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Shaun Cai, CFA

Shaun Cai, CFA

Portfolio Manager in Liability Driven Investment

Followers of Shaun Cai, CFA395 followers
location of Shaun Cai, CFABeijing, China

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  • Timeline

  • About me

    President at China Post & Capital Global Asset Management Limited

  • Education

    • London School of Economics and Political Science

      2004 - 2005
      Master of Science (MSc) Operational Research Merit

    • University of Nottingham

      2001 - 2004
      Bachelor of Science (BSc) International Economics 2.1

  • Experience

    • BlackRock

      Jun 2006 - Sept 2012
      Portfolio Manager in Liability Driven Investment

    • Harvest Fund Management

      Oct 2012 - Sept 2014
      Vice President in Product Managment

      Responsible for design and management of overseas investment mutual funds (QDII), onshore equity and fixed income funds. Acted as the product designer & specialist for Harvest Emerging Market Split Capital Bond Fund, the first innovative split capital overseas investment fund in China. Designed China's first equity fund that focuses on global internet sector - Harvest Global Internet Equity Fund, this includes creation of bespoke investment benchmark and model portfolio, running back-test of the portfolio based on investment strategies summarized by portfolio manager, Show less

    • China Post & Capital Fund Management Co., Ltd

      Sept 2014 - Sept 2015
      Director of International Business

      Director, Head of International Business, overseeing the firm's QFll-advisory business, foreign bank fund distribution business and the creation of its offshore investment management subsidiary.

    • China Post Global

      Sept 2015 - now
      President

      President, Executive Director and Responsible Officer (RO) of China Post Global, a Hong Kong and London domiciled joint venture asset management company between China Post & Capital Fund Management Co., Ltd and RQSI. The company currently holds Hong Kong SFC Types 1 (dealing in securities), type 4 (advising on securities) , type 9 (asset management) regulated activities and UK FCA regulated asset management license.

  • Licenses & Certifications

    • Chartered Financial Analyst chartholder