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HOOPP
Investments Investment Team Jacky Lee

Investment Team

Jacky Lee

Senior Managing Director, Total Portfolio

JackyLee-HOOPP

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.

This document provides a simplified overview of HOOPP's benefits based on the terms of the HOOPP Plan Text at the time of publication. From time to time, HOOPP may amend the HOOPP Plan Text. In cases where the information provided in this document differs from that contained in the HOOPP Plan Text, the HOOPP Plan Text will govern. More details, including the full HOOPP Plan Text and a complete description of the Plan and its benefits, can be found on hoopp.com.