商品情報にスキップ
1 2

Sustainable Investing at J.P. Morgan Private Bank

通常価格 ¥1,276 JPY
通常価格 セール価格 ¥1,276 JPY
セール 売り切れ
税込み。
書籍サイズ
ページ数

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.

【書誌情報】

ページ数:18ページ

サイズ:A4

商品番号:HBSP-220016

発行日:2019/8/25

登録日:2019/12/24

1 3