![Alwi Chan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alwi Chan
Head-Fixed Income Invts bei
Equitable Financial Life Insurance Co. (Investment Portfolio)
Profil
Alwi Chan is currently Deputy Chief Investment Officer & SVP at Equitable Financial Life Insurance Co. (Investment Portfolio) since 2012 and Deputy CIO & Senior Vice President at Equitable Investment Management LLC.
Formerly, Mr. Chan was Vice President & Portfolio Manager at Equitable Financial Life Insurance Co. from 2002 to 2012 and Deputy Chief Investment Officer & Senior VP at Equitable Investment Management Group LLC from 1999 to 2026.
Education includes an undergraduate degree from Universitas Trisakti and an MBA from A.B. Freeman School of Business, conferred in 1999.
Aktive Positionen von Alwi Chan
| Unternehmen | Position | Beginn |
|---|---|---|
Equitable Financial Life Insurance Co. (Investment Portfolio)
 Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data. | Head-Fixed Income Invts | 01.06.2012 |
EQUITABLE INVESTMENT MANAGEMENT II, LLC
 EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Alwi Chan
| Unternehmen | Position | Ende |
|---|---|---|
Equitable Investment Management Group LLC
 Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Head-Equity Investments | 01.04.2026 |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Corporate Officer/Principal | 01.05.2012 |
Ausbildung von Alwi Chan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
64
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Equitable Investment Management Group LLC
Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust | Miscellaneous |
Universitas Trisakti
 Universitas Trisakti Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
A.B. Freeman School of Business
 A.B. Freeman School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Equitable Financial Life Insurance Co. (Investment Portfolio)
Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data. | Finance |
EQUITABLE INVESTMENT MANAGEMENT II, LLC
EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results. | Finance |
