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You are here: Manager factsheet

Lisa Coleman

JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Lisa Coleman, Managing Director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial for six years, managing core and corporate bond portfolios. Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman for five years, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios. Prior to Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments. Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York. In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
Total return for Lisa Coleman
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Lisa Coleman

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Lisa Coleman 2.1 1.5 -1.0 2.9 9.5 4.9 -3.7 19.3 2.5 18.3
Peer Group Composite 1.5 -1.5 -1.4 4.5 7.4 4.6 -3.5 16.5 0.6 8.3
Over / Under 0.6 3.0 0.4 -1.6 2.1 0.3 -0.2 2.8 1.9 10.0
Performance vs peer group composite: Lisa Coleman
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Global Corporate Bond Co-managed FO Fixed Int - Global since Feb 27 2009 to present
JPM Flexible Credit Co-managed FO Fixed Int - Global since Jan 20 2010 to present
JPM Financials Bond Co-managed FO Fixed Int - Global since Jun 01 2016 to present
JPM Global Corporate Bond Duration-Hedged Co-managed FO Fixed Int - Global since Jul 31 2017 to present
JPM Global Corporate Bond Co-managed UT Global Bonds since Sep 13 2019 to present
JPM Global Bond Opportunities Co-managed UT Sterling Strategic Bond since May 01 2020 to present
JPM JPM Unconstrained Bond Co-managed UT Targeted Absolute Return since May 01 2020 to present
JPM Global Bond Opportunities Co-managed FO Fixed Int - Global since Jun 01 2020 to present
JPM Global Bond Opportunities Sustainable Co-managed FO Fixed Int - Global since Jun 01 2020 to present
JPM Global Strategic Bond Co-managed FO Absolute Return since Jun 01 2020 to present
Funds managed previously
Fund Periods
Schroder ISF EURO Government Bond since Sep 13 1994 to Jul 31 2006
Schroder ISF EURO Short Term Bond since Mar 17 1998 to Jun 30 2006
Schroder ISF EURO Bond since Dec 18 1998 to Jun 30 2006
Schroder ISF EURO Corporate Bond since Jun 30 2000 to Jun 30 2006
JPM Euro Corporate Bond since Feb 01 2009 to Apr 03 2014
Schroder ISF EURO Liquidity since Sep 20 2001 to Sep 30 2006
JPM US Corporate Bond since Oct 21 2016 to Dec 03 2019
JPM Global Duration Hedged Corporate Bond since Sep 01 2010 to fund close
Schroder ISF Global Credit Duration Hedged since Sep 30 2005 to Jul 31 2008
JPM Financials Bond since Nov 01 2011 to Apr 03 2014
JPM Sterling Corporate Bond since Jun 01 2009 to May 31 2011
Schroder ISF Global Corporate Bond since Sep 01 2006 to Jul 31 2008
Schroder High Yield Opportunities since Mar 03 2000 to Jun 01 2001
JPM Global High Yield Bond since Sep 01 2009 to Nov 01 2009
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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