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About Us

Overview

Investment is all about challenging traditional believing and average knowledge. It is in RiskFile's DNA to conquer information edge in a consistent way via technical innovations. As a result, we developed revolutionary models, algorithms and techniques to form a scientific investment decision making platform. Our proprietary Macro inter- market projection model, behavior optimization allocation algorithm and quants valuation system are the three pillars to serve our +60,000 global institutional clients.

Business Structure

RiskFile consists of RiskFile Canada, which serves the North America market, and RiskFile HongKong, which serves the Great China market. The organization and business section are shown as below:

Management - RiskFile Canada

Edward Liu: Chief Investment Officer
Edward Liu provides principal oversight of the company’s investment processes and global research capabilities. Edward maintains the firm’s economic and quantitative models, and ensures the production of timely and robust research on a wide variety of sectors, industries, and individual companies, as well as the broader macro-economic environment.

He is a registered portfolio manager with BC Security Commission and works as a portfolio manager with Barlow Capital Partners Company, an investment management boutique based in Victoria, overseeing its TrueBalance Portfolio and Long-short Global Equity Portfolio.

Edward has 12 years of financial analysis experience doing quantitative modeling and directional correlation analysis.  He holds the Chartered Financial Analyst designation and has an MA in Economics from Peking University.  

Management - RiskFile HongKong

Dennis Yim: Managing Director
Over 12 years of experience in equity quantitative analysis and financial systems in major financial firms in Canada and held senior position of product management in Thomson Reuters. Dennis holds CIM designation and is a qualified portfolio manager in Canada.

Katherine Leung: Business Development Director (Hong Kong)
Over 7 years of banking experience including reputable investment bank UBS, HSBC.