Wendy Wee, CIPM
Wendy joined Coho Partners in June 2018 as the firm’s performance analyst. Wendy is focused on enhancing Coho’s overall investment performance reporting functions including individual, portfolio, model, and composite performance calculations and reporting. She also leads the firm-wide Global Investment Performance Standards (GIPS®) verification and GIPS standards composite examination process. Wendy has 28 years of experience in the financial industry.
Before joining Coho, Wendy spent her entire career as the performance specialist for Turner Investments. For 25 years, she was involved with all facets of performance calculation, analysis, and reporting on a daily, monthly, quarterly, and annual basis. She maintained dozens of composites and participated in the GIPS standards verification process on a composite and firm-wide level.
Wendy graduated from Xiamen University (China) with a Bachelor of Arts degree in Chinese Language and Literature and earned dual master’s degrees from Temple University in Business Administration and Education Administration. She completed the Certificate in Investment Performance Measurement (“CIPM”) program.
Coho Partners, Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for Coho’s strategies and products, please contact a member of our Client & Consultant Relations Team at [email protected]