Investment Philosophy

JPS Global Investments focuses on sustainable investing. It is our belief that one does not have to sacrifice return potential by adding environmental and social criteria to the investment process. Those businesses that adapt to today's environmental & societal concerns will be tomorrow’s leaders. The shareholders will be the beneficiaries of their success. As such, identifying these companies and investing in them, will lead to both financial and societal rewards.

Furthermore, it is our belief that the greatest portion of investment returns comes from asset allocation: deciding which types of investments to hold and to what extent. We seek to create broadly diversified portfolios that have the appropriate exposure to various asset classes, based on the clients' risk/reward profile and market conditions.

We value independence, objectivity, and discipline and strive to climb above the market hype to reach a more patient investment view.

Investment Process

The first step in the investment process is defining the investment universe. In the composition of the universe, consideration is given to factors such as environmental policy & impact, corporate governance, product impact, workplace safety, workforce diversity, and shareholder rights. In our view, a sustainable company will have strong relationships with all its stakeholders including the investors, customers, suppliers, employees, environment, and the community. Client-defined, sustainability criteria will be considered as well, in order to ensure that the client’s values are aligned with the investments. Third party research is used for universe construction and investment idea generation. 

The second step is the portfolio construction. We use a top-down approach: suitable asset classes and their respective weights are determined, after which the appropriate investments are selected to comprise the portfolio. In the security selection process, we look for companies that are financially attractive and meet certain environmental and social criteria. We seek to diversify our portfolios with regards to sector, market cap, country, and currency with the appropriate balance between fixed income and equity.

The third step, account management, is continuous and consists of monitoring the investments and making changes when appropriate. A portfolio change can be the result of a change in the fundamentals of a particular investment or asset class. Alternatively, it can be caused by a change in the client’s return objective or risk tolerance. Finally, it is important to note that new investments are never considered on a stand-alone basis, but in the context of a client's portfolio and whether they are appropriate to include.