D.J. Lucey is Senior Managing Director, Senior Portfolio Manager for SLC Management, focusing on structured product investments and mortgage credit strategies. D.J. leads the U.S. Total Return team, managing the team of structured credit, corporate credit, and U.S. Treasury portfolio managers, traders, and analysts. He co-manages the low duration income, core, securitized opportunistic credit and custom LDI strategies using a team-managed investment process setting sector weights across securitized credit, corporate credit, and government bond sectors in multi-sector portfolios. He leads fundamental research, portfolio management, and trading in securitized sectors and works deeply with analysts who conduct fundamental securitized credit and collateral research.
D.J. has more than 20 years of experience in portfolio management, actuarial analysis, pension fund asset and liability valuation and pension industry research. He joined the organization, in 2009, where he began as an Institutional Portfolio Strategist for the team. In that role, he was responsible for LDI/fixed income research, strategy and communicating investment philosophy, capital market climate and underlying positions to institutional clients. He also assisted with asset/liability strategies and credit research.
Before joining SLC Management, D.J. was a Senior Research Analyst with Cerulli Associates, a strategy research and consulting firm specializing in the financial services industry. Past research and articles he has authored cover institutional asset allocation and asset/liability management, LDI strategies and the use of alternatives in pension funds. D.J. was also an actuarial analyst at Fidelity Investments, performing defined benefit asset and liability valuation and consulting plan sponsors on asset/liability management.
D.J. holds a Bachelor of Arts in Economics from the College of the Holy Cross. He is a CFA charterholder and is a member of the New York CFA society.
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