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about alternative AUM growth.", "mece_structure": "The TOC in slide 3 creates a mostly sensible asset-class map, but the opening Alternatives overview overlaps later private asset sections and Other Real Assets mixes unrelated sectors.", "closing_strength": "The narrative does not close with a recommendation or next steps; slides 79-81 are definitions and risk disclosures.", "evidence_quality": "Evidence is strong across the deck, with charts, data tables, footnotes and long time series supporting claims such as slide 69's private-credit yield premium.", "clarity_of_thesis": "The central argument is only implicit: slides 4-5 frame 60/40 yield and income pressure, while the alternatives answer does not appear until slides 7-8 and is not stated declaratively.", "production_quality": "Production is polished and consistent, but low action-title density, dense chart pages and limited footnote/callout hierarchy weaken Storymakers discipline.", "visual_storytelling": "Most slides use 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raw material — e.g. p.24 should be titled '40% of U.S. office assets are effectively full — supply, not demand, is the constraint'", "Replace the abrupt appendix transition with a closing 'positioning' slide that summarises which alt sleeves the strategy team favours and why" ], "closingScore": 15, "openingScore": 30, "topStrengths": [ "MECE asset-class structure (real estate → infra → real assets → PE/VC → private credit → hedge funds) gives the reference book a defensible spine", "A handful of callouts do carry insight ('Lower yield/tighter spread' p.10, 'Low correlation' p.11, '40% of assets have almost no vacant space' p.24) — proof the firm can write declaratively when it chooses to", "Consistent slide density ('balanced' throughout) suggests disciplined chart design and a mature template system" ], "topWeaknesses": [ "No SCQA opening — slides 1–5 are cover/team/TOC/two charts, with no thesis or stakes established", "Titles are nouns, not insights, across nearly all 75 analytical 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Designed as a tool to help clients understand the markets and support investment decision-making, the program explores the implications of current economic data and changing market conditions. For the purposes of MiFID II, the JPM Market Insights and Portfolio Insights programs are marketing communications and are not in scope for any MiFID II / MiFIR requirements specifically related to investment research. Furthermore, the J.P. Morgan Asset Management Market Insights and Portfolio Insights programs, as non-independent research, have not been prepared in accordance with legal requirements designed to promote the independence of investment research, nor are they subject to any prohibition on dealing ahead of the dissemination of investment research. This document is a general communication being provided for informational purposes only. 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No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number *Kanto Local Finance Bureau (Financial Instruments Firm) No. 330*); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919). For all other markets in APAC, to intended recipients only. For U.S. only: If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Copyright 2026 JPMorgan Chase & Co. All rights reserved Prepared by: David Kelly, Aaron Mulvihill, Kerry Craig, Aaron Hussein, Adrian Wong, Grant Papa. Unless otherwise stated, all data are as of January 31, 2026 or most recently available. Guide to Alternatives JP-GTA | c1cf7710-a07f-11e8-be64-be3c28027bfe", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:56:08.276+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "029993ab-d9fd-45d0-9b6d-66fb18da2d30", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.1 }, "kind": "title", "text": "J.P. Morgan Asset Management – Risks & disclosures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:56:08.276+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "478f4b88-c483-4c30-a066-022f9c62d43b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 81, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 21, "name": "New Bliss", "beatId": "da03194d-d802-4dda-a154-72bcfbe5c59e", "matchId": "8583d9aa-8ace-44c8-964a-520385a87428", "beatType": { "name": "New Bliss", "slug": "sparkline-new-bliss", "status": "active", "canonId": "019dd9b8-2879-72f7-8968-bcfac0921b99", "version": 1, "description": null }, "evidence": "The deck concludes with a detailed analysis of different alternative investments and their role in a portfolio.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "What Is", "description": "The deck starts with an overview of traditional portfolios and the challenges they face." }, { "from": 5, "to": 20, "label": "What Could Be", "description": "The deck presents various alternative investments and their benefits." }, { "from": 21, "to": 81, "label": "New Bliss", "description": "The deck concludes with a detailed analysis of different alternative investments and their role in a portfolio." } ], "loops": [ { "from": 5, "to": 20, "label": "Golden Circle", "description": "Why consider alternative investments?" }, { "from": 21, "to": 40, "label": "Cost Of Inaction", "description": "What are the costs of not considering alternative investments?" } ] }