Jason Zhang joined Sun Life Global Investments in 2022. He’s a member of the asset allocation committee and a portfolio manager for the Granite series of funds and other select strategies. He has more than a decade of comprehensive experience in multi-asset portfolio management, which includes managing target-date and target-risk portfolios, determining the glide path, 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 SLGI, Zhang was a managing director and portfolio manager of the multi-asset solution team at Manulife Investment Management, providing 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 charterholder. He also 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. He has completed his certificate in ESG investing with the CFA Institute.