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.
