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.
Ms. Chan was previously employed as a Portfolio Manager by 1832 Asset Management LP and an Associate Analyst by Merrill Lynch (Asia Pacific) Ltd. She has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.

Judith Chan active positions

Companies	Position	Start
Northwest & Ethical Investments LP Northwest & Ethical Investments LP Investment ManagersFinance NEI’s diverse lineup of investment solutions seeks to achieve above average returns for their investors while reducing risks.	Head-Equity Investments	01/06/2022

All active positions of Judith Chan

Former positions of Judith Chan

Companies	Position	End
1832 Asset Management LP 1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time.	Portfolio Manager-Equities	01/06/2022
Merrill Lynch (Asia Pacific) Ltd. Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Profile unavailable.	Corporate Officer/Principal	30/05/2001

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Private companies	4
1832 Asset Management LP 1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time.	Finance
Simon Fraser University Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch (Asia Pacific) Ltd. Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Profile unavailable.	Finance
Northwest & Ethical Investments LP Northwest & Ethical Investments LP Investment ManagersFinance NEI’s diverse lineup of investment solutions seeks to achieve above average returns for their investors while reducing risks.	Finance