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Agnes Hong, CFA, CAIA

Agnes Hong, CFA, CAIA

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Head of Public Market Equities @ Aware Super Head of Equities
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Education

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The Wharton School

Master of Business Administration - MBA, Finance and Strategic Management -
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UNSW

Bachelor of Science, Co-op Program Scholar -

Work Experience

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Aware Super

Current

Aware Super

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Vestmark

2022-01-01 - 2023-01-01

Vestmark

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Vanguard

2018-02-01 - 2022-01-01

Vanguard

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Charles Schwab

2009-09-01 - 2018-02-01

Charles Schwab

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BlackRock

2004-01-01 - 2009-01-01

BlackRock

Skills

Product Development Enterprise Software Personalized Tax Management Executive Management Active and Passive Investing Global Equities Leadership Systematic Investing Fundamental Analysis Manager Selection Capital Allocation Institutional Investing Investment Technology investment technology indexing FinTech Product Launch Product Strategy Portfolio Risk Management Product Design

Summary

Accomplished investor and leader with over two decades of experience managing global institutional assets at leading asset management firms and asset owners. As the Head of Public Equity at one of Australia's largest superannuation funds, I am responsible for the A$100+ billion Equity asset class, encompassing both internally and externally managed portfolios. I oversee capital allocation, portfolio construction and investment strategy, while leading teams in Fundamental and Systematic Active portfolio management, and Manager Selection. I have a proven track record of building high-performing teams, scaling investment processes and technology, and delivering consistent performance in both start-up and mature environments. Throughout my career, I have launched one of the most successful ETF businesses, led investment teams overseeing trillions of assets in global equities, as well as launching responsible investing, personalized investing and tax management strategies. With experience in management consulting and technology in Australia, Asia and the Silicon Valley, I bring a diverse skill set and a global perspective. Specialties include: Institutional Investing, Active and Passive Investing, Leadership, Capital Allocation, Portfolio Management, Portfolio Construction, ETFs

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