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