Profiel
Mr. Jason S.
Goddard, CFA MBA, is a Vice President & Portfolio Manager at CI Investments, Inc. He has more than 10 years of industry experience.
He joined the firm in 2021
Before joining the firm, Mr. Goddard he worked at another boutique Canadian asset manager.
Prior to that, he managed a long-only portfolio consisting of Canadian credit, provincial, municipal, and federal bonds at Portico and Long/Short Credit and global macro hedge funds at Gluskin Sheff & Associates.
He holds the CFA designation, an MBA (Finance) from Wilfred Laurier, and a Mechanical Engineering Degree from Queen’s University.
Actieve functies van Jason Goddard
| Bedrijven | Functie | Begin |
|---|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Portfolio Manager-Fixed Income | 01-01-2021 |
Eerdere bekende functies van Jason Goddard
| Bedrijven | Functie | Einde |
|---|---|---|
Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio. | Analist-Vaste Inkomen | - |
Opleiding van Jason Goddard
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilfrid Laurier University
Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio. | Finance |
















