Profile
Mr. William Wang joined United Funds Management in February 2007.
Before this, Mr. Wang spent over five years employed as Senior Investment Analyst with Mercer Investment Consulting in Auckland, New Zealand.
While employed with Mercer, he provided investment advice to a range of institutional clients including superannuation schemes.
He was also directly involved with Mercer's master trust operations.
Mr. Wang has an MBA from Melbourne University and is a CFA Charterholder.
Former positions of William Wang
| Companies | Position | End |
|---|---|---|
| A1 INVE | Director/Board Member | 2008-10-13 |
United Funds Management Ltd.
United Funds Management Ltd. Investment ManagersFinance United is an active multi-manager which provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class, aiming to provide above median performance at below median risk. The firm's in-house Investment Team determines strategic and tactical asset allocation against predetermined benchmarks and selects fund managers based on their investment style and process, consistency in applying their investment style and process, proficiency and experience of their investment team, past performance, potential to add value over the long-term and their risk/management controls. United selects investment managers with complementary styles for each asset class to reduce style or capitalization bias. For each of their diversified funds, they employ a passive asset allocation approach based on the relevant average asset allocation of the respective universe, focusing on stock selection as the key source of out-performance. | Analyst-Equity | - |
Training of William Wang
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 | 3 |
|---|---|
University of Melbourne
University of Melbourne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Funds Management Ltd.
United Funds Management Ltd. Investment ManagersFinance United is an active multi-manager which provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class, aiming to provide above median performance at below median risk. The firm's in-house Investment Team determines strategic and tactical asset allocation against predetermined benchmarks and selects fund managers based on their investment style and process, consistency in applying their investment style and process, proficiency and experience of their investment team, past performance, potential to add value over the long-term and their risk/management controls. United selects investment managers with complementary styles for each asset class to reduce style or capitalization bias. For each of their diversified funds, they employ a passive asset allocation approach based on the relevant average asset allocation of the respective universe, focusing on stock selection as the key source of out-performance. | Finance |
A1 Investments & Resources Ltd.
A1 Investments & Resources Ltd. Agricultural Commodities/MillingProcess Industries Engages in business of ocean fishing | Process Industries |
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