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安联精选均衡基金之目标为透过由全球股票及定息证券组成之多元化投资组合,取得高水平(市场之 上)之长期整体回报。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Kelvin CHOW | - | 2021 | now |
背景介紹 | Kelvin joined the group in 2010 and has over 14 years of experience in the financial industry. He focuses on the development of quantitative models and is specialized in technical analysis across multi-asset classes including equites, fixed income and currencies. Kelvin is responsible for generating and implementing the strategic tactical asset allocation , monitoring the portfolio risk and rebalancing the positions for the mixed asset funds in Hong Kong. He has solid and deep knowledge in Hong Kong Mandatory Provident Fund (MPF) and Occupational Retirement Schemes Ordinance (ORSO) scheme area. Prior to joining AllianzGI, he was under the portfolio construction team in BNP Paribas investment, responsible for rebalancing and implementing investment strategies. He has a B.Sc. degree in Economics from the London School of Economics and Political Science. He is also a CAIA charter holder. | ||
Helen Lam | - | 2000 | 2021 |
Stuart Winchester | Senior Portfolio Manager | 2000 | 2021 |
背景介紹 | Stuart Winchester is a Hong Kong-based senior portfolio manager with Allianz Global Investors and a member of the Asia Pacific investment team. A highly experienced Asian equity portfolio manager, Stuart has spent a total of 36 years in Asia, the majority of them with AllianzGI which he joined in 1992. For the last 25 years Stuart has managed the Unconstrained Total Return Asia Pacific strategy. Before joining AllianzGI, Stuart worked at Wood Gundy in Japan before transferring to Indonesia to run an affiliate joint-venture merchant bank. |
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