CAIA Member since 2009
Marko Schaffrick is a Portfolio Manager at Russell Investment Advisors (Shanghai) Co., Ltd., Russell Investments’ China WFOE. From 2011 until mid 2015 he was the Head of Portfolio Management for Shanghai-based Ping An Russell Investment Management, a joint venture asset institutional manager between Ping An Group and Russell Investments, where he was responsible for the management of USD 1.8 billion in AUM in onshore securities employing a multi-strategy approach. Prior to setting up Ping An Russell Investment Management, he was a Portfolio Manager for Russell Investments in London. There in 2008 he helped design, setup and manage an alternatives and traditional strategies fund platform. He was also involved in the firm’s China A share manager research efforts and other China investment related activities. Marko joined Russell Investments (UK) in 2006 as a member of the US equity portfolio management team managing USD 6 billion across several US equity strategies. Before joining Russell, he was an Associate Director at Thomson Financial London where he set up and managed the firm’s EMEA oil, gas and energy desk. He started his career in the United States as a buy-side analyst covering global equities for Saturna Capital. He received a B.A. in Finance from Western Washington University in 2000 and earned the right to use the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations in 2003 and 2009, respectively.