![Judith Chan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Judith Chan
Head-Equity Investments bij
Northwest & Ethical Investments LP
Profiel
Ms. Judith Chan, CFA, is a Vice President & Head of Multi-Asset Portfolios at Northwest & Ethical Investments LP (NEI).
She is responsible for leading the design, construction, and oversight of NEI’s multi-manager, multi-asset portfolios.
She also leads the implementation of strategic and tactical asset allocation decisions and trading functions.
She has over 15 years of experience managing multi-asset portfolios, bringing deep expertise in asset allocation, portfolio optimization, investment strategy design, and managing and monitoring day-to-day portfolio activities.
Prior to joining NEI, Ms. Chan managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks.
Before that she worked as an Equity Research Analyst at Merrill Lynch Hong Kong.
Ms. Chan was previously employed as a Portfolio Manager by 1832 Asset Management LP and an Associate Analyst by Merrill Lynch (Asia Pacific) Ltd.
She has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.
Actieve functies van Judith Chan
| Bedrijven | Functie | Begin |
|---|---|---|
Northwest & Ethical Investments LP
 Northwest & Ethical Investments LP Investment ManagersFinance NEI’s diverse lineup of investment solutions seeks to achieve above average returns for their investors while reducing risks. | Head-Equity Investments | 01-06-2022 |
Eerdere bekende functies van Judith Chan
| Bedrijven | Functie | Einde |
|---|---|---|
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Portefeuillebeheerder-Aandelen | 01-06-2022 |
Merrill Lynch (Asia Pacific) Ltd.
 Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Profile unavailable. | Corporate Officer/Principal | 30-05-2001 |
Opleiding van Judith Chan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
72
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Finance |
Simon Fraser University
 Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch (Asia Pacific) Ltd.
Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Profile unavailable. | Finance |
Northwest & Ethical Investments LP
Northwest & Ethical Investments LP Investment ManagersFinance NEI’s diverse lineup of investment solutions seeks to achieve above average returns for their investors while reducing risks. | Finance |
