![Terry Yuan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Terry Yuan, CFA, is a Senior Credit Analyst at Pendal Group Ltd. He has industry experience across buy-side and sell-side fixed income, consulting, and accounting roles.
Mr. Yuan previously worked at Antares Fixed Income, where he was a Senior Credit Analyst for 5 years, helping to build their credit and ESG capabilities.
Prior to this, he worked as a Credit Research Analyst at Morgan Stanley for 2 years and as a Senior Research Analyst at Cambridge Associates for 4 years covering fixed income, equities, and asset allocation.
He graduated from UNSW with a Bachelor of Laws and Commerce (High Distinction average).
He is a Chartered Financial Analyst (CFA) charter holder and has been admitted as a solicitor in NSW, Australia.
Terry Yuan active positions
| Companies | Position | Start |
|---|---|---|
Pendal Group Ltd. (Investment Management)
 Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Analyst-Fixed Income | 30/09/2021 |
Former positions of Terry Yuan
| Companies | Position | End |
|---|---|---|
Antares Capital Partners Ltd.
 Antares Capital Partners Ltd. Investment ManagersFinance Antares Capital is a specialist in the active management of Australian equities. Their investment philosophy is based on the belief that the pricing of individual stocks on the Australian share market is at times inefficient. The firm selects stock based on bottom-up, proprietary fundamental research. | Analyst-Fixed Income | 31/08/2021 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
33
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Antares Capital Partners Ltd.
Antares Capital Partners Ltd. Investment ManagersFinance Antares Capital is a specialist in the active management of Australian equities. Their investment philosophy is based on the belief that the pricing of individual stocks on the Australian share market is at times inefficient. The firm selects stock based on bottom-up, proprietary fundamental research. | Finance |
Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Finance |
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