Jason Z. Chen

Portfolio Manager-Equities at Purpose Investments, Inc.

Consumer Services

Finance

Profile

Mr. Jason Z.
Chen, CFA, is a Portfolio Manager of Systematic Investing at Purpose Investments, Inc. He specializes in derivative instruments and quantitative strategies, managing multiple structured-product portfolios at Purpose Investments.
He also leads the development of portfolio analytics and systematic overlay strategies using cutting-edge technology and quantitative methods to analyze the asset mix and risks at the total fund level.
He has a Master of Mathematical Finance degree from the University of Toronto and a Bachelor of Mathematics degree from the University of Waterloo, where he majored in Actuarial Science.
He is a Chartered Financial Analyst (CFA) charterholder and a certified Financial Risk Manager (FRM).

Jason Z. Chen active positions

Companies	Position	Start
Purpose Investments, Inc. Purpose Investments, Inc. Investment ManagersFinance Purpose Investments, Inc. is an investment management firm headquartered in Toronto, Canada. The firm was founded by Som Seif in 2012 and is a wholly owned subsidiary of Purpose Unlimited. Purpose Investments create better investment outcomes for all investors. They manage assets through some of the highest-quality investment funds in Canada.	Portfolio Manager-Equities	2017-04-30

All active positions of Jason Z. Chen

Training of Jason Z. Chen

University of Toronto	Graduate Degree
The University of Waterloo	Undergraduate Degree

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Linked companies

Private companies	1
Purpose Investments, Inc. Purpose Investments, Inc. Investment ManagersFinance Purpose Investments, Inc. is an investment management firm headquartered in Toronto, Canada. The firm was founded by Som Seif in 2012 and is a wholly owned subsidiary of Purpose Unlimited. Purpose Investments create better investment outcomes for all investors. They manage assets through some of the highest-quality investment funds in Canada.	Finance