This general information pertains to the manager responsible for the day-to-day management of the portfolio(s) available through Pacific Life's variable products and the information presented may not relate specifically to the available portfolio(s). The information is provided by and used with the permission of this manager.
JPMorgan Asset Management, which includes J.P. Morgan Investment Management Inc., is one of the largest and most comprehensive investment management firms, with over $1.1 trillion in assets under management and a presence in 14 countries. We can offer the breadth and depth of our global research, with more than 250 career analysts throughout the world. With over a century of experience, JPMorgan Asset Management's philosophy is driven by better insight plus better process to achieve better results.
One of the world's premier buy-side research organizations
- A preemintent global research organization providing superior information to portfolio managers
- More than 250 research analysts around the world averaging more than 14 years of industry experience
- Looking at global sectors and industries on a company-by-company basis
- A disciplined methodology that produces usable information
Investment disciplines developed for some of the world's most demanding clients
- An investment process honed from decades of service to some of the world's most affluent individuals as well as institutions
- Well-defined portfolio construction to ensure style purity
- Ongoing quantitative risk management to avoid surprises
A total focus on consistent long-term performance
- Over a century of working with some of the world's most demanding and successful investors
- Seeking to exceed our benchmarks, quarter after quarter
- Investments designed to work well in asset allocations
- Strategies that should behave predictably and promote investor satisfaction
Portfolios Managed
Pacific Select Fund
*JP Morgan is a co-portfolio manager (along with Analytic Investors) of the Long/Short Large-Cap Portfolio.
Data as of December 31, 2008.
JPMorgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include J.P. Morgan Investment Management Inc., JPMorgan Investment Advisors, Inc., JPMorgan High Yield Partners LLC, Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.
All opinions, estimates and other information included in this report are subject to change without notice. This report is for information only and is not intended to provide and should not be relied on for accounting, legal, tax advice or investment recommendations. The views and strategies described in the report may not be suitable to all investors.
Although some portfolios may have names or investment objectives that resemble retail mutual funds managed by the portfolio manager, these portfolios will not have the same underlying holdings or performance as the retail mutual funds.
You should carefully consider a variable life insurance product’s risks, charges, limitations and expenses, as well as the risks, charges, expenses and investment objectives of the underlying investment options. The accompanying product and underlying fund prospectuses contain this and other information about Pacific Life. Read them carefully before investing or sending money.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each company is solely responsible for the financial obligations accruing under the products it issues, and its product and rider guarantees are backed by that company’s financial strength and claims-paying ability.
This material may only be used in New York.
Pacific Select Fund portfolios are available only through Pacific Life's variable products.
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