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Profile
Mr. Da Fu Li, CFA, is a Deputy Director of Fixed Income at UBS SDIC Fund Management Co., Ltd. He has over 20 years of experience in the securities industry.
From July 2006 to April 2008, worked as a trader and researcher at the Capital Operations Center of Dongguan Rural Commercial Bank; from April 2008 to September 2012, worked as a trader, researcher, and fund manager at Guotou UBS Fund Management Co., Ltd.; and from September 2012 to September 2016, served as a fund manager at Dacheng Fund Management Co., Ltd. Joined SDIC UBS Fund Management Co., Ltd. in October 2016
He has a Master of Quantitative Economics from Sun Yat-sen University.
He is a Member of the CFA Institute and the Global Association of Risk Professionals (GARP), holding the CFA and FRM certifications.
Da Fu Li active positions
| Companies | Position | Start |
|---|---|---|
UBS SDIC Fund Management Co., Ltd.
 UBS SDIC Fund Management Co., Ltd. Investment ManagersFinance UBS SDIC is a growth-oriented investment manager which focuses on risk control to manage Chinese mutual funds and sub-advise Chinese equity portfolios for the parent group. The firm invests primarily in Chinese equity and fixed-income. They manage a closed-end equity fund as well as bond and balanced open-end funds. UBS SDIC aims to develop innovative products, such as funds comprising two sub-funds, one unlisted with distributed dividends and one traded on the Shenzhen stock exchange with a short lifespan. | Portfolio Manager-Fixed Income | 05/09/2011 |
Former positions of Da Fu Li
| Companies | Position | End |
|---|---|---|
Da Cheng Fund Management Co., Ltd.
 Da Cheng Fund Management Co., Ltd. Investment ManagersFinance DCFM’s investment process includes research, investment decision and portfolio construction, transaction management, risk and performance evaluation and portfolio adjustment according to the nature of the business. The firm utilizes quantitative models to assist with their risk identification and risk monitoring processes. Their investment approach is research-driven and they attach high importance to risk management. | Portfolio Manager-Fixed Income | 23/09/2016 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
70
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Da Cheng Fund Management Co., Ltd.
Da Cheng Fund Management Co., Ltd. Investment ManagersFinance DCFM’s investment process includes research, investment decision and portfolio construction, transaction management, risk and performance evaluation and portfolio adjustment according to the nature of the business. The firm utilizes quantitative models to assist with their risk identification and risk monitoring processes. Their investment approach is research-driven and they attach high importance to risk management. | Finance |
UBS SDIC Fund Management Co., Ltd.
UBS SDIC Fund Management Co., Ltd. Investment ManagersFinance UBS SDIC is a growth-oriented investment manager which focuses on risk control to manage Chinese mutual funds and sub-advise Chinese equity portfolios for the parent group. The firm invests primarily in Chinese equity and fixed-income. They manage a closed-end equity fund as well as bond and balanced open-end funds. UBS SDIC aims to develop innovative products, such as funds comprising two sub-funds, one unlisted with distributed dividends and one traded on the Shenzhen stock exchange with a short lifespan. | Finance |
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