Fund Manager
Jack is a Fund Manager at WisdomTree, having joined following its acquisition of Atlantic House. He originally joined Atlantic House in 2017 for a year-long placement before returning in 2019. He is currently the Lead Manager of the WisdomTree Defensive Defined Returns Fund and the WisdomTree Dynamic Duration Fund. Jack specialises in derivative-based, multi-asset investment solutions.
He holds a degree in Economics from the University of Bath and became a CFA charterholder in 2023. He regularly speaks at industry conferences on derivatives, multi-asset investing and defined-return strategies.
Defined return investing prioritises the probability of achieving a target return. Active management provides flexibility to adapt investment selection, pricing and execution as markets evolve, assessing each decision in the context of the wider portfolio to improve the likelihood of meeting long-term objectives.
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Investors often focus on the returns they could achieve rather than the returns they actually need. This blog shows that moderate growth rates can reach ambitious goals through time and compounding, without requiring double-digit annual returns. It explains how defined return investments can target these returns across a wider range of equity market conditions, and what investors give up in exchange.
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Defined return investments offer long-term investors a structured way to access the equity risk premium and volatility risk premium simultaneously, while providing downside protection and greater certainty of outcomes. By reducing short-term noise and supporting behavioural discipline, these strategies can help investors stay focused on long-term goals.
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