Agnes Hong, CFA
Managing Director, Head of Passive Equity Strategies
Agnes Hong is a Managing Director and Head of Passive Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Ms. Hong leads the portfolio management teams of Schwab's passive equity funds and ETFs, which comprise the Schwab Equity Index Funds, the Schwab Fundamental Index Funds, and the Schwab Equity ETFs. She also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients.
Ms. Hong earned an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BS in Computer Science and Accounting from the University of New South Wales (Sydney, Australia). She is a CFA charterholder, and a member of the CFA Society of San Francisco.