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Joan Lee

Joan Lee

Showing manager performance in United Kingdom View performance globally

About Joan Lee

Joan Lee, CFA, senior vice president, is an investment manager within the Cross Asset Solutions team of Unigestion. She joined the group in November 2015. Lee began her career in 2008 as an investment consultant at Deloitte and subsequently moved to Russell Investments. In 2012 she joined State Street, where she spent time on equity sales, FX sales trading and prime brokerage desks before joining State Street Associates, State Street’s partnership with academics at Harvard and MIT. She was responsible for multi-asset quantitative research for institutional investors. Lee holds a bachelor's degree in mathematics, operational research, statistics and economics from the University of Warwick and a master's in finance from the University of Cambridge, UK.

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Citywire Rating: Not Rated


Alternative UCITS - Multi Strategy
over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.6%
2018 -6.7% 0.3% -2.2% -2.8% -2.1%
2017 8.2% 1.9% 0.0% 2.6% 3.5%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.