Robert Chen

Robert Chen is Senior Portfolio Manager, Factor Investing & Portfolio Completion. He is responsible for leading the design and implementation of the Public Equity Factor Investing program, including developing new portfolio management tools, leading factor research and managing external and internal factor mandates across Canadian, Emerging and Global markets.

Robert has over 18 years of experience across multiple asset classes and global markets. Before joining IMCO in 2019, Robert was Head of Asset Allocation and Passive Investments at Harvest Global Investments, based in Hong Kong. In that role, Robert led his team to build domestic and global multi-asset solutions and manage offshore exchange-traded funds (ETFs) tracking China A-shares for foreign investors.

Robert was also Head of Asset Allocation Investment and Research Centre, Harvest Fund Management, based in Beijing, focused on the integration of innovative research in big data, machine learning and artificial intelligence (AI) with investments in a practical manner. Previously, Robert held senior Global Tactical Asset Allocation (GTAA) roles at Mellon Capital Management and CPP Investments.

Robert holds a PhD in Finance from The University of Toronto, a Master's degree in Economics from Simon Fraser University and is a CFA Institute Charterholder.

 

 

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