Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
Publications
Publications
  • February 2007
  • Case
  • HBS Case Collection

Behavioral Finance at JP Morgan

By: Malcolm P. Baker and Aldo Sesia
  • Format:Print
  • | Pages:20
ShareBar

Abstract

Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like overconfidence, anchoring, and loss aversion is key to generating returns on the investment side and educating clients on the advisory side.

Keywords

Banks and Banking; Investment Funds; Behavioral Finance; Competitive Advantage; Asset Management; Marketing Strategy; Product Marketing; Customer Focus and Relationships; Banking Industry; Financial Services Industry; United States; Europe

Citation

Baker, Malcolm P., and Aldo Sesia. "Behavioral Finance at JP Morgan." Harvard Business School Case 207-084, February 2007.
  • Educators
  • Purchase

About The Author

Malcolm P. Baker

Finance
→More Publications

More from the Authors

    • September 2023
    • Faculty Research

    Cost of Capital at DraftKings

    By: Malcolm Baker
    • September 2023
    • Faculty Research

    Cost of Capital at DraftKings

    By: Malcolm Baker, Sebastian Hillenbrand and James Barnett
    • June 2023
    • Faculty Research

    Optimalen Capital Spreadsheet Supplement

    By: Malcolm Baker, Elisabeth Kempf and Jonathan Wallen
More from the Authors
  • Cost of Capital at DraftKings By: Malcolm Baker
  • Cost of Capital at DraftKings By: Malcolm Baker, Sebastian Hillenbrand and James Barnett
  • Optimalen Capital Spreadsheet Supplement By: Malcolm Baker, Elisabeth Kempf and Jonathan Wallen
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College