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Perfil
Mr. Terry Yuan, CFA, is a Senior Credit Analyst at Pendal Group Ltd. He has industry experience across buy-side and sell-side fixed income, consulting, and accounting roles.
Mr. Yuan previously worked at Antares Fixed Income, where he was a Senior Credit Analyst for 5 years, helping to build their credit and ESG capabilities.
Prior to this, he worked as a Credit Research Analyst at Morgan Stanley for 2 years and as a Senior Research Analyst at Cambridge Associates for 4 years covering fixed income, equities, and asset allocation.
He graduated from UNSW with a Bachelor of Laws and Commerce (High Distinction average).
He is a Chartered Financial Analyst (CFA) charter holder and has been admitted as a solicitor in NSW, Australia.
Cargos activos de Terry Yuan
| Empresas | Cargo | Inicio |
|---|---|---|
Pendal Group Ltd. (Investment Management)
 Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Analista-Renta Fija | 01/10/2021 |
Antiguos cargos conocidos de Terry Yuan.
| Empresas | Cargo | Fin |
|---|---|---|
Antares Capital Partners Ltd.
 Antares Capital Partners Ltd. Investment ManagersFinance Antares Capital is a specialist in the active management of Australian equities. Their investment philosophy is based on the belief that the pricing of individual stocks on the Australian share market is at times inefficient. The firm selects stock based on bottom-up, proprietary fundamental research. | Analista-Renta Fija | 01/09/2021 |
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33
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2
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| Empresas privadas | 2 |
|---|---|
Antares Capital Partners Ltd.
Antares Capital Partners Ltd. Investment ManagersFinance Antares Capital is a specialist in the active management of Australian equities. Their investment philosophy is based on the belief that the pricing of individual stocks on the Australian share market is at times inefficient. The firm selects stock based on bottom-up, proprietary fundamental research. | Finance |
Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Finance |
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