Personal Biography

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James Robertson, CIM

Name

James Robertson, CIM

Position

Senior Portfolio Manager, Head of Asset Allocation–Canada, and Global Head of Tactical Asset Allocation, Multi-Asset Solutions Team, Manulife Investment Management

James is responsible for overseeing all aspects of the firm’s Canadian asset allocation franchise, including portfolio management, research and development, product development, business development, and trading. He leads Canadian portfolio management efforts across a wide range of multi-asset and multimanager solutions. In addition, as global head of tactical asset allocation, James takes a leading role in driving the tactical positioning and the portfolio construction process of tactically oriented solutions globally. 

Previously, James was the chief investment officer for McLean and Partners in Calgary. Prior to that, he was vice president, proprietary investments (equities), at Manulife Financial, following four years as an internal hedge fund manager there. Earlier in his career, he held executive positions at CTSecurities, JP Morgan Canada, and BLC Securities. James holds the Canadian Investment Manager designation.

Education: B.B.A., University of New Brunswick; M.B.A., Concordia University 

Joined the company: 2016

Began career: 1982