Jason Z. Chen

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).