Name: Hock Soon Simon Chen
Nationality: Singaporean
Ancestral Home: Malaysia
Age: 58 (born October 26, 1968)
Education: National University of Singapore (NUS)
Education: Master of Finance and Economics
Certifications: Chartered Financial Analyst (CFA), International Banking Facility (IBF), Certified Futures and Options Analyst (CFOA)…
Critical stage of my career
Hock Soon Simon Chen is an investment management professional with over twenty years of experience in international capital markets, specializing in multi-asset allocation, risk management, and cross-market strategy research.
Simon has been active in the US and Asian markets for many years, accumulating systematic experience from research and analysis, strategy formulation to asset management, and has developed an investment philosophy centered on discipline and risk control.
Simon graduated from the National University of Singapore in 1998, majoring in Finance and Economics.
He then pursued further studies in the United States, completing a Master’s degree in Financial Engineering at New York University in 2001, focusing on asset pricing models, risk hedging mechanisms, and portfolio optimization.
This systematic academic training laid the theoretical foundation for his later strategy development in the real market.
Early Career on Wall Street
After completing his studies, in 2003, Hock Soon Simon Chen joined Morgan Stanley’s Global Markets division at its New York headquarters as a strategy research analyst.
During this time, Simon was involved in:
Cross-asset risk exposure analysis
Macro liquidity research
Institutional client asset allocation support
Market volatility scenario testing. This experience gave him a deep understanding of the logic of global capital flows and institutional-level risk control frameworks.
Investment Management Experience
After 2010, Simon transitioned to asset management, joining Fidelity Investments’ Asia strategy team, where he was responsible for regional market research and multi-asset allocation support.
During this period, the portfolios Simon helped manage included: Global equity allocation; Asian growth companies; Precious metals and resource assets; and yield-enhancing portfolio strategies. He gradually developed an investment management approach centered on “risk budgeting,” emphasizing the dynamic adjustment of asset weights across different market phases.
Investment Philosophy
Simon has always believed that the primary goal of investing is not to pursue the highest returns, but to achieve sustainable and replicable long-term growth.
His core principles include:
Risk Priority Principle
In any market environment, risk identification and control always take precedence over return objectives.
Cyclical Perspective
Determine asset allocation direction by analyzing macroeconomic cycles, interest rate environment, and liquidity structure.
Structured Decision Making
Reduce emotional decision-making by combining fundamental research, quantitative models, and market behavior analysis.
Entrepreneurial Initiative in Asia
After years of experience in international markets, Hock Soon Simon Chen returned to Singapore in 2013. He observed a continued growth in the number of individual investors in the regional market, but noted that there was still room for improvement in systematic investment education and risk management awareness.
Based on this, Simon established an investment research and education platform aimed at:
Providing structured investment methodologies
Strengthening risk management training
Helping investors develop a long-term asset allocation mindset
Community & Strategic Collaboration
Simon also launched the Straits Strategic Investors Network, focusing on professional research and specializing in:
Market cycle analysis
Industry trend research
Asset allocation framework development
Investment discipline cultivation
The platform emphasizes rationality and long-termism, rather than short-term speculation.
He also actively collaborates strategically with institutions and partners possessing a long-term vision to jointly promote the mature development of the regional investment ecosystem.
Engagement
If you are a long-term investor or wish to establish a more systematic investment framework, we welcome communication and collaboration.
We are committed to providing investors with stable and sustainable value support through a professional, prudent, and long-term perspective.
