Jason Zhang, CFA

Director and Senior Investment Analyst

Jason Zhang, CFA, is director and senior investment analyst, Portfolio Solutions Group (PSG), at Manulife Investment Management. PSG is responsible for the development and growth of Manulife’s asset allocation solutions for individual and institutional investors in the US, Canada, and Asia. Solutions include individual target date and target risk strategies, alternative and international asset allocation portfolios, and highly customized corporate pension plans. Jason assists in the day-to-day monitoring and portfolio management of PSG’s Canadian Asset Allocation Portfolios. He also provides quantitative and fundamental research in support of PSG’s asset allocation initiatives globally. His work has spanned a wide range of topics ranging from fixed income return forecasting to the design of tactical asset allocation models.

Previously, Jason served as Senior Quantitative Analyst at Manulife and Quantitative Analyst at the Bank of Montreal and the Royal Bank of Canada where he gained experience in modeling a wide range of products including equity and fixed income options, exotic credit swaps, collaterals and insurance products.

Education: Master of Accounting, Quantitative Finance, University of Waterloo; Master of Science, Actuarial Science, University of Western Ontario

Joined Company: 2009

Began Career: 2007

Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

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