Personal Biography


Sarah Lu, CFA, FRM


Sarah Lu, CFA, FRM


Senior Portfolio Manager, Asset Allocation Team, Asia

Career Start Date


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