Jason Goddard

Portfolio Manager-Fixed Income at

CI Investments, Inc.

Finance

Consumer Services

Profile

Mr. Jason S.
Goddard, CFA MBA, is a Vice President & Portfolio Manager at CI Investments, Inc. He has more than 10 years of industry experience.
He joined the firm in 2021 Before joining the firm, Mr. Goddard he worked at another boutique Canadian asset manager.
Prior to that, he managed a long-only portfolio consisting of Canadian credit, provincial, municipal, and federal bonds at Portico and Long/Short Credit and global macro hedge funds at Gluskin Sheff & Associates.
He holds the CFA designation, an MBA (Finance) from Wilfred Laurier, and a Mechanical Engineering Degree from Queen’s University.

Jason Goddard active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Portfolio Manager-Fixed Income	2020-12-31

All active positions of Jason Goddard

Former positions of Jason Goddard

Companies	Position	End
Portico Investment Management Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio.	Analyst-Fixed Income	-

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Linked companies

Private companies	4
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
Queen's University Queen's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Portico Investment Management Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio.	Finance