D.J. Lucey is Senior Managing Director, Senior Portfolio Manager for SLC Management, focusing on structured product investments and mortgage credit strategies. D.J. co-manages the short duration, core and custom liability-driven investment (LDI) portfolios as part of the U.S. Total Return Fixed Income Team. D.J.’s additional responsibilities include performing credit research and valuation, and managing and trading the asset-backed securities, commercial mortgage-backed securities and mortgage-backed securities sectors.
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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