Jean-Philippe Lemieux

Experience

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  Aon Consulting

  Jul 1990 - Oct 2000

  - Advised pension and investment committees on investment decisions with respect to their plans’ assets.- DB plan services included asset allocation and asset-liability matching studies, manager structure, manager searches, statement of investment policies and goals and monitoring.- DC plan services focused on DC provider selection, selection of investment funds offered to plan members and performance monitoring.- Conducted investment manager research.- Member of the National Committee of the Investment Consulting Practice in Canada and the International Committee of the Investment Consulting Practice. Both committees were created to reinforce leadership in the practice and support of consultants in providing investment consultations in Canada and internationally.- Involved in new business development, which contributed to new skills in the area of negotiation and client management.Key Accomplishments:- Collaborated in winning the first on-going investment consulting mandate awarded by the Investment Committee of the Government and Public Employees Retirement Plan (RREGOP) and Pension Plan of Management Personnel (RRPE) and assigned as a key investment consultant for this client with gross assets exceeding $100 billion at the time. Show less - Supported pension committees and plan administrators in the assessment and management of the financial situation of their plans and meeting of underlying regulatory and contractual obligations.- Actuarial valuation reports, costing of plan improvements or changes in regulations, plan text amendments and consolidations, asset-liability matching studies, pension fund performance monitoring and certain plan administration activities.- Involved in the programming of actuarial valuation and plan administration systems and process improvement projects.Key Accomplishments:- Frequently assigned to clients with complex pension benefit structures, requiring a high level of customization and computing skills. Show less

  • Senior Consultant

    Jan 1996 - Oct 2000

  • Analyst and Consultant

    Jul 1990 - Jan 1996
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  Watson Wyatt

  Nov 2000 - Mar 2003

  Consultant

  - Advised pension and investment committees on strategic decisions with respect to their plans’ assets and governance structure.- DB plan services covered a broad spectrum of considerations including investment governance, risk budgeting, asset allocation, manager structure, manager selection, review of Statement of Investment Policies and Goals and monitoring.- DC plan services focused on DC provider selection, selection of investment funds offered to members and performance monitoring.- Conducted investment manager research and served as a member of the Canadian Manager Search Committee. - Collaborated on the annual Canadian chapter of the Global Asset Study (GAS) conference developed by Watson Wyatt.Key Accomplishments:- Responsible for approximately 20 institutional clients from the corporate and public sectors with respect to investment consulting services provided by the firm.- Collaborated successfully in new business development.- Spoke on Alternative Assets in 2001 and on Mission and Risk Budgeting in 2002 at the GAS conferences held in Toronto.- Promoted to Chair of the Canadian Manager Search Committee in 2003. Show less

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  Manulife Asset Management

  Mar 2003 - Jan 2016

  Vice-President, Product

  - Responsible for product governance, development and management for institutional and retail distribution channels of Standard Life Investments (SLI) in Canada. - Ensured that products remain relevant by motivating teams with common vision, and focused on ensuring that developments are conducted and approved under agreed upon guidelines.- Contributed to various strategic business, sale, marketing and communication initiatives. - Member of the Investment Governance Committee, which was overseeing the company’s investment management processes and activities in Canada.- Member of the Canadian Risk Management Committee, which had the responsibility to mitigate inherent operational risks.Key Accomplishments:- Co-led a strategic integration project in 2015 bringing together the investment management capabilities of SLI in Canada and Manulife Asset Management. This highly successful project affected approximately $12.5 billion in assets under management (AUM) and involved important strategic communications to more than 180 institutional clients and the Canadian consultant community.- Contributed to more than 20 strategic client communications including the announcement in September 2014 of the acquisition by Manulife of the Canadian operations of Standard Life and SLI.- Launched more than 50 investment funds representing approximately $4 billion in AUM for the company as at September 30, 2014.- Brought to Canadian institutional channels, SLI’s flagship Global Absolute Return Strategies (GARS) product. GARS represented approximately $1.3 billion in assets under management in Canada at the end of 2015.- Launched a series of innovative and unique Liability Driven Investment (LDI) pooled funds.- Launched a new family of institutional pooled trust funds in 2007.- All of these key accomplishments were made possible with a fierce focus on excellence, collaboration, and commitment to holding productive conversations with relevant stakeholders and team members. Show less

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  Self-employed

  Aug 2016 - Dec 2016

  Strategic Consultant
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  Aon

  Jan 2017 - Apr 2019

  Associate Partner, Investment Consulting

  - Leads all aspects of client deliverables for advisory and delegated solution services, interfacing with other teams of Aon’s Global Investment Consulting Practice.- Services cover a broad spectrum of institutional considerations including risk budgeting, asset allocation strategy, risk management strategy, portfolio construction, manager selection, investment policy statement and monitoring. - Leverages a wide array of economic and manager research conducted by the firm globally to optimize client portfolios.- Serves as a member of the Canadian Though Leadership group.- Mentors junior colleagues.- Contributes to marketing and business development efforts of the firm. Show less