angle-left null Karen Wong, CFA
Karen Wong, CFA

Karen Wong, CFA

Head of Index Portfolio Management

  • 19 Years with the firm
  • 20 Years of industry experience

Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management.

Before joining the firm, she worked as a security analyst at Redwood Securities. Karen serves on the S&P Index Advisory Panel, MSCI Index Client Advisory Panel and FTSE Russell Policy Advisory Board. She is also a member of the Board of Directors for xBK LLC, an affiliated company. Karen has been in the investment industry since 1999.

Karen received a BS in accounting and statistics and an MBA in finance from San Francisco State University. She holds the CFA® designation and is a member of the CFA Institute and CFA Society San Francisco.

Experience listed may include partial year periods.