J.P. Morgan Asset Management · consulting-deck
mi guide to alternatives
81 pages · 3 arc beats · 2 loops
mi guide to alternatives
J.P. Morgan Asset Management arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 81 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
What Is 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits — 0/4 slides
25% 1/4 slides 25% 1/4 slides 100% 4/4 slides — 0/4 slides
What Could Be 16 slides 100% 16/16 slides 100% 16/16 slides · 86 hits — 0/16 slides
62.5% 10/16 slides · 11 hits 6.3% 1/16 slides 100% 16/16 slides 100% 16/16 slides New Bliss 61 slides 100% 61/61 slides 100% 61/61 slides · 327 hits — 0/61 slides
57.4% 35/61 slides · 38 hits 3.3% 2/61 slides 100% 61/61 slides 32.8% 20/61 slides Slide inventory
81 every slide · same image gating as the playbook
02
The slide uses a world map to visualize the team's global footprint, connecting individuals to their respective regions (Americas, Europe, Asia).other
Open slide detailBeat · What Is
04
The slide uses a time-series line chart to show historical yield and a scatter plot to show the relationship between yield and future returns.analyze_data
Open slide detailBeat · What Is
05
The chart highlights the divergence between nominal and real yields, particularly the sharp decline in real yield post-2020.analyze_data
06
The slide includes a table within the right chart showing average correlation and inflation across different regimes.analyze_data
07
The chart uses pie charts as data points to show asset allocation composition.compare_options
08
The chart uses a 60/40 portfolio as the benchmark for correlation.analyze_data
09
The chart highlights the wide range of outcomes in private markets compared to public markets like Large Cap Equities and Bonds.compare_peers
10
The chart uses a dot plot format to show current valuation percentiles across various asset classes, split between equity-like and yield-based metrics.analyze_data
11
The slide uses a heatmap-style correlation matrix to visualize diversification benefits.analyze_data
12
The chart uses color coding to distinguish between Equities (green), Fixed income (blue), and Alternatives (grey).compare_options
13
The chart displays a clear upward trend in AUM across all categories, with private equity consistently being the largest component.analyze_data
14
Data source: Preqin, J.P. Morgan Asset Management. Dry powder refers to committed but uninvested limited partner capital.analyze_data
15
The slide uses donut charts for current allocation and a stacked bar chart for future allocation plans.analyze_data
16
The slide uses donut charts for allocation percentages and a stacked bar chart for AUM growth.analyze_data
17
The table uses color-coding to represent different asset classes across years.compare_peers
18
The chart displays rolling 4-quarter returns. The data shows a significant volatility in capital appreciation compared to the relatively stable income componentanalyze_data
19
The slide uses two line charts to show how different real estate asset classes correlate with the broader equity market over time.analyze_data
20
The chart displays a significant spike in transaction volumes in 2021-2022, primarily driven by the Apartment sector.analyze_data
21
Data source: J.P. Morgan Asset Management, Guide to Alternatives.analyze_data
22
The slide uses two line charts with embedded data tables to summarize historical performance metrics.analyze_data
23
The slide contrasts quarterly net absorption (volatile, negative since 2020) with cumulative net absorption by vintage (positive for 2015-present, negative for analyze_data
24
The slide uses two distinct chart types to illustrate supply-side dynamics in the U.S. office market.analyze_data
25
The slide uses two line charts to illustrate the decline in housing affordability and the widening gap between owning and renting costs.analyze_data
26
The slide uses a dual-axis chart for rent growth/occupancy and a line chart for construction activity.analyze_data
27
The slide uses a stacked bar chart format to visualize both absolute volume and relative composition of real estate transactions.analyze_data
28
Includes two line charts with embedded summary tables for average and 4Q25 values.analyze_data
29
The slide uses a line chart for historical trends and a grouped bar chart for specific city/district comparisons.analyze_data
30
The slide uses stacked bar charts to visualize market composition over time.analyze_data
31
The slide uses a consistent color-coding scheme for property types across both charts.analyze_data
32
The slide highlights the significant spike in office sector delinquencies compared to other property types as of late 2025.analyze_data
33
The slide provides definitions for LTV and DSCR in the footer.analyze_data
34
The slide uses a stacked bar chart for AUM and a line chart for yields, with a supporting data table for yield comparisons.analyze_data
35
The chart displays rolling 4-quarter returns. The data source is MSCI and J.P. Morgan Asset Management.analyze_data
36
The slide uses a stacked bar chart for U.S. funding and a waterfall chart for global regional investment needs.analyze_data
37
The slide uses a stacked bar chart for time-series data and two donut charts for categorical breakdowns.analyze_data
38
The slide uses a scatter plot to show the relationship between inflation and utility returns, and a line chart to show utility spending over time with recessionanalyze_data
39
The slide uses a combination of donut charts for capacity planning and a stacked area chart for historical generation trends.analyze_data
40
Includes a stacked bar chart for capacity, a donut chart for power breakdown, and a combo chart for U.S. electricity consumption.analyze_data
41
The slide uses a line chart to show net import/export trends and a 100% stacked bar chart to show energy composition.analyze_data
Open slide detailBeat · New Bliss
42
