Jeffrey Kan, CFA a managing director, senior portfolio manager for asset allocation within the Multi-Asset Solutions Team (MAST) at Manulife Investment Management (MIM). MAST is tasked with the delivery of cross-asset class investment solutions that include pension and retirement solutions, risk management- and outcome-oriented solutions, and multi-manager portfolios including both public and private assets. Solutions may be absolute return, peer- or benchmark-relative and are delivered in many formats including mutual fund (including fund-of-fund), pooled, segregated and customized.
MAST designs bespoke solutions on behalf of retail and institutional clients around the world and includes Asset Allocation, Liability-Driven Investing, Liquid Alternative, Beta Management and OCIO / Fiduciary Solutions for pension plans. Asset solutions include target risk, target date and a wide array of strategic, tactical and absolute return multi-asset class portfolios that are highly customizable depending on client objectives.
Before joining MIM, Jeffrey spent thirteen years with Schroder Investment Management in Hong Kong as a Multi Asset portfolio manager. He was responsible for the management of fixed income and multi asset portfolios across benchmark relative and absolute return mandates. Prior to that, he was at HSBC Investments (Hong Kong) and his investment career commenced in 2004 with Phillips, Hager & North Investment Management in Canada.
Jeffrey is a CFA Charterholder, and holds a Bachelor of Commerce, major in Finance and Management Information Systems, and a Postgrad Diploma in Accounting from the University of British Columbia, Canada.
鄞子翔為宏利投資管理多元資產團隊（MAST）的亞洲區資產配置執行總監兼高級組合經理。MAST負責提供跨資產類別投資方案，包括退休金與退休方案、風險管理與結果為本方案，以及涵蓋上市與私募資產的多元化經理投資組合方案。上述投資方案可能追求絕對回報，也可能以相對同類型方案或基準的表現為基礎，並具有多種不同結構形式，包括互惠基金形式（包含組合基金）、匯集形式、單獨資產形式及訂製化形式等。
MAST為環球個人及機構客戶設計專設投資方案，包括資產配置、債務主導投資、流動另類資產、貝他管理及退休金計劃的外包投資管理／信託方案。資產方案在很大程度上依據客戶目標設立，涵蓋目標風險、目標日期，以及一系列策略性、戰術性和追求絕對回報的多元化資產類別投資組合。
在加盟宏利投資管理前，鄞先生在港任職施羅德投資管理13年，擔任多元資產組合經理，並負責管理固定收益和多元資產投資組合，評估組合的絕對及相對於投資基準的表現。此前，鄞先生曾任職於滙豐投資管理（香港），以及於 2004 年在加拿大 Phillips, Hager & North投資管理展開其投資生涯。
鄞先生為特許財務分析師，持有加拿大英屬哥倫比亞大學商學學士，主修金融和管理資訊系統，亦持有該院校的會計深造文憑。