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Jack Lee, CFA

Portfolio Manager at Schroders


 

Background

Jack Lee, CFA, is the Head of China A-Share Research at Schroders and is the portfolio manager to Hartford Schroders China A Fund. He joined Schroders in 2012.

Prior to joining Schroders, Jack was the Head of Global Investment at Huatai-Pinebridge Fund Management from 2009 to 2012, where he was responsible for QFII & QDII investments. Prior to that, he was a Portfolio Manager at Abu Dhabi Investment Authority from 2007 to 2009, which involved management of Hong Kong, China and China A-share QFII portfolios. Earlier, Jack was a Central Dealer and Senior Investment Analyst at AIG Global Investment Corp (Asia) (from 1999 to 2004), before transferring over to AIG-Huatai Fund Management as an Investment Manager (from 2004 to 2007). Jack’s investment career began in 1998 at Tai Fook Securities.

Jack received his BA in Business Administration (Accounting) from Chinese University of Hong Kong and is a CFA Charterholder.

Experience

Professional experience since 1998

Schroders
2012-present

Huatai-Pinebridge Fund Management
2009-2012

Abu Dhabi Investment Authority
2007-2009

AIG-Huatai Fund Management
2004-2007

AIG Global Investment Corp (Asia)
1999-2004

Tai Fook Securities
1998-1999

Education

BA, Chinese University of Hong Kong

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