Robert Yan, Ph.D., CFA®
VP, Systematic Portfolio Management
AGF Investments Inc.
Robert Yan is Vice-President, Head of Systematic Portfolio Management, responsible for assisting in the development of a scalable systematic approach to portfolio management, and enhancing and standardizing the tools used to manage the firm’s quantitative portfolios.
A CFA® charterholder with a Ph.D. in Computer Science from the University of Western Ontario, Robert leverages his investing and data science expertise as a key contributor to AGF’s Quantitative Investment team, whose approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.
He began his career with AGF as part of the Highstreet** Investment Management team and was an integral member of the research and portfolio management team. Robert was also instrumental in the development, enhancement and day-to-day management of Highstreet’s quantitative portfolio strategies. He previously worked in the banking industry, leveraging his unique skill set to design, develop, and implement analytical projects to support business decision making.
*Highstreet Asset Management Inc. is a wholly-owned subsidiary of AGF Investments Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.