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J.P. Morgan Asset Management · consulting-deck

presentation us tl strategy sma

42 pages · 5 arc beats · 2 loops

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presentation us tl strategy sma

J.P. Morgan Asset Management
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
— 0/4 slides
25% 1/4 slides · 2 hits
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100% 4/4 slides 25% 1/4 slides Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits
— 0/3 slides
66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 25 hits
— 0/3 slides
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33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits
— 0/3 slides
— 0/3 slides
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100% 3/3 slides
— 0/3 slides
Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
— 0/4 slides
50% 2/4 slides
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100% 4/4 slides 75% 3/4 slides

Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
transition
Open slide detailBeat · Situation & Context
04
Includes footnotes detailing data sources and definitions.summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
05
The slide uses a map to visualize global presence and a structured list to detail team composition.establish_context
Open slide detailLoop · Golden Circle
06
The slide uses two donut charts to visualize the composition of assets under management.analyze_data
Open slide detailLoop · Golden Circle
07
transition
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
08
establish_context
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
09
The slide uses a timeline-based table structure to show historical market cap leaders. The 2030 column is empty with a question mark, implying future uncertaintsummarize
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
10
The central cloud icon acts as a hub for the surrounding industry examples.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
11
The slide uses bar charts to demonstrate that the JPM USTL strategy is not constrained by traditional tech-sector focus or market-cap-weighted indices.present_solution
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
12
summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
13
transition
Open slide detail
14
The slide lists team members with their titles and years of experience (industry/firm).other
Open slide detail
15
The slide lists names, roles, and years of experience (industry/firm) for each team member.other
Open slide detail
16
transition
Open slide detail
17
The slide outlines four core pillars for investment selection: Differentiated business model, Large addressable market, Sustainable competitive advantage, and Ppresent_framework
Open slide detail
18
The slide uses a vertical process flow to describe an investment management methodology.present_framework
Open slide detail
19
The slide uses a gear metaphor to represent a virtuous cycle or system of organizational capabilities.present_framework
Open slide detail
20
The slide uses a comparison of 2016 consensus vs actuals to illustrate the 'underappreciated' thesis, followed by a growth trajectory chart.illustrate_case
Open slide detail
21
The chart highlights a significant acceleration in Capex starting around 2024, with a forward-looking projection indicating potential for $1T in the next 5-10 yquantify_impact
Open slide detail
22
The slide uses a 4-column layout to segment market beneficiaries by technical domain.present_solution
Open slide detail
23
transition
Open slide detail
24
Includes detailed performance tables and extensive regulatory disclosures.analyze_data
Open slide detailBeat · Evidence & Proof
25
The slide uses a three-column layout to summarize performance drivers.summarize
Open slide detailBeat · Evidence & Proof
26
Includes tables for top contributors/detractors and a stacked bar chart for sector attribution.analyze_data
Open slide detailBeat · Evidence & Proof
27
Includes a table of top contributors/detractors and a stacked bar chart for sector attribution.analyze_data
Open slide detail
28
transition
Open slide detailBeat · Impact & Next Steps
29
The slide uses a drill-down approach from broad sectors to sub-sectors within the 'Tech-Enabled' category.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
30
Includes disclaimer regarding the nature of the securities and benchmark index.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
31
Includes a table of portfolio vs benchmark metrics, a bar chart of BARRA tilts, and a bar chart of market cap distribution.summarize
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
32
appendix
Open slide detail
33
The slide uses a binary comparison structure to explain performance drivers.compare_options
Open slide detail
34
The chart uses a dual-axis approach: left axis for percentages, right axis for the count of common names (represented by yellow triangles).analyze_data
Open slide detail
35
The slide uses a hub-and-spoke diagram to illustrate the interaction between different roles and the central Portfolio Manager function.present_solution
Open slide detail
36
The slide uses a hub-and-spoke diagram to represent the Spectrum platform at the center with five surrounding modules.present_solution
Open slide detail
37
The slide uses a grid-based layout to present a large team of professionals.other
Open slide detail
38
other
Open slide detail
39
Includes detailed GIPS compliance disclosures and methodology definitions.appendix
Open slide detail
40
appendix
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41
other
Open slide detail
42
other
Open slide detail