- DynamicEdge Balanced Class Portfolio
- DynamicEdge Balanced Growth Class Portfolio
- DynamicEdge Balanced Growth Portfolio
- DynamicEdge Balanced Portfolio
- DynamicEdge Conservative Class Portfolio
- DynamicEdge Growth Class Portfolio
- DynamicEdge Growth Portfolio
- Marquis Balanced Class Portfolio
- Marquis Balanced Growth Class Portfolio
- Marquis Balanced Growth Portfolio
- Marquis Balanced Income Portfolio
- Marquis Balanced Portfolio
- Marquis Growth Portfolio
- Marquis Institutional Balanced Growth Portfolio
- Marquis Institutional Balanced Portfolio
- Marquis Institutional Growth Portfolio
Judith Chan serves as Portfolio Manager on DynamicEdge Portfolios, Marquis Portfolio Solutions and Marquis Institutional Solutions.
In working with the Oversight Committee, she is responsible for the product suite’s portfolio construction, asset allocation policy, and manager selection. Her team is also involved in the due diligence and day-to-day management of all portfolio solutions.
With more than 15 years in the investment industry, she has held progressive roles in investment manager research and oversight, and portfolio construction. Judith has a Bachelor of Economics from Simon Fraser University in Vancouver, British Columbia and is a CFA Charterholder.