Lei Wan
Analyst-Equity at Highstreet Asset Management, Inc.
Profile
Mr. Lei Wan, CFA, is a Portfolio Manager at AGF Investments, Inc. and a Co-Portfolio Manager at Highstreet Asset Management, Inc. He is responsible for contributing to the development and enhancement of the team’s quantitative investment strategies with a focus on the Quantitive Team’s factor-based ESG capabilities.
He has over nine years of quantitative investment experience.
Prior to taking on this role Lei was a Senior Analyst, Research.
He previously worked for an international leading provider of factor indices and multifactor risk models based in Toronto.
He earned a Bachelor of Mathematics and Finance in 2010 from the University of Alberta, a Master of Quantitative Finance in 2012 from the University of Waterloo.
Lei Wan active positions
Companies | Position | Start |
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Highstreet Asset Management, Inc.
Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Analyst-Equity | 31/12/2014 |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Portfolio Manager-Equities | 30/06/2015 |
Training of Lei Wan
University of Alberta | Undergraduate Degree |
The University of Waterloo | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Highstreet Asset Management, Inc.
Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Finance |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Finance |
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