Systematic Investment Team

Jason 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.

Jason has a breadth of experience in both the buy-side and sell-side of capital markets, including the Ontario Teachers' Pension Plan, Bank of America Merrill Lynch, and TD Securities. Before joining Purpose, he was the Manager of Market Intelligence at an upstart stock exchange, the NEO Exchange.

Jason 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).

Jessie Xun is a Senior Investment Associate on the Systematic Investing team, specializing in portfolio management, derivatives, structured notes, and advanced fund analytics. She plays a key role in managing structured funds and making data-driven investment decisions to generate alpha.

As a quant, Jessie leverages scientific methods and a rigorous research process to ensure the funds meet their investment objectives and achieve their performance goals. She is also instrumental in building and maintaining advanced analytics and trading systems for the funds, including in-house pricing models and sensitivity analyses. Her work is crucial to the funds' risk management and operational efficiency.

Jessie is a Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM). She holds a Master of Financial Insurance degree and a Bachelor's degree in Financial Economics from the University of Toronto.

Nawan has spent 5 years with Purpose developing a deep understanding of client needs with the product team before applying his skills sets in portfolio management starting in 2018. Nawan combines in depth fundamental research with quantitative overlays in contribution to the security selection processes for the firm. Working closely with the CIO, Nawan is also responsible for the implementation of asset allocation across multiple mandates. Nawan earned his MSc in Finance from Simon Fraser University and is a CFA charterholder.

Hilbert is a CFA charterholder with over 10 years of experience in the industry. He covers the healthcare sector focusing on both public and private biotechnology/pharmaceuticals, as well as healthcare equipment/services on the portfolio management team while covering the trading function.

Before joining Purpose, Hilbert was working at RBC focusing on derivative valuation. He graduated from the University of Toronto and specialized in Economics and Political Science.