of
market stress.
- Active fixed income ETFs: Rates have peaked, making it
an ideal time for fixed income. Passive indexes have limitations;
investors should consider active management, as a significant
percentage of active managers consistently outperform core passive
benchmarks over time. ETFs seek to offer transparency,
liquidity, and a diversified way to access fixed income, avoiding
the complexities and risks of individual bonds.
- ETF tax-efficiency advantage: ETFs, with their
on-exchange trading and in-kind securities transfers, offer tax
advantages compared to other investment structures. In 2023, only
61 out of 1,297 active ETFs distributed capital gains2,
with those funds that distributed gains averaging around one
percent, highlighting the tax efficiency of the ETF
structure.
"ETF adoption is growing at a rapid pace, and our Guide to ETFs
provides insights and practical knowledge that helps investors to
make better-informed investment decisions," added Jon Maier. "By addressing key trends and
innovations, the Guide to ETFs aims to equip investors with
the tools needed to optimize their portfolios by leveraging the ETF
structure."
ETF Insights joins a suite of investor programs from J.P. Morgan
Asset Management, including Portfolio Insights, Retirement Insights
and Market Insights, which is celebrating its 20th year as the
industry standard in keeping investors informed of the latest
economic and investing trends. ETF assets have grown to about
$160 billion over the past five
years.3 J.P. Morgan Asset Management ranks second in
active ETF AUM and eighth overall.4
For more information about the Guide to ETFs and to access
the full report, please visit its dedicated website.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
$3.3 trillion, as of June 30, 2024, is a global leader in investment
management. J.P. Morgan Asset Management's clients include
institutions, retail investors and high net worth individuals in
every major market throughout the world. J.P. Morgan Asset
Management offers global investment management in equities, fixed
income, real estate, hedge funds, private equity and liquidity. For
more information: www.jpmorganassetmanagement.com. J.P. Morgan
Asset Management is the marketing name for the asset management
businesses of JPMorgan Chase & Co., and its affiliates
worldwide.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial
services firm based in the United States
of America ("U.S."), with operations worldwide. JPMorgan
Chase had $4.1 trillion in assets and
$341 billion in stockholders' equity
as of June 30, 2024. The Firm is a
leader in investment banking, financial services for consumers and
small businesses, commercial banking, financial transaction
processing and asset management. Under the J.P. Morgan and Chase
brands, the Firm serves millions of customers in the U.S., and many
of the world's most prominent corporate, institutional and
government clients globally. Information about JPMorgan Chase &
Co. is available at www.jpmorganchase.com.
Important Information
This is a general communication
being provided for informational purposes only. It is educational
in nature and not designed to be a recommendation for any specific
investment product, strategy, plan feature or other purpose. Any
examples used are generic, hypothetical and for illustration
purposes only. Prior to making any investment or financial
decisions, an investor should seek individualized advice from
personal financial, legal, tax and other professionals that take
into account all of the particular facts and circumstances of an
investor's own situation.
1 J.P. Morgan Asset Management Guide to ETFs, as of
August 31, 2024
2 J.P. Morgan Asset Management Guide to ETFs, as of
August 31, 2024
3 J.P. Morgan Asset Management Guide to ETFs, as of
August 31, 2024
4 According to Bloomberg, as of September 9, 2024
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SOURCE J.P. Morgan Asset Management