قم بالتسجيل لخلق تنبيهات للأدوات الاستثمارية
الأحداث الاقتصادية والمحتوى الخاص بالمؤلفين الذين تتابعهم
تسجيل مجاني هل تملك حساب؟ تسجيل الدخول
اسعار
جميع أنواع الأدوات
- جميع أنواع الأدوات
- مؤشرات
- الأسهم
- الصناديق
- أموال
- سلع
- عملات
- العملات الرقمية
- سندات
- شهادات
برجاء استخدام كلمات أخرى للبحث
(0P0000P0K3) NEI Select Growth & Income RS Portfolio A
إضافة إلى/حذف من محفظة
أضف محفظة
13.626
-0.030
-0.20%
- تقييم وكالة (مورننغستار):
- المجموع: 1.02B
Meritas Growth and Income Portfolio Series A
13.626
-0.030
-0.20%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - 0P0000P0K3
تجد في هذه الصفحة تعريفًا تفصيليًا لـ NEI Select Growth & Income RS Portfolio A. تعرف على أهم أعضاء الكادر الإداري لـ0P0000P0K3 وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
P.O. Box 26
Toronto,ON M5C 2W7
Canada
Toronto,ON M5C 2W7
Canada
الهاتف
888-809-3333
الفاكس
888 809 4444
الموقع الإلكتروني
www.neiinvestments.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Judith Chan | Director | 2022 | الآن |
| السيرة الذاتية | Judith Chan, Vice President and Head of Multi-Asset Portfolios joined NEI Investments in 2022 and is responsible for leading the design, construction, and oversight of NEI’s multi-manager, and multi-asset portfolios. Judith has over 15 years of investment industry experience. Prior to joining NEI, she managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder. | ||
| John Bai | - | 2021 | الآن |
| السيرة الذاتية | John Bai, Senior Vice President and Chief Investment Officer, joined NEI Investments in 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence. John brings more than 25 years of investment industry experience. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder. | ||
| Will Benton | Portfolio Manager | 2018 | الآن |
| السيرة الذاتية | Will Benton, Vice President and Portfolio Manager, joined Aviso Wealth in 2013 as part of NEI Investments. He is responsible for sub-advisor selection as well as their integration into the asset allocation process. Will is also a voting member of the NEI Asset Allocation Committee. Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation. | ||
| Rafal Wojtal | - | 2021 | 2021 |
| السيرة الذاتية | Rafal Wojtal joined Aviso Wealth in 2017 as part of NEI Investments. As a Portfolio Manager on the Asset Allocation & Investment Strategy team he contributes to portfolio construction, asset allocation decisions and trading across all of NEI’s multi-asset solutions. Mr. Wojtal’s responsibilities also include research and development of quantitative models which inform the team’s strategic and tactical investment views. Prior to Aviso, Mr. Wojtal was an associate analyst at a Toronto-based mutual fund company specializing in global macro investing. Mr. Wojtal received a Bachelor of Science in Economics from the University of Windsor and a Master of Arts in Economics from the University of Western, Ontario. Mr. Wojtal holds the Chartered Financial Analyst designation and is registered as an Advising Representative with the Canadian Securities Administrators. | ||
| Yufei Man | - | 2018 | 2021 |
| السيرة الذاتية | Yufei Man is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2013. Previously, he was an Associate at Orchard Asset Management. Mr. Man has been in the financial industry since 2011. | ||
| Jeremy Peng | Portfolio Manager | 2018 | 2019 |
| السيرة الذاتية | Jeremy Peng is a portfolio manager and a member of the NEI Asset Allocation Committee. He joined NEI Investments in 2012. Previously, he was a portfolio manager at HSBC Global Asset Management and prior to that, he was a pension consultant associate at Mercer and at Russell Investments. Mr. Peng has been in the financial industry since 2006. | ||
| Daniel Solomon | Portfolio Manager | 2018 | 2019 |
| السيرة الذاتية | Daniel Solomon is Chief Investment Officer, portfolio manager, and head of the NEI Asset Allocation Committee. He joined NEI Investments in 2011. Before joining NEI, he led the Investment Fund Research team at BMO Nesbitt Burns as VP & Managing Director, and was a member of the Private Client Division's Investment Strategic Committee. Previously, he was responsible for the Manager Research & Oversight team at one of Canada's largest Investment Fund Managers. Mr. Solomon has been in the financial industry since 1995. | ||
| Manmeet Bhatia | Portfolio Manager/Investment Strategist | 2010 | 2018 |
| السيرة الذاتية | Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion. | ||
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