NEI Select Growth & Income RS Portfolio A(0P0000P0K3)

多倫多

從投資組合中新增/移除新增至觀察名單

13.626 -0.030 -0.20%

14/06 - 關閉. CAD 貨幣 ( 免責聲明 )

種類: 基金

市場: 加拿大

發行者: OceanRock Investments Inc.

資產類別: 其他

晨星評級:
總資產: 1.02B

0P0000P0K3綜觀

你可在本頁找到深入的NEI Select Growth & Income RS Portfolio A公司檔案，包括0P0000P0K3的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Equity Balanced

總資產

1.02B

費用

基金成立

2010年4月12日

聯絡資訊

地址 P.O. Box 26
Toronto,ON M5C 2W7
Canada

電話 888-809-3333

傳真 888 809 4444

網絡 www.neiinvestments.com

主要管理層

名稱	主旨	成立於	直至
Judith Chan	Director	2022	now
自傳	Judith Chan, Vice President and Head of Multi-Asset Portfolios joined NEI Investments in 2022 and is responsible for leading the design, construction, and oversight of NEI’s multi-manager, and multi-asset portfolios. Judith has over 15 years of investment industry experience. Prior to joining NEI, she managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.
John Bai	-	2021	now
自傳	John Bai, Senior Vice President and Chief Investment Officer, joined NEI Investments in 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence. John brings more than 25 years of investment industry experience. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.
Will Benton	Portfolio Manager	2018	now
自傳	Will Benton, Vice President and Portfolio Manager, joined Aviso Wealth in 2013 as part of NEI Investments. He is responsible for sub-advisor selection as well as their integration into the asset allocation process. Will is also a voting member of the NEI Asset Allocation Committee. Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.
Rafal Wojtal	-	2021	2021
自傳	Rafal Wojtal joined Aviso Wealth in 2017 as part of NEI Investments. As a Portfolio Manager on the Asset Allocation & Investment Strategy team he contributes to portfolio construction, asset allocation decisions and trading across all of NEI’s multi-asset solutions. Mr. Wojtal’s responsibilities also include research and development of quantitative models which inform the team’s strategic and tactical investment views. Prior to Aviso, Mr. Wojtal was an associate analyst at a Toronto-based mutual fund company specializing in global macro investing. Mr. Wojtal received a Bachelor of Science in Economics from the University of Windsor and a Master of Arts in Economics from the University of Western, Ontario. Mr. Wojtal holds the Chartered Financial Analyst designation and is registered as an Advising Representative with the Canadian Securities Administrators.
Yufei Man	-	2018	2021
自傳	Yufei Man is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2013. Previously, he was an Associate at Orchard Asset Management. Mr. Man has been in the financial industry since 2011.
Jeremy Peng	Portfolio Manager	2018	2019
自傳	Jeremy Peng is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2012. Previously, he was a portfolio manager at HSBC Global Asset Management and prior to that, he was a pension consultant associate at Mercer and at Russell Investments. Mr. Peng has been in the financial industry since 2006.
Daniel Solomon	Portfolio Manager	2018	2019
自傳	Daniel Solomon is Chief Investment Officer, portfolio manager, and head of the NEI Asset Allocation Committee. He joined NEI Investments in 2011. Before joining NEI, he led the Investment Fund Research team at BMO Nesbitt Burns as VP & Managing Director, and was a member of the Private Client Division's Investment Strategic Committee. Previously, he was responsible for the Manager Research & Oversight team at one of Canada's largest Investment Fund Managers. Mr. Solomon has been in the financial industry since 1995.
Manmeet Bhatia	Portfolio Manager/Investment Strategist	2010	2018
自傳	Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion.

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