Profile
Mr. Fan Bai, CFA, is a Quantitative Analyst at Ativo Capital Management LLC.
He joined Ativo in 2018.
He is responsible for conducting research related to portfolio optimization, risk management and portfolio implementation, as well as providing analytical support to the investment and research team to enhance existing the research framework.
Prior to joining Ativo, he was a Vice President at MSCI and responsible for assisting institutional asset management clients with portfolio construction and risk management needs.
He graduated with distinction from University of Toronto with a bachelor’s degree in Commerce as well as a master’s degree in Financial Economics.
He is a CFA charterholder, a CAIA charterholder, and Certified FRM.
Former positions of Fan Bai
| Companies | Position | End |
|---|---|---|
Ativo Capital Management LLC
 Ativo Capital Management LLC Investment ManagersFinance Ativo Capital Management LLC (Ativo) is a SEC-registered investment adviser headquartered in Chicago, Illinois. Formerly known as Callard Asset Management LLC, the firm was founded by Ricardo Bekin in 2001 and is a direct subsidiary of Ativo Holdings LLC. Ativo offers a variety of long-only equity strategies to individual and institutional clients as separately managed accounts. | Analyst-Equity | 31/10/2022 |
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| Private companies | 1 |
|---|---|
Ativo Capital Management LLC
Ativo Capital Management LLC Investment ManagersFinance Ativo Capital Management LLC (Ativo) is a SEC-registered investment adviser headquartered in Chicago, Illinois. Formerly known as Callard Asset Management LLC, the firm was founded by Ricardo Bekin in 2001 and is a direct subsidiary of Ativo Holdings LLC. Ativo offers a variety of long-only equity strategies to individual and institutional clients as separately managed accounts. | Finance |
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