Background and Experience
James is Director, Investment Policy & Research for 1832 Asset Management L.P.. James has worked in the investment industry since 1998 and joined 1832 Asset Management L.P. in 2009. He has responsibility for investment policy and research. He is a member of the Investment Strategy Committee and is involved with implementation of investment decisions for private client portfolios.
Prior to joining 1832 Asset Management L.P., James began his investment career as an investment consultant with a major global consulting firm. Subsequent to that, James has been involved in the areas of strategic and tactical asset allocation, investment policy, and managed several large wrap programs for other financial institutions.
James has a Bachelor of Science in Mathematics and a Masters Degree in Business Administration from McMaster University where he has also been a sessional lecturer. James also holds the Chartered Financial Analyst designation.
Discretionary investment management services have been provided by 1832 Asset Management L.P. and its predecessor companies since 1877. The firm's goal is to preserve and enhance assets through pursuit of superior investment returns. Clients benefit from peace of mind derived from knowing their investments are being professionally managed on a daily basis.
Scotia Institutional Asset Management, a division of 1832 Asset Management L.P., offers personalized attention to many clients, including foundations and endowments, taxable corporate assets, pension plans, mutual funds, and individuals. The investment process begins by establishing investment objectives and guidelines. Meetings are held, as required, to keep abreast of changing situations; and reports are issued on a quarterly basis to ensure progress towards the investment objectives can be monitored. Scotia Institutional Asset Management is a part of the Scotiabank Group worldwide network, which provides financial solutions and individual attention for clients across the country and around the globe.