Jason brings with him deep experience that will benefit the team and our business, including:
- In-depth understanding of macroeconomic principles and global capital markets,
- Multi-asset portfolio management, including Target Date and Target Risk portfolios, determining the glidepath, strategic asset mix & manager allocations,
- Manager research and selection,
- Tactical asset allocation,
- Asset/liability modeling, and
- Risk management
Prior to joining SLGI, Jason was Managing Director, Portfolio Manager, Multi-Asset Solution Team, at Manulife Investment Management for more than a decade, and has total 15 years of industry experience.
Jason will join our Asset Allocation Committee and serve as a Portfolio Manager on our Granite funds and other select strategies.
He holds a Bachelor’s degree in Applied Mathematics from Peking University, a Master’s degree in Statistics and Actuarial Sciences from Western University, and a Master’s degree in Quantitative Finance from the University of Waterloo. He is also a CFA charter holder.
Jason joined the firm on Monday March 21, 2022 and reports in to Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions.
Expanded resources for manager research and responsible investing
This announcement follows two other recent enhancements to the Multi-Asset Solutions Team:
Jenifer Rush joined SLGI Asset Management Inc. as Head of Responsible Investing and Manager Research. Jenifer joined us from Manulife Financial where she was AVP, Head of Global Manager Research, Canada. She brings with her over 25 years of industry experience across manager research and portfolio management. Jenifer holds an MBA from Queen’s University as well as the CFA and CAIA designations. Outside of work, she shares her experience by teaching courses in portfolio management at her alma mater. Jenifer is actively involved in the Toronto CFA Society and Women in Capital Markets, as well as the North York Women’s Centre.
Adelina Romanelli, Manager, Responsible Investing has been promoted to Director, Responsible Investing. Since joining SLGI a little over a year ago, Adelina has been instrumental in refining our approach to ESG integration and establishing the framework for our commitment to the area, as evidenced through SLGI’s signing to the Net Zero Asset Managers Initiative and the Principals for Responsible Investment (PRI).
Both of these changes were effective February 14th, and are a demonstration of our continued commitment to enhancing our multi-manager capabilities and accelerating our focus on responsible investing.
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