Investment Team

Jacky Lee is Senior Managing Director and Head of the Total Portfolio Group where he leads the evolution of HOOPP’s Total Portfolio Approach (TPA), implements liability-aware investing strategies, and oversees the development of the total fund management framework. Jacky’s work is focused on navigating the complexities of current economic conditions through an integrated, cross-asset perspective.

Since joining HOOPP in 2019, Jacky has played a central role in strengthening the Plan’s total portfolio capabilities. He is an industry thought leader on TPA, co-authoring the paper “Total Portfolio Approach?” which introduces TPA as a flexible investment strategy focused on preparedness, cross-asset thinking, and holistic decision-making. He currently serves on the editorial advisory boards of both the Journal of Portfolio Management and the Journal of Financial Data Science.

Jacky holds a BASc, MASc, and Master of Mathematical Finance from the University of Toronto. His research has been published in peer-reviewed journals and recognized by the International Centre for Pension Management (ICPM), the Pacific Center for Asset Management (PCAM), and the Kroner Center for Financial Research.