DCIOs
NAPAFIRMPARTNERS
New York, NY • lazardassetmanagement.com/us/en_us
New York, NY • jpmorganfunds.com
J.P. Morgan Asset Management
Lazard Asset Management
Key Contact(s)
Key Contact(s)
Steve Rubino 617.308.0581 • stephen.rubino@jpmchase.com Brant Wong 917.687.9932 • brant.k.wong@jpmorgan.com Lathan Mahaffey 443.253.1300 • lathan.c.mahaffey@jpmorgan.com
Firm Profile
Firm Profile At J.P. Morgan Asset Management, we work to identify big-picture ideas and develop the deep insights that only our globally connected outlook can deliver. Our clients trust us to manage $2.7 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Assets Managed*
Ralph Peluso 203.223.7555 • ralph.peluso@lazard.com Brandy Swift 212.632.6954 • brandy.swift@lazard.com We operate from 24 cities across 17 countries with a global staff of over 900. Our more than 300 investment professionals manage US$203.3 billion across a wide range of global, regional, and country-specific strategies. We offer DCIO investment options for retirement plans of any size, encompassing equities, fixed income, emerging markets, asset allocation, and alternatives. Our funds and CITs are available at more than 30 premier record keepers. In addition to investment expertise, we strive to be a true business partner to plan advisors. You are invited to experience it at www.LazardAssetManagement.com/ DCRising.
Primary Market(s) Served
Total AUM: $2,747,779,000,000
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Total DCIO Assets: $277,473,000,000
Assets Managed*
DCIO Assets Breakdown [%] Collective Trusts: 27% Money Markets: 1% Mutual Funds: 45% Separate Accounts: 23% Stable Value: 3% Other: 0%
Asset Allocation Funds JPM SmartRetirement
Total AUM: $203,300,000,000
Asset Allocation Funds N/A
Advisor Support Services External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Training for DC Plan Sales/Service, Investment Committee Meetings
No. of External Wholesalers DC: 6 Retail: 17
Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. JPM Large Cap Growth: $32,178,000,000 2. JPM Equity Income: $13,536,000,000 3. JPM SmartRetirement Passive Blend 2040: $9,842,000,000 4. JPM SmartRetirement Passive Blend 2030: $9,675,000,000 5. JPM SmartRetirement Passive Blend 2035: $9,555,000,000
Advisor Support Services External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Plan Benchmarking, Target-Date Evaluation Tools, Training for DC Plan Sales/Service, Investment Committee Meetings
No. of External Wholesalers DC: 38 Retail: 124
*as of 6.30.23
NAPABLACKBOOK2023
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