Edward Lui
Portfolio manager
Author bio
Edward Lui is a portfolio manager at Fidelity Investments. In this role, he is the lead portfolio manager for the Fidelity Canadian Low Volatility Equity strategy. Additionally, Mr. Lui serves as an Institutional Portfolio Consultant, responsible for communicating Fidelity Investments Canada’s equity research capabilities, investment process and strategies to institutional prospects, clients, and consultants.
Mr. Lui joined Fidelity in September 2007, as director of institutional client management. In this role, he was responsible for the investment servicing of Fidelity’s institutional defined benefit, defined contribution, endowment, foundations, and taxable corporate assets clients in Canada. Prior to joining Fidelity, Mr. Lui held a number of investment roles within Manulife Financial, including manager of investment analysis at Manulife Securities and as an Investment Analyst with Manulife Financials’ Group Savings and Retirement Solutions division.
Mr. Lui earned a business commerce degree from the University of Windsor. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society.
Mr. Lui joined Fidelity in September 2007, as director of institutional client management. In this role, he was responsible for the investment servicing of Fidelity’s institutional defined benefit, defined contribution, endowment, foundations, and taxable corporate assets clients in Canada. Prior to joining Fidelity, Mr. Lui held a number of investment roles within Manulife Financial, including manager of investment analysis at Manulife Securities and as an Investment Analyst with Manulife Financials’ Group Savings and Retirement Solutions division.
Mr. Lui earned a business commerce degree from the University of Windsor. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society.