Canada

Julie has over 19 years of experience in investment strategy and portfolio research. She has a PhD in Economics, is a CFA charterholder, and has worked at major global financial institutions, including CPP Investments, in increasingly senior roles while also being a mom to two girls. Julie is also a member of the Research Committee of the International Centre for Pension Management (ICPM).  

Driven by a passion for academic rigor and quantitative analysis, Julie specializes in applying research insights to real-world investment decisions. She believes in the power of data and models to both support and challenge our intuition, ensuring more informed and confident decisions. Julie recently founded Core Portfolio Design Inc. to help people and teams with the research, tools, and data they need to navigate complex portfolio construction challenges.