[soft electronic music]
On screen:
This video opens with a title beside a brown-haired woman in a patterned scarf and blazer:
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Why Consider Alternative Investments
Logo:
A J.P. Morgan Wealth Management logo remains in the corner.
Note:
A bold disclosure in a text box reads:
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INVESTMENT AND INSURANCE PRODUCTS:
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NO BANK GUARANTEE
- MAY LOSE VALUE
Kristin Kallergis Rowland:
In today’s markets, we believe that alternative investments may be an essential building block for investor portfolios.
On screen:
Identifying text appears beside the speaker:
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Kristin Kallergis Rowland
Global Head of Alternative Investments
J.P. Morgan Wealth Management
Kristin Kallergis Rowland:
Alternative investments offer investors exposure to a broad range of opportunities in both the public and the private markets. And that includes strategies from real estate, to real assets, private credit to private equity, or even hedge funds.
On screen:
The strategies appear beside her with icons including:
- a building for ‘Real estate’
- an airplane for ‘Real assets’
- a credit card for ‘Private credits’
- a briefcase for ‘Private equity’
- and multidirectional arrows for ‘Hedge funds’
Kristin Kallergis Rowland:
Depending on investors’ goals, allocating a portion of a portfolio to alternative investments may enhance the long-term investment approach.
On screen:
A concentric circle graph appears, titled: ‘Potential to diversify traditional assets,’ with Equities representing about half the outermost circle in teal, Fixed income representing about a quarter of the third circle in tan, and Alternatives representing about an eighth of the second circle in beige.
Kristin Kallergis Rowland:
Not only do alternative investments have the potential to diversify a portfolio of traditional assets, they may also help generate additional income, may offer the potential for higher returns…
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A two-sided arrow appears outside the circle, and the heading reads: ‘Generate additional income.’ Then it reads: ‘Potential for higher returns.’
Note:
Small print text reads:
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Source: J.P. Morgan Asset Management. For illustrative purposes only.
Asset allocation/diversification does not guarantee a profit or protect against loss.
Kristin Kallergis Rowland:
…and although alternative investments are considered riskier investments, they often deliver performance that is not correlated to traditional markets, helping investors navigate volatility. While alternative investments have typically been reserved for institutional investors, the reality is, is that they are now much more accessible to a wider audience.
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Text appears beside her:
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Alternative investments are much more accessible for a wider audience
Note:
A disclaimer in small text read:
On screen:
Investing in alternative assets involves higher risk than traditional investments and is suitable only for sophisticated investors.
Kristin Kallergis Rowland:
The universe of alternatives is growing and can support a wide range of common investor goals. Yet alternative investments can present their own challenges, requiring an in-depth understanding of the space to evaluate the risks and the opportunities that may come from adding alternative investments to a portfolio.
On screen:
An arrow extends under the words, ‘In depth understanding of the space,’ and continues to create the base of a scale, which weighs the words ‘Risks’ and ‘Opportunities.’
Kristin Kallergis Rowland:
J.P. Morgan harnesses our knowledge and experience of our global team to carefully curate a set of high-conviction investment strategies designed to help investors meet their goals.
On screen:
A group of professionals meet in a conference room, and text appears:
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High conviction investment strategies designed to help investors meet their goals
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The video ends with a logo over gray:
Logo:
J.P. Morgan WEALTH MANAGEMENT
Note:
Legal disclosures appear:
On screen:
The views, opinions and estimates expressed are those of the speakers and may differ from other areas of J.P. Morgan; such information may change without notice or may not occur. This content is for informational purposes, it is not presented as J.P. Morgan Research and should not be treated as advice or a recommendation to buy or sell any investment. The information this content is based is current and believed to be accurate. Investors should obtain relevant information before making any investments (or investment decisions), which include obtaining appropriate legal, tax, or accounting advice. JPMorgan Chase & Co. and its affiliates do not provide this type of non-investment guidance.
Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Outlooks and past performance is not a guarantee of future results.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors.Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.
Asset allocation/diversification does not guarantee a profit or protect against loss.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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