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Private Wealth & Trust

Investment Due Diligence

Jackson's manager selection process begins by drawing on the internal and external resources of the company's asset management arm, Jackson National Asset Management, LLC® (JNAM).

The Method for Portfolio Selection, Integration, and Monitoring.

JNAM adheres to a robust investment process that leverages institutional techniques and authoritative research, analysis, and insight.

Jackson National Asset Management Quick Facts

  • Serves as the investment adviser for 163 funds totaling over $204 billion in assets under management*
  • Portfolio manager for several sub-accounts within Jackson's variable annuity platforms totaling over $31 billion in assets under management*
  • Investment management team members are seasoned professionals with backgrounds in fields such as portfolio management, asset allocation, economic research, alternative investments, and endowments

* As of 12/31/2018.


The JNAM PROOF Process

The due diligence process for our variable annuities may be described by the acronym PROOF, and it consists of the following disciplined methodology that's focused on optimizing portfolio performance.

Key Elements of the PROOF Process

1. Performance

Quantify sources of performance and risk across multiple periods versus peers and benchmarks

2. Repeatability

Identify consistent and systematic elements of investment process that sync with observed performance record

3. Operational Review

Review operational integrity, processes, and transparency through formal quarterly ratings

4. Ongoing Oversight

Conduct regular calls and onsite visits with portfolio management teams

Track performance versus expectations

5. Fit

Examine correlations and holdings overlap as part of evaluation of overall investment lineup compatibility


Trust Demands a Strong Foundation

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.

Why does JNAM put so much emphasis on money manager selection and oversight? Because it can have a significant impact on long-term success.

* As of 12/31/2018.

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 representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

This material was prepared to support the promotion and marketing of Jackson® variable annuities. Jackson, its distributors and their respective representatives 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.

The latest income date allowed is age 95, which is the required age to annuitize or take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract.

Jackson National Asset Management, LLC ("JNAM") is an investment adviser registered with the U.S. Securities and Exchange Commission. JNAM is also a commodity pool operator registered with the U.S. Commodity Futures Trading Commission and is a member firm of the National Futures Association. JNAM is the investment adviser to the "Funds," which are investment companies (sub-accounts) that underlie the Jackson variable products. JNAM is an exempt transfer agent. Nothing contained herein is investment advice, and nothing contained herein is a solicitation for investment advisory services or the sale of commodity pool interests. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.

Jackson Private Wealth Variable and Fixed Annuity (VA790, ICC17 VA790, VA790-T1, ICC17 VA790-T1) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan). Distributed by Jackson National Life Distributors LLC, member FINRA. This product has limitations and restrictions. Jackson® issues other annuities with similar features, benefits, limitations and charges. Contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company®.

This piece is meant to provide education on the content being presented and is intended of an audience with a basic understanding of trusts and the financial industry. It is not intended for use with the general public.

Firm and state variations may apply.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMV18831IDD 06/19

© 2019. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951