The slide uses two distinct charts to illustrate the growth in defense-related financial commitments.analyze_data
Open slide detailBeat · New Bliss
43
The slide uses a scatter plot to show the relationship between CPI and timberland returns, and a stacked bar chart to show annual return components.analyze_data
Open slide detailBeat · New Bliss
44
The slide shows a correlation between housing starts and wood consumption, highlighting the impact of recessions.analyze_data
Open slide detailBeat · New Bliss
45
The slide uses two distinct chart types to illustrate the scale and efficiency/distance trends in global shipping.analyze_data
Open slide detailBeat · New Bliss
46
The slide uses a color-coded flow map to represent trade volume growth, with red dots marking critical geopolitical chokepoints.establish_context
Open slide detailBeat · New Bliss
47
Includes J.P. Morgan Asset Management branding and source attribution.analyze_data
Open slide detailBeat · New Bliss
48
The slide uses a dual-axis line chart for shipping costs and a multi-line chart for import shares, highlighting the decline of China's share and the rise of othanalyze_data
Open slide detailBeat · New Bliss
49
The slide uses three distinct charts to illustrate the shift from public to private markets over time.establish_context
Open slide detailBeat · New Bliss
50
The chart uses a box-plot style representation for each vintage year, showing the range between top and bottom quartiles with a median diamond.analyze_data
Open slide detailBeat · New Bliss
51
Includes a summary table for annual average performance from 2005-2025.compare_peers
Open slide detailBeat · New Bliss
52
Includes a table inset for fundraising averages and a table inset for dry powder vintage shares.analyze_data
Open slide detailBeat · New Bliss
53
The charts use a dual-axis approach: stacked bars for quarterly deal counts and diamonds for annual deal values.analyze_data
Open slide detailBeat · New Bliss
54
The slide uses stacked bar charts to visualize trends in PE activity over a decade.analyze_data
Open slide detailBeat · New Bliss
55
The slide uses a stacked bar chart for inventory aging and a standard bar chart for exit activity trends.analyze_data
Open slide detailBeat · New Bliss
56
The slide uses a box-plot style visualization for investment distribution and a multi-line chart for valuation multiples.analyze_data
Open slide detailBeat · New Bliss
57
The slide uses stacked bar charts to show quarterly breakdown of annual totals for M&A and IPOs.analyze_data
Open slide detailBeat · New Bliss
58
The slide uses stacked bar charts to show quarterly breakdowns for both M&A and IPOs, with a secondary axis for IPO deal value.analyze_data
Open slide detailBeat · New Bliss
59
The left chart is a 100% stacked bar chart showing the distribution of new-issue spreads. The right chart is a combo chart with bars for deal count and a line fanalyze_data
Open slide detailBeat · New Bliss
60
Data source: PitchBook Data, Inc., J.P. Morgan Asset Management. Rolling 12-month basis.analyze_data
Open slide detailBeat · New Bliss
61
The slide uses a stacked bar chart for volume and a multi-line chart for pricing trends.analyze_data
Open slide detailBeat · New Bliss
62
The slide compares VC and PE activity trends and historical IPO valuation multiples.analyze_data
Open slide detailBeat · New Bliss
63
Slide from J.P. Morgan Asset Management Guide to Alternatives.establish_context
Open slide detailBeat · New Bliss
64
The chart uses a stacked bar for unicorn counts and a line chart for total valuation.analyze_data
Open slide detailBeat · New Bliss
65
Data source: PitchBook Data, Inc., J.P. Morgan Asset Management. Slide 65 of a larger deck.analyze_data
Open slide detailBeat · New Bliss
66
The slide highlights regulatory and economic events (Sarbanes-Oxley, GFC, Dodd-Frank, Basel III) that correlate with the shift from bank lending to private credanalyze_data
Open slide detailBeat · New Bliss
67
The slide uses a donut chart for composition and a bar chart for market size comparison.analyze_data
Open slide detailBeat · New Bliss
68
The chart uses a custom range-median-point visualization to compare asset classes.compare_peers
Open slide detailBeat · New Bliss
69
The chart highlights the yield premium of private credit over public market benchmarks.analyze_data
Open slide detailBeat · New Bliss
70
Data source: Preqin, J.P. Morgan Asset Management. Guide to Alternatives.analyze_data
Open slide detailBeat · New Bliss
71
Includes three distinct charts: a line chart for default rates, a line chart for PIK income, and a line chart for U.S. leveraged loan default activity.analyze_data
Open slide detailBeat · New Bliss
72
The table uses a color-coded ranking system to visualize performance across different credit sectors over a 10-year period.analyze_data
Open slide detailBeat · New Bliss
73
The chart uses a box-plot style visualization to show performance dispersion across different hedge fund strategies.compare_peers
Open slide detailBeat · New Bliss
74
The table uses color-coding to represent different asset classes/strategies. It includes a source note and disclaimer at the bottom.analyze_data
Open slide detailBeat · New Bliss
75
The chart uses green circles to annotate specific historical periods of market stress or economic events.analyze_data
Open slide detailBeat · New Bliss
76
The slide uses two charts: a line chart showing historical correlation between VIX and macro hedge fund performance, and a bar chart showing average monthly retanalyze_data
Open slide detailBeat · New Bliss
77
The slide uses a heatmap-style correlation matrix to visualize relationships between asset classes.analyze_data
Open slide detailBeat · New Bliss
78
The chart includes a trend line showing a slight positive correlation between interest rates and hedge fund excess returns.analyze_data
Open slide detailBeat · New Bliss
80
This slide serves as a reference for technical terminology used throughout the deck.other
Open slide detailBeat · New Bliss