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Profil
Joseph Chee Kern Wong formerly worked at DWS Investment Management Americas, Inc., as Director & Portfolio Manager in 2010, ATB Investment Management, Inc., as Managing Director from 2021 to 2025, BlackRock Fund Advisors, as Portfolio Consultant Lead, QS Investors LLC, as Portfolio Manager in 2011, and Macquarie Bank Ltd. (South Korea), as Quantitative Analyst in 1996.
Mr. Wong received his graduate degree in 1995 from The University of New South Wales and undergraduate degree in 1991 from Macquarie University.
Anciens postes connus de Joseph Chee Kern Wong
| Sociétés | Poste | Fin |
|---|---|---|
ATB Investment Management, Inc.
 ATB Investment Management, Inc. Investment ManagersFinance ATBIM manages the Compass Portfolio Series and ATBIS Pool Funds, a comprehensive series of strategic asset allocation models designed to meet investors' unique investment objectives and risk tolerances. A mix of asset classes within pre-determined ranges are maintained through regular rebalancing which serves to preserve the performance characteristics of the portfolio and meet investors' objectives within their time horizons and risk tolerances. The portfolio invests in multiple asset classes including stocks, bonds, near cash or money market instruments such as Treasury Bills, and in alternative investments including income trusts. | Gestionnaire de Portefeuille-Actions | 03/02/2025 |
QS Investors LLC
 QS Investors LLC Investment ManagersFinance QSI’s portfolio construction process incorporates multiple levels of risk control. The firm optimizes portfolios using a multifactor risk model. All trades are reviewed by at least two portfolio managers for risk control purposes before they are released for execution. | Corporate Officer/Principal | 01/03/2011 |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Corporate Officer/Principal | 01/07/2010 |
Macquarie Bank Ltd. (South Korea)
 Macquarie Bank Ltd. (South Korea) Regional BanksFinance Provides banking services | Corporate Officer/Principal | 01/07/1996 |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BFA uses various investment strategies and methods of analysis implemented by BlackRock’s Investment Group. The firm utilizes fixed-income strategies that are actively managed, model or index based. Their equity platform includes a broad range of products that vary according to investment style, market-cap, and geography. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing. They also have Multi-Asset and Index mandates. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joseph Chee Kern Wong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
The University of New South Wales
 The University of New South Wales Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Macquarie University
 Macquarie University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ATB Investment Management, Inc.
ATB Investment Management, Inc. Investment ManagersFinance ATBIM manages the Compass Portfolio Series and ATBIS Pool Funds, a comprehensive series of strategic asset allocation models designed to meet investors' unique investment objectives and risk tolerances. A mix of asset classes within pre-determined ranges are maintained through regular rebalancing which serves to preserve the performance characteristics of the portfolio and meet investors' objectives within their time horizons and risk tolerances. The portfolio invests in multiple asset classes including stocks, bonds, near cash or money market instruments such as Treasury Bills, and in alternative investments including income trusts. | Finance |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BFA uses various investment strategies and methods of analysis implemented by BlackRock’s Investment Group. The firm utilizes fixed-income strategies that are actively managed, model or index based. Their equity platform includes a broad range of products that vary according to investment style, market-cap, and geography. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing. They also have Multi-Asset and Index mandates. | Finance |
QS Investors LLC
QS Investors LLC Investment ManagersFinance QSI’s portfolio construction process incorporates multiple levels of risk control. The firm optimizes portfolios using a multifactor risk model. All trades are reviewed by at least two portfolio managers for risk control purposes before they are released for execution. | Finance |
Macquarie Bank Ltd. (South Korea)
Macquarie Bank Ltd. (South Korea) Regional BanksFinance Provides banking services | Finance |
