Profile
Ms. Carolyn Kwan, CFA, is a Portfolio Manager & Product Specialist of Fixed Income at Connor, Clark & Lunn Investment Management Ltd. She is responsible for macro research and client communications.
She holds a Master of Arts in Economics from the University of Toronto and a Bachelor of Arts in Economics and Mathematics from the University of Waterloo.
She is also a CFA charterholder.
Carolyn Kwan active positions
| Companies | Position | Start |
|---|---|---|
Connor, Clark & Lunn Investment Management Ltd.
Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance CC&L is an active, fundamentals-based manager which aims to achieve positive, risk-adjusted long-term performance relative to client benchmarks. They follow a process that is a disciplined, fundamental bottom-up approach to stock selection combining macro insights, in-house research and evaluation of a company’s management. The firm offers a full range of fixed income, equity, and multi-asset portfolios along with alternative solutions including equity extension, multi- strategy market neutral and portable alpha strategies. | Portfolio Manager-Fixed Income | 2016-03-31 |
Former positions of Carolyn Kwan
| Companies | Position | End |
|---|---|---|
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Economist | - |
Training of Carolyn Kwan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Connor, Clark & Lunn Investment Management Ltd.
Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance CC&L is an active, fundamentals-based manager which aims to achieve positive, risk-adjusted long-term performance relative to client benchmarks. They follow a process that is a disciplined, fundamental bottom-up approach to stock selection combining macro insights, in-house research and evaluation of a company’s management. The firm offers a full range of fixed income, equity, and multi-asset portfolios along with alternative solutions including equity extension, multi- strategy market neutral and portable alpha strategies. | Finance |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Waterloo
The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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