Profil
Ms. Cleo Chang is a Chief Investment Solutions Officer & Senior Vice President at American Century Investment Management, Inc. She is the firm's most senior investment management executive responsible for setting the strategic direction of American Century Investments' alternative investments and exchanged traded fund initiatives.
Specifically, she helps develop competitive and forward-looking proprietary and third party subadvised investment solutions.
She also oversees the firm's investment communications and client portfolio management teams.
She is a member of American Century Investments' Management Committee, a senior leadership team responsible for establishing and executing strategic priorities.
Prior to joining American Century, Ms. Chang was chief investment officer and managing director with Wilshire Funds Management.
As CIO, she oversaw all investment-related functions, including manager research, portfolio management and investment research for both traditional and alternative asset classes.
Previously, she was the head of investment research, responsible for creating investment solutions and asset allocation frameworks.
Earlier in her career, she served as manager of investments with Harris myCFO Investment Advisory Services, a subsidiary of Bank of Montreal.
She earned her BA in economics from the University of California, Berkeley and an MS in mathematical finance from the University of Southern California.
She also holds an MBA with a concentration in finance from the Marshall School of Business, University of Southern California.
Postes actifs de Cleo Chang
| Sociétés | Poste | Début |
|---|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Head-Equity Investments | 18/05/2015 |
Anciens postes connus de Cleo Chang
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Gestionnaire de Portefeuille-Actions | - |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Provides integrated financial services | Corporate Officer/Principal | - |
Formation de Cleo Chang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Provides integrated financial services | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
USC Marshall School of Business
USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















