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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Jack Lee | Head | 2017 | now |
自傳 | Jack Lee is the Head of China A-Share Research at Schroders, which involves being an equity analyst within the Asia ex Japan team responsible for coverage of China A share investments. He is also an investment advisor to Schroder China Equity Alpha fund. He joined Schroders in 2012 and is based in Hong Kong. Jack was the Head of Global Investment at Huatai-Pinebridge Fund Management from 2009 to 2012, which involved responsibility for QFII & QDII investments. He was a Portfolio Manager at Abu Dhabi Investment Authority from 2007 to 2009, which involved management of Hong Kong, China and China A-share QFII portfolios. He was an Investment Manager at AIG-Huatai Fund Management from 2004 to 2007, which involved management of China A-share mutual fund & overseeing the investment / research operations. He was a Central Dealer and Senior Investment Analyst at AIG Global Investment Corp (Asia) from 1999 to 2004, which involved dealing of equities for Asian portfolios. Research coverage of HK mid small caps and China equities. Qualifications: CFA Charterholder; BA in Business Administration (Accounting) from Chinese University of Hong Kong. | ||
Louisa Lo | Deputy Head | 2017 | 2020 |
自傳 | Louisa Lo is Deputy Head of Asia ex Japan Equities, Head of Greater China Equities at Schroders, which involves fund management for the Greater China and Emerging Asia strategies and is responsible for the overall aspects of the Greater China Equities business. She joined Schroders in 1997 and is based in Hong Kong. Louisa was a Specialist fund manager at Schroders from 1997 to 2007, which involved managing the Greater China mandates for the Schroder ISF Taiwanese Equity, Schroder ISF China Opportunities, Schroder ISF Greater China and Schroder ISF Emerging Asia funds. Prior to joining Schroders, Louisa spent three years working as a research analyst with two securities firms, focusing on Asian Electronics stocks. Investment career commenced in 1993. Qualifications: CFA Charterholder; MA in Applied Finance from Macquarie University; BA in Commerce from University of Melbourne. |
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