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Dawna Chen
Senior Portfolio Manager at Impax Asset Management Group PLC
About
Dawna Chen is a Senior Portfolio Manager at Impax Asset Management based in Los Angeles, California, where she leads investment strategies and portfolio management with a focus on sustainable and impact-oriented asset classes. Her expertise lies primarily in ESG (Environmental, Social, and Governance) integration within listed equity portfolios, with sector experience extending to real assets and housing-related investments given her prior roles.
Prior to joining Impax, Dawna served as Finance Manager at The New Home Company Inc., where she concentrated on real estate finance, and as Portfolio Manager - Senior Living at The Wolff Company, where she specialized in managing investments in the senior housing and healthcare real estate sector. Her background demonstrates deep sector knowledge in U.S. real assets, particularly in housing, healthcare, and associated infrastructure.
Dawna holds an MBA from the UCLA Anderson School of Management with a focus on real estate finance and entrepreneurship, as well as a B.A. in Business Economics with an accounting emphasis from UC Santa Barbara. Recognized for her analytical rigor and commitment to responsible investment, she has contributed to advancing ESG best practices and sustainable investment frameworks within the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Impax Asset Management | Senior Portfolio Manager | Apr 2023 to Present | Lead Portfolio Manager of the Impax Small Cap Fund and the Impax Sustainable Allocation Fund |
| The New Home Company Inc. | Finance Manager | Jan 2020 to Jan 2023 | — |
| The Wolff Company | Portfolio Manager - Senior Living | Jan 2015 to Jan 2020 | — |
| State Farm | Equity Analyst | Jan 2012 to Jan 2015 | — |
| GHJ | Senior Audit Associate | Jan 2011 to Jan 2012 | — |
Education
UCLA Anderson School of Management
Master of Business Administration - MBA, Real Estate Finance, Entrepreneurship
UC Santa Barbara
B.A. in Business Economics, Accounting Emphasis
Others at Impax Asset Management Group PLC (11)
| Name | Role | Location |
|---|---|---|
A Amber Fairbanks | Portfolio Manager | Boston, MA , United States |
D David Kinsley | Senior Portfolio Manager | New Canaan, CT , United States |
J Joseph Cordi | Senior Research Analyst | New York, NY , United States |
| Research Analyst | Boston, MA , United States | |
S Shaun Yanosick | Senior High Yield Trader | Portsmouth, NH , United States |
| Portfolio Manager | New York, NY , United States | |
C Christine Cappabianca | VP and Portfolio Manager, Systematic Strategies | Boston, MA , United States |
J James McCurley | Equity Research Analyst - Large Cap. Tech. | New York, NY , United States |
M Martin Villanueva | Senior Associate | New York, NY , United States |
N Nicholas Martinez | Investment Analyst | New York, NY , United States |
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| Portfolio Manager | LMR Partners LLP | New York, NY , United States | |
A Andrew Rosen | Portfolio Manager | LMR Partners LLP | Delray Beach, FL , United States |
G George Koshy | CEO and Chief Investment Officer | Polar Capital Holdings PLC | New York, NY , United States |
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