Winners Interview with JPMorgan Asset Management | Lipper Fund Awards 2026 United States

Why It Matters

The remarks validate J.P. Morgan’s target-date strategy as a research-driven, long-term approach for retirement investors and signal a tactical shift toward international equities that could reshape allocation trends if widely adopted. Staying invested and diversifying outside the U.S. may materially affect long-term returns for pension and retail retirement pools.

Summary

Dan Olroyd, a senior portfolio manager at J.P. Morgan Asset Management, said 2025 produced positive headline returns across equities and fixed income despite pronounced volatility and short-term shocks, underscoring the importance of staying invested and avoiding market timing. He emphasized that target-date fund performance rests on a disciplined glide path informed by capital-markets assumptions and retiree behavior research. Looking ahead, Olroyd sees greater opportunity outside the U.S. — particularly in Europe, Japan and emerging markets — driven by relatively cheaper valuations and a softer dollar. The team views global diversification and maintaining market-weight non-U.S. exposure as the practical way to capture those opportunities within target-date portfolios.

Original Description

Interview with Daniel Oldroyd, CFA, CAIA, Managing Director, Portfolio Manager and the Head of Target Date Strategies for Multi-Asset Solutions at JPMorgan Asset Management, at the Lipper Fund Awards 2026 United States ceremony.

The LSEG Lipper Fund Awards reflect a truly independent and uncompromised assessment of performance in over 19 countries worldwide. Our legacy is underpinned by LSEG Lipper's acclaimed fund data and proprietary quantitative methodology. Find out more: https://www.lipperfundawards.com/

LSEG (London Stock Exchange Group) is a diversified international markets infrastructure business —earning our clients’ trust for over 300 years. That legacy of customer-focused excellence ensures that you can rely on our expertise in capital formation, intellectual property and risk and balance sheet management. As global leaders in financial indexing, benchmarking and analytic services, we offer unrivalled access to international capital markets. Our high-performance technology solutions enable companies worldwide to access funds for growth and development. And with our Data & Analytics, Capital Markets and Post Trade divisions, we provide a comprehensive, integrated suite of trusted financial market infrastructure services that help our customers pursue—and achieve—their ambitions. That’s how we make a difference— ensuring people can meet their potential—worldwide.

Follow us on LinkedIn (linkedin.com/company/london-stock-exchange-group) and Twitter (@LSEGplc).