Personal Biography

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Sarah Lu, CFA, FRM

Name

Sarah Lu, CFA, FRM

Position

Senior Portfolio Manager, Asset Allocation Team, Asia

Career Start Date

01-Jan-1994

Sarah oversees the development and investment management of asset allocation solutions for investors across Asia, in addition to leading the development of investment solutions designed to help meet a range of income and total return needs through a blend of strategic and tactical asset allocation. Prior to joining the firm, she worked at AXA Rosenberg Investment Management Asia Pacific, where she spent more than 12 years managing multi-asset portfolios, ultimately as head of tactical asset allocation. Sarah holds the Chartered Financial Analyst and Financial Risk Manager designations.

  • Education: B.S. in Economics from the Chinese University of Hong Kong; M.S. in Finance, University of Strathclyde
  • Joined the company: 2012
  • Began career: 1994