2022 asset wealth management investor day — playbook

2022 asset wealth management investor day

JPMorgan Chase & Co.

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Narrative range 14 total

Metadata

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Metrics

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Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits

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100% 2/2 slides 100% 2/2 slides Solution 7 slides 100% 7/7 slides 100% 7/7 slides · 43 hits

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14.3% 1/7 slides 14.3% 1/7 slides 100% 7/7 slides · 11 hits 100% 7/7 slides Financials 4 slides 100% 4/4 slides 100% 4/4 slides · 27 hits

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25% 1/4 slides 25% 1/4 slides 100% 4/4 slides · 8 hits 100% 4/4 slides Team 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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Slide inventory

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every slide · same image gating as the playbook

01

The slide includes a navigation list on the left indicating the current section.front_matter

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The slide uses a three-part structure to define the business identity, growth strategy, and competitive moats.summarize

Open slide detailBeat · ProblemLoop · Why Now

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The slide uses a stacked bar chart format to show segment contributions (GPB and AM) over time, with YoY growth indicators.summarize

Open slide detailBeat · ProblemLoop · Why Now

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The slide uses a color-coded system where blue circles indicate growth multiples and green circles indicate record performance.analyze_data

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The slide uses a numbered list format to outline strategic pillars.present_solution

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a waterfall chart to explain the variance in expenses over time.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a three-column layout to show growth metrics across hiring, training, and asset contribution.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a consistent layout to compare JPM fund performance against benchmarks and show AUM growth over time.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a three-column layout to present data on AWM client assets, investment performance, and GPB alternatives metrics.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a consistent 'before/after' comparison (2019 vs 2021) across multiple KPIs to demonstrate efficiency gains.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide uses a table structure to map specific firms (55ip, OpenInvest, Campbell Global, Global Shares) against strategic themes and focus areas.illustrate_case

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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The slide highlights the strategic rationale for the Global Shares acquisition, linking it to existing JPM initiatives and specific business opportunities.illustrate_case

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The central diagram is a hub-and-spoke model showing AWM at the center connected to CCB, CIB, and CB.present_solution

Open slide detailBeat · Team

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Uses a mathematical equation metaphor (A + B + C = D) to explain business growth drivers.present_solution

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15

The slide uses a heatmap-style grid of dots to indicate positive (green) or negative (red) flows across various segments.quantify_impact

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The slide uses checkmarks and an 'x' to indicate whether annual performance met the long-term targets.summarize

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front_matter

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Contains specific disclaimers about Lipper vs Morningstar data sources and client segment realignments between AWM and CCB.appendix

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appendix

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appendix

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summarize

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appendix

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