Profiel
Mr. Alwi Chan, CFA MBA, is a Deputy Chief Investment Officer & Senior Vice President at Equitable Financial Life Insurance Co., a Deputy Chief Investment Officer & Senior Vice President at Equitable Investment Management Group LLC and a Deputy Chief Investment Officer & Senior Vice President at Equitable Investment Management LLC.
Mr. Chan was previously employed as a Vice President & Portfolio Manager by AXA Equitable Life Insurance Co.
He received his undergraduate degree from Universitas Trisakti and an MBA from A.B. Freeman School of Business.
Actieve functies van Alwi Chan
| Bedrijven | Functie | Begin |
|---|---|---|
Equitable Investment Management Group LLC
Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Head-Equity Investments | 01-06-1999 |
Equitable Financial Life Insurance Co. (Investment Portfolio)
Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data. | Head-Fixed Income Invts | 01-06-2012 |
EQUITABLE INVESTMENT MANAGEMENT II, LLC
EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Alwi Chan
| Bedrijven | Functie | Einde |
|---|---|---|
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Corporate Officer/Principal | 01-05-2012 |
Opleiding van Alwi Chan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Equitable Investment Management Group LLC
Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Miscellaneous |
Universitas Trisakti
Universitas Trisakti Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
A.B. Freeman School of Business
A.B. Freeman School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equitable Financial Life Insurance Co. (Investment Portfolio)
Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data. | Finance |
EQUITABLE INVESTMENT MANAGEMENT II, LLC
EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results. | Finance |
















