![Lu Ying Wei](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lu Ying Wei
Gestionnaire de Portefeuille-Actions chez
JPMorgan Investment Management, Inc.
Profil
Dr. Lu Ying Wei is an Executive Director at JPMorgan Investment Management, Inc. She conducts strategic and tactical quantitative research on asset allocation products and manager due diligence for the funds.
Dr. Wei is a member of the Investor Funds Asset Allocation Forum.
Prior to joining the firm, she held research assistant positions in the Sociology Department, the School of Public Policy and Management and the Center for Human Resources Research.
Dr. Wei was a Data Analyst for the National Education Computing Center, State Educational Department in Beijing, China.
She earned a B.S.
in Electronic Science and Engineering from Nanjing University, a M.A. in Sociology from Peking University in Beijing and a PhD in Sociology from Ohio State University.
She is a CFA charterholder and a member of The CFA Institute and the CFA Society of Columbus.
Postes actifs de Lu Ying Wei
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Gestionnaire de Portefeuille-Actions | 01/09/2008 |
Anciens postes connus de Lu Ying Wei
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Investment Advisors, Inc.
 JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice | Analyst-Equity | 31/12/2009 |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Analyst-Equity | 18/02/2005 |
Formation de Lu Ying Wei
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Finance |
Peking University
 Peking University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Investment Advisors, Inc.
JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice | Finance |
Nanjing University
 Nanjing University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
