Anish Chopra
Portfolio Manager-Equities at Portfolio Management Corp.
Profile
Mr. Anish Chopra, CFA, is a Managing Director & Portfolio Manager at Portfolio Management Corp.
He is on the Board of Directors at Canadian Institute of Chartered Business Valuators.
He covers global equities and fixed income at Portfolio Management Corporation.
Prior to this, he led the Innovative Solutions Group at TD Asset Management where he held the position of Managing Director and Lead Portfolio Manager.
In this key strategic role, he led a team of 30 investment professionals with $100 billion in assets under management.
The investment areas included synthetics, derivatives, quantitative, passive, fundamental and asset allocation mandates.
He also held numerous other roles at TD Asset Management, including leading investment teams and serving as Lead Portfolio Manager.
He also served as Chair of CFA Society Toronto and was a member of the Canadian Accounting Standards Board.
He holds both a Bachelor of Arts and a Masters of Accounting (Gold Medalist) from the University of Waterloo.
He is a Chartered Professional Accountant (FCPA, FCA) as well as a CFA charterholder.
He also holds the Chartered Alternative Investment Analyst designation, is a Chartered Business Valuator (Canadian Gold Medalist) and holds FCBV honours as a Fellow of the CICBV.
Anish Chopra active positions
| Companies | Position | Start |
|---|---|---|
Portfolio Management Corp.
 Portfolio Management Corp. Investment ManagersFinance Portfolio Management Corp. is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1964 and provides discretionary portfolio management services to individual investors and families in North America and abroad. | Portfolio Manager-Equities | 2016-12-31 |
Former positions of Anish Chopra
| Companies | Position | End |
|---|---|---|
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Analyst-Equity | - |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Chairman | - |
| Accounting Standards Board /Canada/ | Corporate Officer/Principal | - |
| Cour supérieure de justice de l'Ontario | Corporate Officer/Principal | - |
| MANDALA CAPITAL INC. | Corporate Officer/Principal | - |
Training of Anish Chopra
| The University of Waterloo | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MANDALA CAPITAL INC. | Finance |
| Private companies | 7 |
|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Finance |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Finance |
Portfolio Management Corp.
Portfolio Management Corp. Investment ManagersFinance Portfolio Management Corp. is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1964 and provides discretionary portfolio management services to individual investors and families in North America and abroad. | Finance |
Canadian Institute of Chartered Business Valuators
 Canadian Institute of Chartered Business Valuators Miscellaneous Commercial ServicesCommercial Services Canadian Institute of Chartered Business Valuators operates as a not-for-profit valuation professional organization. Its practice area include business valuation and litigation support. The company was founded in 1971 and is headquartered in Toronto, Canada. | Commercial Services |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Commercial Services |
| Accounting Standards Board /Canada/ | |
| Cour supérieure de justice de l'Ontario |
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