The best of active for the cost of passive? Yes, it's possible

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Indexed ETF strategies provide consistent, cost-effective core solutions for investors looking to build efficient broad market exposure. However, with equity markets volatile and returns expected to be lower over the long term, growth-oriented investors may wish to explore opportunities to seek excess returns as part of a diversified portfolio.

By blending active stock selection with passive index exposure within a robust investment framework, J.P. Morgan Asset Management’s Research Enhanced Index Equity Funds and ETFs seek positive alpha at low tracking error, providing a range of highly efficient tools that can be used to complement existing core portfolios, add diversification or to implement tactical views.

The strategy takes small active positions in stocks based on J.P. Morgan's proprietary fundamental insights, while also keeping regional, sector and style exposures close to the index at all times to maintain a consistently low tracking error.
The goal is to maximise stock-specific alpha opportunities and to minimise uncompensated market, sector and style risks—all while maintaining a competitive fee.

Find out more or watch an interview with the Portfolio Manager on how the strategy combines the best of active for the cost of passive.


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