Brendan Ahern | CFA Institute

Personal Details

Bio

Brendan Ahern is the Chief Investment Officer of KraneShares, a suite of China-focused exchange-traded funds. Brendan joined KraneShares in 2013 where he leads the firm’s China research and education efforts. He actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business.

Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.

Current position (1)

Chief Investment Officer

KraneShares

Degrees (2)

College of the Holy Cross

1993 to 1997

Master of Science in Financial Analysis

University of San Francisco

2005 to 2007

Presentations

Presentations (3)

China Internet & E-Commerce Investing

Chinese E-Commerce sales reached $749 billion* in 2016 (compared to $394.9 billion in the U.S.) an increase of 26.2% year over year.
China's internet population reached 721 million people, a penetration of only 52.2%. The U.S. internet population reached 287 million people, a penetration rate of 88.5%.
Total Chinese retail sales reached $4.8 trillion in 2016, an increase of 4.4%.
Online shopping accounted for 15.5% of retail purchases in China in 2016.

MSCI China A-Share Inclusion Decision 2017

This June Mainland Chinese equities (A-shares) are again up for inclusion into MSCI’s definition of China within their Global Standard Indexes. Why is this important to global investors? MSCI indexes have $10 trillion in benchmarked assets with $1.6 trillion tracking the MSCI Emerging Markets Index alone. The inclusion could trigger significant inflows into Mainland Chinese equities.
https://kraneshares.com/replay-msci-china-a-share-inclusion-decision-2017/

Potential Benefits of an “All China” Exposure to the “New China” Economy

https://kraneshares.com/potential-benefits-of-an-all-china-exposure-to-t...

Past talks (1)

Fixed Income Strategy: Where and How to Invest in Chinese Bonds

Taking Advantage of the New RMB Hub in Canada

Toronto

2015