Judith Chan
Head-Equity Investments at Northwest & Ethical Investments LP
Profile
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.
She has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.
Judith Chan active positions
Companies | Position | Start |
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Northwest & Ethical Investments LP
Northwest & Ethical Investments LP Investment ManagersFinance Founded in 2007, Northwest & Ethical Investments LP (NEI) is an investment advisor located in Toronto. The firm was founded as the result of a joint venture between Desjardins and the Credit Unions, merging Northwest Mutual Funds Inc. and The Ethical Funds Company. NEI is owned 50 per cent by the Provincial Credit Union Centrals and 50% per cent by Desjardins Group. NEI offers a range of conventional and corporate class funds from Northwest Funds and sustainable investing funds family from Ethical Funds. NEI also offers proprietary packaged solutions for Credential Financial Inc. | Head-Equity Investments | 2022-05-31 |
Former positions of Judith Chan
Companies | Position | End |
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1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Portfolio Manager-Equities | 2021-11-30 |
Merrill Lynch (Asia Pacific) Ltd.
Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services. | Corporate Officer/Principal | 2001-05-29 |
Training of Judith Chan
Simon Fraser University | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 3 |
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1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Finance |
Merrill Lynch (Asia Pacific) Ltd.
Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services. | Finance |
Northwest & Ethical Investments LP
Northwest & Ethical Investments LP Investment ManagersFinance Founded in 2007, Northwest & Ethical Investments LP (NEI) is an investment advisor located in Toronto. The firm was founded as the result of a joint venture between Desjardins and the Credit Unions, merging Northwest Mutual Funds Inc. and The Ethical Funds Company. NEI is owned 50 per cent by the Provincial Credit Union Centrals and 50% per cent by Desjardins Group. NEI offers a range of conventional and corporate class funds from Northwest Funds and sustainable investing funds family from Ethical Funds. NEI also offers proprietary packaged solutions for Credential Financial Inc. | Finance |
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