Syfe, a Singapore-based digital wealth platform with over US$10 billion in assets under management ( AUM ), has teamed up with J.P. Morgan Asset Management ( JPMAM ) to offer the latter’s active exchange-traded fund ( ETF ) strategy.
The strategy will be available on the Syfe platform as Equity Alpha portfolio powered by JPMAM.
Global demand for actively managed ETFs has surged as investors look for more flexible, transparent ways to access active management. In 2025, active ETFs captured roughly 25% of global inflows into ETFs – a significant jump in just two years from 16% in 2023.
Syfe seeks to deliver such a strategy via a managed portfolio on a digital platform, thereby broadening access to retail investors.
While purely passive investing remains a staple for long-term wealth, it can miss opportunities created by the gap between company fundamentals and market prices, Syfe says. Equity Alpha seeks to bridge this gap by combining active stock selection and active asset allocation with the diversification and cost-efficiency typically associated with passive investing.
The Equity Alpha portfolio targets an annual alpha of 0.5% to 1.0%, which JPMAM has a successful track record of delivering, outperforming the MSCI World Index over a 20-year period.
‘Index-aware’ construction
The portfolio follows a research-enhanced investment process. Starting with a broad global equity benchmark, J.P. Morgan’s global research team identifies individual companies with high return potential.
A hallmark of this strategy is its "index-aware" construction. Rather than taking concentrated bets, the portfolio takes a large number of small active positions. This helps overweight undervalued stocks while keeping the overall portfolio well‑diversified across countries and sectors, so that active stock selection can contribute to better returns, according to Syfe.
Country weights are adjusted with small tilts from the index to reflect J.P. Morgan’s long‑term views on global markets, generating an additional layer of alpha without making large region‑specific bets.
While J.P. Morgan provides research insights and market perspectives, Syfe remains responsible for all portfolio decisions, implementing changes only when they align with the strategy’s long-term objectives and risk framework.
Traditional active funds often charge fees between 1% and 2% a year, which can meaningfully erode long‑term returns. Syfe uses actively managed ETFs as building blocks, so investors get access to J.P. Morgan’s institutional‑quality stock research at an underlying cost of about 0.20% per year – similar to many passive ETFs and up to seven times cheaper than many traditional active funds.
“Most long-term investors benefit from staying invested in global equities, but they shouldn't have to choose between high-fee active funds and purely passive trackers. By partnering with J.P. Morgan Asset Management, we are bridging the gap between institutional sophistication and retail accessibility,” says Ritesh Ganeriwal, managing director, head of investment and advisory, at Syfe.