JP Morgan and Lincoln Financial Integration Insurance Trust Fund, Joining Forces to Improve Offerings in the Changing Insurance Trust Space | Jobs Vox


new yorkAnd Radnor, Pa., December 19, 2022 /PRNewswire/ — JP Morgan Asset Management and Lincoln Financial Group have announced they have strengthened their partnership to bring JP Morgan’s world-class investment capabilities as part of the Lincoln Financial Group platform. of Lincoln Wide offerings of insurance, pension and variable annuity solutions.

In this initiative, shareholders of four JPMorgan Insurance Trust Portfolios (JPM VITs) are being asked to approve a proposal to merge the JPM VITs into four related, newly formed series Lincoln Financial Variable Insurance Products Trust (LVIP Acquiring Funds). JPM VITs represent JP Morgan’s four core investment strategies in the equities and fixed income asset classes.


Getting LVP funds

JPMorgan Insurance Trust Core Bond Portfolio

LVIP JPMorgan Core Bond Fund

JPMorgan Insurance Trust Mid-Cap Value Portfolio

LVIP JPMorgan Mid Cap Value Fund

JPMorgan Insurance Trust Small Cap Core Portfolio

LVIP JPMorgan Small Cap Core Fund

JPMorgan Insurance Trust US Equity Portfolio

LVIP JPMorgan US Equity Fund

The merger is pending shareholder approval, JP Morgan1 He serves as the overseer for each LVIP acquisition fund and continues to manage the LVIP acquisition funds using world-class portfolio management teams and investment processes. Lincoln Investment Advisors Corporation (LIAC) remains the investment advisor to each LVIP Acquisition Fund.

“As a leading provider of life, retirement and annuity solutions from A 90 billion dollars As a fund platform, we are excited to have these capabilities as part of our diversified lineup, further enhancing how we address investors’ needs.” Ben Richer, Head of Financial Management, Lincoln Financial Group. “Combining the scale, resources and design of our investment platform with JPMorgan’s portfolio management capabilities will provide our clients with a best-in-class offering.”

JP Morgan’s subsidiary oversees the business 75 billion dollars It is a top five variable annuity sub-manager in assets under management of variable annuity and mutual fund products and in the industry.

“This partnership underscores our full focus on sub-vision relationships, with investment strategies that support them and support our clients’ growth strategies.” Eric Wilson, head of JP Morgan’s asset management division. “We have a significant Subvision relationship with Lincoln Financial and look forward to strengthening this partnership and, more importantly, delivering returns on investment.”

The transaction is expected to take place in May 2023.

1 JP Morgan Investment Management Inc. currently serves as investment advisor to JPM VITs

About Lincoln Financial Group

Lincoln Financial Group provides advice and solutions to help people manage their financial lives with confidence and optimism. Today, nearly 16 million of our clients trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals and prevent long-term care costs. In the headquarters Radnor, PennsylvaniaLincoln Financial Group is the trading name of Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had. 270 billion dollars Account values ​​at the end of the period as September 30, 2022. Lincoln Financial Group is a committed corporate citizen, listed on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good, and is ranked among Newsweek’s Most Responsible Companies. Committed to diversity, equity and inclusion, we are included in transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender Equality Index. We have been named to FlexJobs’ list of the top 100 companies to watch for remote jobs in 2022 for our commitment to providing flexible work arrangements for our employees. We have a long and rich legacy of being ethical, telling the truth and standing up for what’s right. , Lincoln Recognized as one of Ethisphere 2022 World’s Most Ethical Companies®. We create opportunities for pre-professional skills through our intern development program, ranked among the annual Top 100 Internship Programs by Wip and Yellow. Learn more at: Follow us. facebook, TwitterLinkedIn and Instagram. Sign up for email alerts at

About JP Morgan Asset Management

JP Morgan Asset Management, assets under management 2.3 trillion dollars (as a September 30, 2022) is a global leader in investment management. JPMorgan’s asset management clients include institutions, retail investors and high net worth individuals in major markets around the world. JP Morgan Asset Management provides global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information:

JP Morgan Asset Management of JP Morgan Chase & Co. asset management businesses (NYSE: JPM) and its affiliates worldwide for JP Morgan Investment Management Inc. (“JPMIM”) is a trading name.

Not FDIC insured No bank guarantee | It may lose value.

Source JP Morgan Asset Management


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