J.P. Morgan Asset Management Survey Finds 75% of Investors Plan to Increase their Real Assets Allocation
155 institutional investors with more than $4 trillion in total plan/investable assets attend J.P. Morgan's 16th Annual Global Real Assets Conference
NEW YORK, June 8, 2016 /PRNewswire/ -- J.P. Morgan Asset Management – Global Real Assets recently hosted its 2016 Global Real Assets Conference in New York. Now in its 16th year, the annual forum brought together CIOs, heads of real assets, heads of real estate, heads of infrastructure, other investment professionals from leading defined benefit and defined contribution plans, insurance providers, endowments and foundations, and consultants to discuss trends and strategies in real estate, infrastructure and maritime investing around the globe.
Current industry sentiments were captured through a series of polling questions to the group of 155 attendees, including representatives from 130 U.S. and international institutional investors, who travelled from as far as Australia, Korea and Japan to attend. Responses revealed:
- 51% of attending investors currently allocate 7% to 15% of their total portfolio to real assets with 18% of attending investors allocating more than 15%.
- 75% of attending investors plan to increase their allocation to real assets in the next five years.
- 41% of attending investors view infrastructure as the most interesting real asset investment opportunity to add to a domestic core real estate allocation.
"In the face of volatile equity markets and inadequate bond yields, we're seeing investor interest in real assets spike," said Bernie McNamara, Head of Global Real Assets Client Strategy and Omni Solutions, J.P. Morgan Asset Management. "As they have long done with fixed income and equities, investors are now building larger and more diversified real assets allocations by adding global and sector exposure, including infrastructure, maritime and international real estate to the real asset mainstay, domestic core real estate."
J.P. Morgan Asset Management Global Real Assets has more than $90 billion in assets under management and more than 400 professionals in the U.S., Europe and Asia Pacific, as of March 31, 2016. With a 45-year history of successful investing, the team's broad capabilities provide many of the world's most sophisticated investors with a global platform of real estate, infrastructure and transportation strategies driven by local investment talent with disciplined investment processes consistently implemented across asset types and regions. For more information: jpmorgan.com/institutional/global_real_assets.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $1.7 trillion, 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. JPMorgan Chase & Co. (NYSE: JPM), the parent company of J.P. Morgan Asset Management, is a leading global asset management firm with assets of approximately $2.4 trillion and operations in more than 60 countries. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
SOURCE J.P. Morgan Asset Management
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