Profile
Mr. David Wong, CFA, is a Group Chief Investment Officer, Managing Director & Head of Total Investment Solutions at CIBC Asset Management, Inc. He leads CIBC Asset Management’s Portfolio Solutions, Manager Research and Investment Oversight efforts.
His team’s functions include manager research and selection, portfolio construction, operational research, trading, and risk monitoring.
Prior to joining CIBC Asset Management in July 2011, Mr. Wong spent 13 years at a global investment firm based in New York and Toronto as a Senior Research Analyst, covering a broad spectrum of fixed income strategies on behalf of institutional and retail clients.
Mr. Wong has an Honours Bachelor of Commerce from McMaster University, is a CFA Charterholder and holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals.
David Wong active positions
| Companies | Position | Start |
|---|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Chief Investment Officer | 01/05/2023 |
Former positions of David Wong
| Companies | Position | End |
|---|---|---|
Russell Investments Canada Ltd.
Russell Investments Canada Ltd. Investment ManagersFinance Russell Investments Canada employs a multi-asset, multi-manager investment approach that is backed by intensive research and expert asset allocation. The firm employs an investment approach that invests in a globally diverse mix of asset classes and styles in a single investment portfolio. Portfolios may combine traditional securities, such as equities and bonds, with non-traditional alternative investments. Based on the client's investment objectives, the firm takes an open-architecture approach, which is not limited to finding all the components of a portfolio in-house. Rather, through a top-tier research process, they build portfolios from what they believe are the best strategies, the best managers and the best investment opportunities from around the world. | Analyst-Equity | 31/03/2008 |
Training of David Wong
Experiences
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Linked companies
| Private companies | 3 |
|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Finance |
McMaster University
McMaster University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Russell Investments Canada Ltd.
Russell Investments Canada Ltd. Investment ManagersFinance Russell Investments Canada employs a multi-asset, multi-manager investment approach that is backed by intensive research and expert asset allocation. The firm employs an investment approach that invests in a globally diverse mix of asset classes and styles in a single investment portfolio. Portfolios may combine traditional securities, such as equities and bonds, with non-traditional alternative investments. Based on the client's investment objectives, the firm takes an open-architecture approach, which is not limited to finding all the components of a portfolio in-house. Rather, through a top-tier research process, they build portfolios from what they believe are the best strategies, the best managers and the best investment opportunities from around the world. | Finance |
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