Jason Zhang, CFA

Portfolio Manager, Multi-Asset Solutions Team, Manulife Investment Management

Jason’s responsibilities include the day-to-day monitoring and portfolio management of the multi-asset solutions team’s Canadian-based asset allocation portfolios. He also provides quantitative and fundamental research in support of asset allocation initiatives globally. His work spans 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 modeled a wide range of products, including equity and fixed-income options, exotic credit swaps, collaterals, and insurance products. Jason holds the Chartered Financial Analyst designation.

Education: M.S., Accounting, Quantitative Finance, University of Waterloo; M.S., Actuarial Science, Western University

Joined the 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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