Profile
Mr. Simon Blanchard, CFA MBA, is a Principal Director at Professionals’ Financial – Mutual Funds Inc. He joined the Professionals’ Financial team in 2010 and as a member of the Investment Committee of Professionals’ Financial – Mutual Funds, he actively participates in developing investment strategies for the firm's entire family of funds.
He is also responsible for external manager relationships.
Involved in the financial sector since the early 1980s, Mr. Blanchard has acquired solid investment expertise, particularly in portfolio management and financial analysis.
He developed his knowledge of financial markets while working for major companies, as the North American equity portfolio manager for the asset management subsidiaries of Desjardins and, more recently, as the life sciences portfolio oversight manager for the Fonds de solidarité FTQ.
He holds a Bachelor’s degree in Economics from Université Laval and a Master’s degree in Finance from McGill University.
He also graduated from the Institute of Financial Analysts in 1994 and holds the designation of Chartered Financial Analyst.
Simon Blanchard active positions
| Companies | Position | Start |
|---|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Investment Committee Member | 31/12/2009 |
Former positions of Simon Blanchard
| Companies | Position | End |
|---|---|---|
Midland Walwyn Capital
Midland Walwyn Capital Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 30/12/1994 |
Desjardins Global Asset Management, Inc.
Desjardins Global Asset Management, Inc. Investment ManagersFinance DGAM offers in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment vehicles. | Corporate Officer/Principal | - |
Training of Simon Blanchard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Finance |
Midland Walwyn Capital
Midland Walwyn Capital Investment ManagersFinance Provides investment advice | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Université Laval
Université Laval Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Desjardins Global Asset Management, Inc.
Desjardins Global Asset Management, Inc. Investment ManagersFinance DGAM offers in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment vehicles. | Finance |
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