He joined from MLC Asset Management, where he was a senior investment analyst, responsible for monitoring and rebalancing multi-asset portfolios.
Prior to MLC, he was a portfolio management analyst at Dimensional Fund Advisors Australia, where he was involved in company and portfolio analysis, cash flows management, and various research, development and reporting projects.
Chen would report to head of technology, Andrew McGregor, responsible for data capture, processing and maintenance, as well as database development, analytics and data engineering.
He joined from PwC Australia where he was a senior software engineer focused on designing, developing and implementing data-driven ways to automate auditing and accounting processes.
5 lessons for ASX share investors from financial year 2021
5 lessons for ASX share investors from financial year 2021
We saw a decade of economic, political, social and financial action crammed into just 12 months. So what should stock fans make of it all?
Senior journalist at The Motley Fool
Tony Yoo is a senior journalist at The Motley Fool Australia. He formerly wrote for Yahoo Finance, Business Insider and Guardian Australia. Please send story tips to tony.yoo(at)foolcontractors.com. Tony s stock holdings are here.
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A madcap 2021 financial year is now done and dusted.
Then in November came the news that the first vaccines were nearing approval and Americans voted in the US elections.
Ask A Fund Manager
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Redpoint chief executive Max Cappetta tells how quantitative investing saves choosing between growth or value.
The Motley Fool: What’s your fund’s philosophy?
Max Cappetta: The name of the fund is the Generation Life Tax Aware Australian Share Fund. Redpoint, we are the underlying manager to that strategy.
It is a strategy run specifically and exclusively for
Generation Life as part of their investment bond offering. It’s a 30% tax-paid investment structure that if investors hold for up to 10 years, then the proceeds of that investment are tax-free in their hands and there’s no annual distributions. So there’s no taxable income events throughout the period that you’re invested in the bond.
Redpoint secures JANA responsible mandate investordaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investordaily.com.au Daily Mail and Mail on Sunday newspapers.