Jason Zhang joined Sun Life Global Investments in 2022. He’s a member of the asset allocation committee and a portfolio manager for its granite series of funds and other select strategies. He has more than a decade of comprehensive experience in multi-asset portfolio management. This includes managing target-date and target-risk portfolios, determining the glidepath, strategic asset mix and manager allocations. He has an in-depth understanding of macroeconomic principles and global capital markets, manager research and selection and asset/liability modeling.

Prior to joining Sun Life Global Investments, Zhang was a managing director and portfolio manager on the multi-asset solution team at Manulife Investment Management. He provided day-to-day monitoring and portfolio management of the multi-asset solutions team’s Canadian-based asset allocation portfolios.

Zhang is a chartered financial analyst, 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.