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Jason Zhang
Portfolio Manager-Equities at
SLGI Asset Management, Inc.
Profile
Mr. Jason Zhang, CFA, is a Portfolio Manager at SLGI Asset Management, Inc.
Before joining SLGI, he was Managing Director, Portfolio Manager, Multi-Asset Solution Team, at Manulife Investment Management for more than a decade and has 15 years of industry experience.
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 a CFA charterholder.
Jason Zhang active positions
| Companies | Position | Start |
|---|---|---|
SLGI Asset Management, Inc.
 SLGI Asset Management, Inc. Investment ManagersFinance SLGI’s Portfolio Management Team manages the firm’s sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. | Portfolio Manager-Equities | 01/03/2022 |
Former positions of Jason Zhang
| Companies | Position | End |
|---|---|---|
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies. | Analyst-Equity | 01/03/2022 |
Training of Jason Zhang
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
60
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Peking University
 Peking University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western University of Health Sciences
 Western University of Health Sciences Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SLGI Asset Management, Inc.
SLGI Asset Management, Inc. Investment ManagersFinance SLGI’s Portfolio Management Team manages the firm’s sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. | Finance |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies. | Finance |
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