U-Wen Kok
Head-Equity Investments chez Victory Capital Management, Inc. (Investment Management)
Profil
Ms. U-Wen Kok, CFA, is a Chief Investment Officer at Victory Capital Management, Inc. (Investment Management).
She oversees the management of RS Global's strategies and manages a team of investment professionals.
RS Global is part of RS Investments, a Victory Capital investment franchise.
Ms. Kok has over 30 years of investment experience.
Prior to joining RS Investments in 2013, she served in a variety of portfolio analyst and manager roles at Ontario Teachers’ Pension Plan, Barclays Global Investors, and RBC Global Asset Management.
Over this time, she was responsible for helping launch and manage U.S.
and non-U.S.
equity products for these institutions.
Ms. Kok holds a B.A.
in economics and political science from the University of Toronto.
She is a CFA charter holder.
Postes actifs de U-Wen Kok
| Sociétés | Poste | Début |
|---|---|---|
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Head-Equity Investments | 01/07/2016 |
Anciens postes connus de U-Wen Kok
| Sociétés | Poste | Fin |
|---|---|---|
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | 01/07/2016 |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RGAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSE, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds. | Corporate Officer/Principal | 31/10/2012 |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Corporate Officer/Principal | 31/05/2010 |
| Barclays Global Investors NA | Corporate Officer/Principal | 31/07/2008 |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 30/09/2001 |
Formation de U-Wen Kok
| University of Toronto | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Finance |
RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RGAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSE, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
| Barclays Global Investors NA | Finance |
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
| Burns Fry Ltd. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
