Asset Mix and Risk
Andrew Spence
Barbara Zvan
Senior Vice-President, Asset Mix and Risk, and Chief Investment Risk Officer
Barbara Zvan and her team of investment professionals oversee the development of the fund’s long-term investment strategy based on economic outlooks, asset and liability matching, and risk analysis.

The Asset Mix and Risk team plays a leading role in researching and assessing new products for possible integration into the investment strategy. Ms. Zvan also oversees the development of the annual active management risk budget, economic analysis, benchmarks, investment guidelines and the design of the internal enterprise-wide risk system.

Ms. Zvan joined Teachers' in 1995 as an assistant portfolio manager. She has risen steadily through positions of increasing authority, and was promoted to Vice-President, Research and Economics, in 2001.

Ms. Zvan is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries, and received her Masters in Mathematics from the University of Waterloo.

 

James Davis
Vice-President,
Investment Planning & Economics

James Davis is responsible for the fund’s strategic investment planning, as well as recommending tactical risk management strategies and new asset classes for the fund.

Mr. Davis joined Teachers’ in 2006 and has more than 20 years experience in investment strategy and management. A CFA charterholder, Mr. Davis earned an MBA and B.Sc. from Dalhousie University.


 

Scott Picket
Vice-President,
Research & Risk

Scott Picket is responsible for overseeing the assessment of the fund’s investment risk and promoting a risk-conscious culture at the fund.

Mr. Picket joined Teachers’ in 2000 and was most recently Director, Quantitative Analysis. He has 15 years investment management experience. Mr. Picket earned a Ph.D. and an M.A.Sc. (Aerospace Engineering) from the University of Toronto and a B.Math. from the University of Waterloo.



Posted May 2008