Judith Chan

Judith Chan

Head-Equity Investments at Northwest & Ethical Investments LP

Finance
Consumer Services

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

CompaniesPositionStart
Head-Equity Investments 31/05/2022
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Former positions of Judith Chan

CompaniesPositionEnd
Portfolio Manager-Equities 30/11/2021
Corporate Officer/Principal 29/05/2001
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Training of Judith Chan

Simon Fraser University Undergraduate Degree

Experiences
Positions held

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Connections

100 +

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4

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Linked companies

Private companies3

Finance

Finance

Finance

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