Profil
Mr. Jonathan K.
Chew, CFA, is a Portfolio Manager at CI Investments, Inc. He has more than five years of investment experience, with a focus on analysis, research, trading and portfolio management on rates of developed nations.
He is responsible for managing Canadian and U.S.
money market funds, short-term bond fund and core Canadian bond mandates.
Mr. Chew was previously employed as a Business Analyst by Blackmont Capital, Inc. He also worked at Assante Wealth Management.
He received his BA degree in Economics from the University of Toronto.
Anciens postes connus de Jonathan Kian Boon Chew
| Sociétés | Poste | Fin |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Corporate Officer/Principal | 31/12/2010 |
Blackmont Capital, Inc.
Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | Corporate Officer/Principal | - |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Portfolio Manager-Fixed Income | - |
Formation de Jonathan Kian Boon Chew
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Finance |
Blackmont Capital, Inc.
Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















