Jackson National Asset Management, LLC® (JNAM) has a comprehensive due diligence process for identifying and monitoring investment managers for the Jackson variable annuity platform that is guided by five key criteria. JNAM seeks best-in-class third-party subadvisers for the JNL Funds capable of delivering consistent and repeatable results in line with their mandates.
Whenever JNAM launches a new JNL Fund, or replaces a manager on a current Fund, there is a formal search procedure built around the PROOF Process that involves idea generation, initial screening, and final approval by the Jackson Product Committee and JNL Funds Board of Trustees.
The PROOF process is played out in concrete, day-to-day actions—such as the 600-plus due diligence meetings with existing and potential investment partners JNAM conducts each year. Portfolio performance, portfolio manager governance, regulatory compliance, and financial stability are evaluated regularly. Any manager who does not meet expectations will be replaced.
Jackson National Asset Management, LLC (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.
Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.
This material was prepared to support the promotion and marketing of Jackson variable annuities. Jackson, its distributors and their respective financial professionals do not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.
Jackson® is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.