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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
James Robertson | Senior Portfolio Manager | 2018 | now |
自傳 | James Robertson, is a senior portfolio manager at Manulife Asset Management. Jamie is responsible for overseeing all aspects of Manulife’s Canadian asset allocation franchise. He leads Canadian portfolio management efforts across a wide range of multi-asset and multi-manager solutions. Previously, Jamie was CIO for McLean and Partners in Calgary. Prior to that, he was vice president, proprietary investments (equities) at Manulife Financial. Earlier in his career, he held executive positions at CTSecurities, JP Morgan Canada, and BLC Securities. | ||
Michel Pelletier | Other Executives | 2010 | now |
自傳 | As Senior Vice-President, Fixed Income, Michel Pelletier leads the Fixed Income team and is responsible for all government bonds, corporate bonds, private placements and money market portfolios. A key member of the Asset Mix Strategy and Investment Governance Committees, Michel contributes interest rate forecasts and asset mix recommendations. Michel joined Standard Life Investments Inc. in 2003 in his current role after 18 successful years in the investment industry. Michel holds a Bachelor’s degree from McGill University and a Master’s degree in Economics from Université de Montréal. | ||
Susan Da Sie | Member | 2010 | now |
自傳 | As Senior Vice-President, Equities, Susan Da Sie is responsible for Standard Life Investments Inc.’s Canadian equity investment policy and performance. She is a member of the Asset Mix Strategy and Investment Governance committees. Susan is responsible for retail North American Fund mandates. She is also responsible for the Canadian large cap Healthcare sector. Susan joined the company in 2007. In 2013, she assumed her current position. She has over 31 years of experience. She obtained her Bachelor of Commerce (Finance) from McGill University with high distinction and holds a CFA designation | ||
Neil Matheson | - | 2010 | now |
自傳 | As Senior Vice-President, Investment Strategy, Neil Matheson contributes to macroeconomic research and investment strategy as both member and chair of several investment strategy committees in both Canada and the UK. He manages the Standard Life Canadian Dividend Growth fund and is a member of Standard Life Investments Inc.’s Executive Committee. Neil joined the company in 1989. He was appointed to his current position in 2008. Neil holds M.A. degrees from both Oxford University and Carleton University, as well as an MBA from McGill University. He obtained his CFA designation in 1991. | ||
Cordell Tanny | Portfolio Manager | 2010 | now |
自傳 | As Director of Portfolio Analytics, Cordell brings an expertise in modeling asset classes and portfolio optimization. His responsibilities include overseeing the Portrait Portfolio Program, conducting due diligence on all portfolio managers, and selecting which funds will be used in Portraits as well as constructing, monitoring and managing all of the portfolios. Cordell holds a B.Sc. in Biology from McGill University as well as the Chartered Financial Analyst designation. | ||
Management Team | - | 2003 | 2010 |
自傳 | Team Managed |
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