Profile
Mr. William E.
Jacques, CFA MBA, is a Co-Chair at Martingale Asset Management LP.
He advises on firm strategy and is a member of the Investment Team.
He is also a member of the Brokerage Committee.
Prior to founding Martingale, he was a Trustee and Vice President of Batterymarch Financial Management from 1984 to 1987, where he was involved in quantitative research and portfolio management as an investment strategist.
Before joining Batterymarch, he was a Vice President of J.P.
Morgan Investment Management where he began his career as a research analyst.
He graduated from Lafayette College cum laude with a B.A. in mathematics and economics.
He earned an M.B.A. at the Wharton School.
Bill is a CFA charterholder and subject of Harvard Business School and Columbia Business School case studies on Low Volatility investing.
Bill Jacques active positions
| Companies | Position | Start |
|---|---|---|
Martingale Asset Management LP
Martingale Asset Management LP Investment ManagersFinance Martingale seeks to exploit security mis-pricings based upon an analysis of underlying company fundamentals and risk properties. They offer strategies across the market capitalization spectrum from large-cap to small-cap, including core, growth and value mandates. The firm employs a risk-aware portfolio optimization approach to build portfolios. | Founder | 01/01/1987 |
Former positions of Bill Jacques
| Companies | Position | End |
|---|---|---|
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions. | Portfolio Manager-Equities | 31/12/1986 |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | - |
Training of Bill Jacques
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 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Martingale Asset Management LP
Martingale Asset Management LP Investment ManagersFinance Martingale seeks to exploit security mis-pricings based upon an analysis of underlying company fundamentals and risk properties. They offer strategies across the market capitalization spectrum from large-cap to small-cap, including core, growth and value mandates. The firm employs a risk-aware portfolio optimization approach to build portfolios. | Finance |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions. | Finance |
Lafayette College
Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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