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Portfolio Management

The Portfolio Management team supports the Head of Department and Group Heads in capital allocation across the department through empirical analysis across all risk management, performance attribution, and portfolio implementation.

Our Team

The Portfolio Management team is comprised of professionals based in Toronto.

William Chan

Managing Director, Interim Head of Portfolio Management, Active Equities

Will leads the Portfolio Management group in Active Equities which is responsible for capital management strategies, portfolio construction, and research and alpha analytics. Before that, he was Head of Equity Trading, managed the Fund’s global equity balancing portfolios, and a member of the Investment Partnership Investment Committee.

Prior to joining CPP Investments in 2006, Will was a research associate covering consumer stocks at a boutique investment bank and before that, an accountant at KPMG.

Will holds the BMath and MAcc from the University of Waterloo. He also holds the CPA and CFA designations.

Pedram Mahdavinezhad

Managing Director, Portfolio Management, Active Equities

Pedram leads the portfolio construction, risk optimization and factor hedging aspects for all strategies within Active Equities. With a focus on factor-oriented hedging and portfolio rebalancing strategies to mitigate the unintended systematic/market driven factors. Prior to his role in AE, he spent some time in the Market Risk team within the Investment Risk Group.

Prior to joining CPP Investments in 2015, he spent seven years on the sell side with CIBC Capital Markets and TD Securities, focusing on Counterparty Credit Management, Market Risk, Capital Optimization and Credit Value Adjustment (CVA) Trading.

Pedram holds a BS and MS in Electrical Engineering as well as MBA in Finance, and a FRM Certificate.

Adil Rizvi

Managing Director, Portfolio Management, Active Equities

Adil leads AE’s Research and Alpha Analytics (RAA) team within the Portfolio Management Group. The team’s role comprises of leveraging advanced data analytics and systematic solutions to help AE’s investment groups better understand the key decisions in the investment process and the drivers of portfolio performance. The team also helps provide solutions to facilitate the incorporation of these learnings into several processes spanning investment decision making, capital allocation and portfolio construction.

Adil has prior experiences within CPPIB in the areas of: i) constructing and managing risk management hedge portfolios, ii) portfolio management using fundamental factor models and iii) investment operations including P&L reporting, collateral management and settlements.

Adil holds a BBA (Hons) from the University of Toronto and is a CFA Charterholder.

Our Active Equity Holdings

We are invested globally in public and soon to be public companies, as well as securities focused on long-horizon structural changes.
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