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  • August 2019 (Revised November 2019)
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  • HBS Case Collection

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira
  • Format:Print
  • | Language:English
  • | Pages:18
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Abstract

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family foundations to $30 billion AUM of institutional capital. Increasingly, clients are requesting guidelines that reflect not only their risk and return preferences, but also their social or environmental preferences. Monica Issar contemplates a variety of strategic questions around how best to engage clients and their needs moving forward on these non-traditional financial dimensions while balancing the bank's fiduciary role.

Keywords

Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry

Citation

Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
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About The Authors

Sara L. Fleiss

Finance
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Luis M. Viceira

Finance
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Related Work

    • August 2019 (Revised November 2019)
    • Faculty Research

    Sustainable Investing at J.P. Morgan Private Bank

    By: Sara Fleiss and Luis Viceira
Related Work
  • Sustainable Investing at J.P. Morgan Private Bank By: Sara Fleiss and Luis Viceira
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