Recent News: The book "Secure Retirement - Connecting Financial Science and Human Behavior" is available as a PDF from CFA Institute and on Amazon. See jacqueslussier.com for this book (or Goggle its name) and for other documents. Significantly more text material, tools and videos on retirement planning, retirement governance, risk attitude evaluation process and other topics pertinent to the retirement planning effort will be made available in the spring of 2020 through a web portal. Academic Experience (1987-1994): • Professor of corporate finance, portfolio management and derivatives at HEC MontrealCorporate Expertise (1995 - ...):• Investment policies for institutional, high net worth and retail investors; • Multi-asset class asset allocation across liquid and illiquid markets;• Design and management of factor-based processes and risk-based investment processes;• Financial planning processes across all phases of retirement: Accumulation, Transition, Decumulation;• Advanced research for the design of financial planning tools, combining longevity products; • Fund of funds management and design/management of multi-manager products;• Optimization of regulatory capital; • Management of research program. Some Recent Publications and Research:• “Secure Retirement - Connecting Financial Theory and Human Behavior”, CFA Institute Research Foundation, 2019. 272 pages. • “Active Equity Investing: Portfolio Construction”, with Marc Reinganum. CFA Institute, mandatory CFA Level III material, 2018. 81 pages.• "Rational Investing - The Subtleties of Asset Management" with Hugues Langlois, Columbia Business School Publishing, 2017. 240 pages.• "Investment Principles - Information Book for CFA Professionals", CFA Montreal, 2016. Version I for investors (74 pages). Version II for professionals (126 pages).• “Portfolio Structuring and the Value of Forecasting”, editor of research brief with Andrew Ang, Mark Carhart, Phil E. Tetlock, David Rapach and Craig Botenstab. Research Foundation, CFA Institute. 57 pages. • "Successful Investing Is A Process - Structuring Efficient Portfolios for Outperformance", Bloomberg Press imprint on the Wiley List, 2012. 382 pages Awards:CFA Institute C. Stewart Sheppard Award (2018). Boards, Advisory Boards and Committees:• CFA Montreal - President (2013-2015)• Retraite Québec - Board member • Retraite Québec - President Investment Committee
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Chief Investment Officer, Chief Executive OfficerIpsol Capital Inc Sep 2013 - Apr 2019Montreal, Canada AreaIPSOL Capital manages factor-based equity strategy for institutional investors using a proprietary approach that seeks to integrate the dependence across risk factors. -
Chief Investment StrategistDesjardins Global Asset Management Feb 2010 - 2013MontrealAsset allocation for institutional clients (such as Desjardins Financial Security and Desjardins General Insurance Group) across all sectors. Head of research. Responsible for identifying new sectors of activities for DGAM. Design of a family of market indifferent equity and commodity protocols. Design of risk-based asset allocation overlay protocols. Manager of the Chorus Private Wealth program.
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Vice-President Securities Investments & Financial EngineeringDesjardins Global Asset Management 2002 - 2009Montreal, Canada AreaBusiness orientation across four sectors: fixed income, alternative investments, manager of managers and research & quantitative management. Asset allocation for institutional clients. Design and development of a family of multi-manager equity funds.
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Vice-President Financial EngineeringOpvest 1999 - 2002Montreal, Canada AreaManagement of the derivative portfolio and of the alternative investment portfolio (funds of funds). Head of due diligence and creation of an alternative investment management team. Design of an internal GTAA model. Design of pricing model for commercial mortgages.
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Portfolio Manager A&L And DerivativesDesjardins Laurentian Life Group (Dllg) 1995 - 1999Montreal, Canada AreaManagement of derivative portfolio: restructuring of international equity portfolio through option programs, creation of strategies designed to outperform balanced portfolios, design of option and alternative retail products and of MBS valuation models. Development of portfolio structures targeting a more optimal use of regulatory capital.
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Professor FinanceÉcole Des Hautes Études Commerciales - Montreal 1987 - 1994Montreal, Canada AreaProfessor of Corporate Finance, International Finance, Derivatives.
Jacques Lussier, Ph.D., Cfa, Icd.D Education Details
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Mcgill Executive InstituteInstitute Of Corporate Directors Designation (Icd.D) -
International Business & Banking -
École Des Hautes Études Commerciales - MontréalFinance -
École Des Hautes Études Commerciales - MontrealEconomics
Frequently Asked Questions about Jacques Lussier, Ph.D., Cfa, Icd.D
What is Jacques Lussier, Ph.D., Cfa, Icd.D's role at the current company?
Jacques Lussier, Ph.D., Cfa, Icd.D's current role is Helping Design a Better Retirement System.
What schools did Jacques Lussier, Ph.D., Cfa, Icd.D attend?
Jacques Lussier, Ph.D., Cfa, Icd.D attended Mcgill Executive Institute, University Of South Carolina, École Des Hautes Études Commerciales - Montréal, École Des Hautes Études Commerciales - Montreal.
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