Alwi Chan

Head-Equity Investments at

Equitable Investment Management Group LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Alwi Chan, CFA MBA, is a Deputy Chief Investment Officer & Senior Vice President at Equitable Financial Life Insurance Co., a Deputy Chief Investment Officer & Senior Vice President at Equitable Investment Management Group LLC and a Deputy Chief Investment Officer & Senior Vice President at Equitable Investment Management LLC.
Mr. Chan was previously employed as a Vice President & Portfolio Manager by AXA Equitable Life Insurance Co. He received his undergraduate degree from Universitas Trisakti and an MBA from A.B. Freeman School of Business.

Alwi Chan active positions

Companies	Position	Start
Equitable Investment Management Group LLC Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently.	Head-Equity Investments	01/06/1999
Equitable Financial Life Insurance Co. (Investment Portfolio) Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data.	Head-Fixed Income Invts	01/06/2012
EQUITABLE INVESTMENT MANAGEMENT II, LLC EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results.	Portfolio Manager-Equities	-

All active positions of Alwi Chan

Former positions of Alwi Chan

Companies	Position	End
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust	Corporate Officer/Principal	01/05/2012

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Training of Alwi Chan

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Linked companies

Private companies	6
Equitable Investment Management Group LLC Equitable Investment Management Group LLC Investment ManagersFinance EIM is responsible for identifying suitable investment advisors for the sub-advised portfolios. The firm conducts due diligence reviews of existing and prospective investment advisers before selection and retention. Their due diligence reviews are designed to recognize, assess and mitigate risks associated with the selection and oversight of portfolio sub-advisors. EIM’s investment advisor selection process was developed to identify investment management organizations that they believe can add value to the portfolios consistently.	Finance
Equitable Financial Life Insurance Co. Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Functions as a unit investment trust	Miscellaneous
Universitas Trisakti Universitas Trisakti Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
A.B. Freeman School of Business A.B. Freeman School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Equitable Financial Life Insurance Co. (Investment Portfolio) Equitable Financial Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Equitable Financial-IP plays an active role in monitoring each portfolio and sub-advisor by utilizing systems to strengthen their evaluation of performance, style, risk levels, diversification and other criteria. The firm accesses various databases that provide performance and risk characteristics through quantitative and qualitative analysis (including performance attribution), as well as other statistical performance and customary data.	Finance
EQUITABLE INVESTMENT MANAGEMENT II, LLC EQUITABLE INVESTMENT MANAGEMENT II, LLC Investment ManagersFinance EIM offers investment strategies to fit an investor’s needs. The firm’s in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results.	Finance

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