Kwun Chung, Cfa Email & Phone Number

Investments professional with over a decade of experience in the financial industry. I specialize portfolio construction and is passionate in developing my skill set and continuous education. CFA Charterholder. Bachelors degree in Commerce from Toronto Metropolitan University (formerly Ryerson University)

Listed skills include Banking, Management, Investments, Time Management, and 23 others.

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  Research Analyst

  Rbc Ph&N Investment Counsel

  Sep 2021 - Present

  - Support the Investment Strategy Team with idea generation for all Investment related activity within the firm - Investment oversight including revamp of portfolio construction guidelines and introducing new products on our product shelf- Member of the RBC PH&N IC Investment Committee, supporting the oversight of the investment platform which consists of proprietary and sub-advisory investment products as well as private market investment solutions-… Show more - Support the Investment Strategy Team with idea generation for all Investment related activity within the firm - Investment oversight including revamp of portfolio construction guidelines and introducing new products on our product shelf- Member of the RBC PH&N IC Investment Committee, supporting the oversight of the investment platform which consists of proprietary and sub-advisory investment products as well as private market investment solutions- Present and provide insight through regional and national calls with Investment Counsellors on portfolio construction best practices- Advocate for firm wide adaptation to risk management by researching and presenting empirical evidence to support existing risk profile and asset allocation guidance- Author to the New Equity Portfolio Construction guidelines that was adopted by the firm in 2022- Collaborate in the creation and presentation of several RBC PH&N IC training/education modules for new and existing employees to bring consistency within a firm’s approach to asset management Show less