Jacques has spent nearly ten years in academia as a tenured professor at HEC Montreal and more than twenty years in the financial industry, first as respectively CIO and Chief Investment Strategist at Desjardins Asset Management and then as CIO/CEO of Ipsol Capital. He is currently helping design a new retirement system for U.S. workers and employers with a vision of standardizing a universal foundation to engineer personal experiences. He has recently completed a prototype of the next generation of financial planning engines; managing uncertainties in both accumulation and decumulation.
During his career, Jacques has been involved in most segments of the asset management industry: portfolio policy and global asset allocation across public and non-public asset classes, funds of funds management both alternative and traditional, research leading to product design and product management in the equity, commodity and asset allocation space and management of a high net worth platform. In recent years his research interests centered on investment processes, long-term financial planning and the development of algorithms and tools to facilitate the transition towards and through retirement. He is currently working on bridging the gap between the recent advancements in investment processes and their integration into financial planning engines to improve lifetime risk management.
Jacques earned a B.A. in Economics and a M.Sc. in Finance from HEC Montreal and a Ph.D. in International Business from the University of South Carolina. He is a CFA and was president of the Montreal CFA Society from 2013 to 2015.
Jacques received the C. Stewart Sheppard Award in 2018 attributed annually since 1976 to a CFA charterholder for his contribution in fostering education of professional investors through advancement of the body of knowledge, development of programs, publications or other learning tools to encourage continuing education in our profession.
Finally, he is a board member of Retraite Québec and president of its investment committee. Retraite Québec administers the Québec Pension Plan, public-sector pension plans and the Family allowance measure.