Alwi Chan

Head-Fixed Income Invts at

Equitable Financial Life Insurance Co. (Investment Portfolio)

Finance

Consumer Services

Miscellaneous

Profile

Alwi Chan is currently Deputy Chief Investment Officer & SVP at Equitable Financial Life Insurance Co. (Investment Portfolio) since 2012 and Deputy CIO & Senior Vice President at Equitable Investment Management LLC.
Formerly, Mr. Chan was Vice President & Portfolio Manager at Equitable Financial Life Insurance Co. from 2002 to 2012 and Deputy Chief Investment Officer & Senior VP at Equitable Investment Management Group LLC from 1999 to 2026.
Education includes an undergraduate degree from Universitas Trisakti and an MBA from A.B. Freeman School of Business, conferred in 1999.

Alwi Chan active positions

Companies	Position	Start
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	31/05/2012
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.	Portfolio Manager-Equities	-

All active positions of Alwi Chan

Former positions of Alwi Chan

Companies	Position	End
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	31/03/2026
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust	Corporate Officer/Principal	30/04/2012

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Training of Alwi Chan

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Linked companies

Private companies	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

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