J.P. Morgan

EFG Brochure - U.S.

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2 FIVE ESSENTIAL QUESTIONS You are committed to ensuring your organization has the resources needed to accomplish its mission, and we understand how challenging this responsibility can be. The Endowments & Foundations Group at J.P. Morgan is dedicated to working with not-for-profit organizations across the globe to help with their complex investment and financial management needs. In our experience, an organization's long-term success is greatly enhanced when the not-for-profit's leaders have specialists to help them think through their answers to five essential questions: LAYING THE GROUNDWORK FOR SUCCESS Is your Investment Policy Statement helping you achieve your goals? 4 OPTIMIZING RESOURCES Are your resources being put to their best use? 7 DESIGNING PORTFOLIOS Is your portfolio designed to generate consistent, risk-adjusted returns? 12 TAPPING GLOBAL OPPORTUNITIES Are you benefiting from opportunities around the world? 15 MEETING ALL YOUR NEEDS Are the full range of your organization's needs being met? 18 We would welcome the opportunity to get to know your organization better and to discuss our insights with you. Monica Issar Global Head J.P. Morgan Endowments & Foundations Group

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