Colonial First State awards global and emerging markets equities mandates to J.P. Morgan Asset Management
Jonathan Armitage
Colonial First State (CFS) has appointed J.P. Morgan Asset Management (JPMAM), a USD3.8 trillion global asset manager, as an underlying manager for the CFS Emerging Markets and CFS Global Shares strategies, both of which are multi-manager single sector options.
CFS’s multi‑manager funds are managed by specialist portfolio managers selected through a rigorous due‑diligence process that assesses performance capability, investment process and risk‑management discipline.
“Our decision to appoint J.P. Morgan Asset Management to manage allocations within our global and emerging markets equity options reflects their depth of research capability and disciplined investment approach. Their strategies provide access to high-conviction stock ideas supported by extensive on-the-ground insights and a robust global research platform. This appointment aligns with our commitment to delivering strong, risk-aware outcomes for our members,” said Jonathan Armitage, Chief Investment Officer at Colonial First State.
The JPMAM Global Select and Global Emerging Markets Analyst strategies provide access to top stock ideas, driven by on-the-ground market knowledge and the rigorous insights of 80 fundamental research analysts[1]. They use a common valuation model that focuses on long-term fundamentals and cover over 2,500 stocks[2].
“We are delighted to be appointed and appreciate the strong engagement with CFS throughout the process. It was important for us to showcase our core investment strategy, where stock-level decisions serve as the primary alpha driver. The depth and breadth of our research team is our key differentiator as a leading global active manager and we are proud to see our active equities platform grow to be a multi-billion dollar business through the support of our Australian clients[2]. All of us at JPMAM are excited by the opportunity to further extend our partnership with CFS,” says Andrew Creber, Australia and New Zealand CEO, JPMAM.
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