J.J. Woolverton, CFA

J.J. Woolverton, CFA

Just a Thought

J.J. Woolverton, CFA, started his career at Crown Life Insurance in the Investment Department and ended up as Associate Treasure responsible for all marketable investments. He moved to Ontario Hydro as their chief investment officer and was a co-founder and Managing Director of Frank Russell Canada for seven years. He joined Guardian Capital Inc. as Managing Director and Chief Operating Officer, and later Chairman, responsible for the institutional money management division. He was also Chairman of Guardian Capital Advisors LP. He is currently a partner in an investment consulting firm, AMS Partners Inc.

Measuring Manager Performance: Dos and Don’ts

Part 2 in our series on the trouble with performance measurement. Read Part 1 here.

When Performance Measurement Goes Awry

A 2-part series of the evolution of benchmarks and where they fall flat

The Future of Growth

Blogger JJ Woolverton looks at drivers of growth, past and future

What Stage is Your Manager At?

How the life cycle works for investment management firms.

Soft Dollar Commissions – No Free Lunch

Putting directed commissions under the microscope.

Bad Timing

The real mismatch that’s killing DB pension plans: time.

Contex Group