Bruce Chong, Cfa Email and Phone Number

10+ years of experience with an integrated industry perspective spanning asset management and investment consulting, and alternative and conventional asset classes- Advise defined benefit and defined contribution pension plans on topics ranging from setting investment objectives, conducting asset allocation changes, performing investment manager selections, recordkeeper evaluations, and statement of investment policy and procedures (SIPP) reviews.- Developing strategic positioning, analyzing asset managers, and implementing business plans to drive growth and profitability.- Analyzing funds, understanding internal investment processes, portfolios and philosophies, collaborated with investment teams with up to $30 billion in assets under management.- Worked with in-house and external fund managers across Global Direct Real Estate, Liquid Alternatives, Global Equities, Emerging Markets, and Canadian Equity strategies."Know what you own, and know why you own it." - Peter LynchCFA charterholderSpecialties: Investment Process, Philosophy, Portfolio Analytics, Economics, Technical AnalysisSoftware: Bloomberg, Excel, Morningstar Direct, Powerpoint, Word, CapitalIQThe views expressed in all posts are my own. They have not been reviewed or approved by Willis Towers Watson.