Head of Investment Analytics & Delivery Manulife Asset Management
Jonathan McGee, CFA, CIPM, is vice president, global head of the Investment Analytics &
Delivery team for Manulife Investment Management, leading staff located in
Boston, Toronto, Hong Kong, Montreal, London and Manila. In this role, he is
responsible for the global analytics and reporting organization that supports
portfolio and strategy-level investment data presented across the Manulife
Investment Management enterprise and for ensuring results are fully compliant
with the Global Investment Performance Standards (GIPS). Specific functions
overseen are performance measurement, analytics, attribution, quantitative
development, internal/client reporting, and service management.
Jon previously spent five years as the
senior vice president and head of performance analysis and client reporting at
Putnam Investments, where he was co-chair of the company’s GIPS committee.
Additional responsibilities included data governance and management, along with
driving strategic initiatives related to business intelligence and advanced
analytics. Prior to that, Jon worked at State Street, establishing the
company’s center of excellence for the outsourcing of performance and analytics
services. Earlier in his career, Jon worked at Investors Bank & Trust,
where he oversaw the firm’s centralized performance measurement group.
Jon is a CFA charterholder and holds a
Certificate in Investment Performance Measurement (CIPM). He is a former member
of the United States Investment Performance Committee and current member of the
Boston Security Analysts Society.
Education: University of Massachusetts
at Amherst, BSc, 1997; University of California, Berkeley, Haas School of
Business, Executive Education program in Leading Innovative Change, 2013; MIT
Sloan School of Management, Executive Education program in Organizational
Joined Company: 2016
Check out the incredible speaker line-up to see who will be joining Jonathan.
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