Jacques Lussier, Ph.D., Cfa, Icd.D

Jacques Lussier, Ph.D., Cfa, Icd.D Email and Phone Number

Helping Design a Better Retirement System
Jacques Lussier, Ph.D., Cfa, Icd.D's Location
Montreal, Quebec, Canada, Canada
About Jacques Lussier, Ph.D., Cfa, Icd.D

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

Jacques Lussier, Ph.D., Cfa, Icd.D's Current Company Details

Helping Design a Better Retirement System
Jacques Lussier, Ph.D., Cfa, Icd.D Work Experience Details
  • Ipsol Capital Inc
    Chief Investment Officer, Chief Executive Officer
    Ipsol Capital Inc Sep 2013 - Apr 2019
    Montreal, Canada Area
    IPSOL Capital manages factor-based equity strategy for institutional investors using a proprietary approach that seeks to integrate the dependence across risk factors.
  • Desjardins Global Asset Management
    Chief Investment Strategist
    Desjardins Global Asset Management Feb 2010 - 2013
    Montreal
    Asset 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.
  • Desjardins Global Asset Management
    Vice-President Securities Investments & Financial Engineering
    Desjardins Global Asset Management 2002 - 2009
    Montreal, Canada Area
    Business 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.
  • Opvest
    Vice-President Financial Engineering
    Opvest 1999 - 2002
    Montreal, Canada Area
    Management 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.
  • Desjardins Laurentian Life Group (Dllg)
    Portfolio Manager A&L And Derivatives
    Desjardins Laurentian Life Group (Dllg) 1995 - 1999
    Montreal, Canada Area
    Management 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.
  • École Des Hautes Études Commerciales - Montreal
    Professor Finance
    École Des Hautes Études Commerciales - Montreal 1987 - 1994
    Montreal, Canada Area
    Professor of Corporate Finance, International Finance, Derivatives.

Jacques Lussier, Ph.D., Cfa, Icd.D Education Details

  • Mcgill Executive Institute
    Mcgill Executive Institute
    Institute Of Corporate Directors Designation (Icd.D)
  • University Of South Carolina
    International Business & Banking
  • École Des Hautes Études Commerciales - Montréal
    École Des Hautes Études Commerciales - Montréal
    Finance
  • École Des Hautes Études Commerciales - Montreal
    École Des Hautes Études Commerciales - Montreal
    Economics

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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