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How local and global drivers within our investment environment drive portfolio construction of our investment strategies.
Join Jason Swartz, experienced Investment Strategist at Old Mutual Investment Group as he looks at how retirement fund portfolios can be unlocked to ensure we navigate varying external forces, including currency risks to ensure sustainable, long term results for your funds, whilst also being responsible investors of the capital we manage.


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Jason Swartz
Investment Strategist @Old Mutual Investment Group
In his role as an Investment Jason is responsible for generating top-down research and implementing active asset allocation positions for the Life Company portfolios he manages. His role is integral to the business, in ensuring we deliver sustainable, long term returns for our clients in a responsible manner. Jason’s experience spans across various investment firms, where he was responsible for building bespoke solutions as well as leading research functions; strategy and asset allocation research including thematic and sector allocation insights and recommendations as well as quantitative analysis. Jason qualified with an M.Bus.Sc (Finance) and is a CFA Charterholder.