Philip Cheong, Cfa
About Philip Cheong, Cfa
Philip Cheong is an Associate Portfolio Manager at Russell Investments in Sydney, Australia, where he designs strategic asset allocations and develops new investment strategies for diversified funds. He has a background in Finance and Accounting from the University of Melbourne and has been involved in managing A$14 billion for Asia-Pacific clients since 2021.
Work at Russell Investments
Philip Cheong serves as an Associate Portfolio Manager at Russell Investments, a position he has held since 2021. In this role, he is responsible for designing strategic asset allocations for diversified funds, real return funds, and customized separate account mandates. He plays a key role in developing and launching new investment strategies, as well as restructuring existing portfolios to align with business objectives. Cheong is also involved in tactical asset allocation, utilizing futures, options, and FX forwards to enhance returns and mitigate risks. His work contributes to the management of A$14 billion for Asia-Pacific institutional and retail clients.
Education and Expertise
Philip Cheong studied at the University of Melbourne, where he earned a Bachelor of Commerce (BCom) degree from 2006 to 2009. His academic focus included Finance and Accounting, providing him with a solid foundation for his career in investment management. This educational background supports his expertise in designing asset allocations and developing investment strategies.
Background
Philip Cheong has a background in finance and investment management, with a specific focus on portfolio management. He collaborates with manager research specialists to select investment managers across various asset classes, including equity, debt, property, and infrastructure. His role requires a comprehensive understanding of market dynamics and investment strategies to effectively manage client portfolios.
Achievements
In his role at Russell Investments, Philip Cheong has contributed to the management of A$14 billion in assets for institutional and retail clients across the Asia-Pacific region. His responsibilities include designing strategic asset allocations and developing new investment strategies, which are critical to meeting the business objectives of the firm and its clients.