Sustainable Investing in Asia Market
The funds market in 2020 was a reflection of the ebb and flow of human emotion to a degree rarely seen. ESG funds experienced some panic-selling at first, but inflows quickly returned and accelerated greatly into the end of the year reach a record pace that has continued into 2021. The onset of the pandemic and subsequent lockdowns gave firms and their managers time to reexamine their commitments, and explore how their funds could be more impactful from an ESG perspective. Studies show that investors who incorporate ESG considerations may see their portfolios lean towards higher quality investments, with an element of risk mitigation. What is the impact and role that ESG plays when incorporating it into investment strategies? How are ESG considerations integral to the investment process, building resilience and the future of asset management?
Join Refinitiv Lipper Fund Awards Group winners and our experts who will share their insights, strategies and outlooks on the sustainable investing in the Asia market:
- How can ESG investment really impact the market
- How can the use of ESG metrics add value to strategies?
- What are the main challenges around metrics?
- What are the benefits of good ESG data management?
- How can investors effectively identify sustainable investment options?
- How best to deploy active and passive strategies on ESG investing?
Format: On-demand webinar
Duration: 60 minutes
Leo Shen Head of Fund Management Business, China, Allianz Global Investors
Leo Shen is Head of Fund Management Business, China, with Allianz Global Investors, currently based in Hong Kong. He joined the firm in January 2021 to lead the strategic effort to establish the firm’s onshore fund management business in China and will be responsible for the overall management of this business.
With more than 15 years working in asset management and investment consulting, Leo has extensive network and management experience in China’s financial industry. He joined AllianzGI from Mercer where he was China Wealth and Investment Business Leader. Before that, Leo had held various senior management roles in Rongtong Global Investment, Morgan Stanley and Manulife. In 2019, he was appointed by Insurance Asset Management Association of China (IAMAC) as Professional Advisor to the China Pension Management Professional Committee.
Leo holds a Bachelor of Business Administration degree in accounting from The Chinese University of Hong Kong, and a Master of Business Administration degree in finance from Ivey Business School of the University of Western Ontario. He is also a CFA and CPA charterholder.
Henry Chan CFA Chief Investment Officer, BEA Union Investment Management Ltd
Mr Chan is an industry veteran with over 22 years of experience managing Asian investments. As BEA Union Investment’s Chief Investment Officer, Mr Chan leads the Company’s Investment Committee, equities and multi-asset strategies. His most recent role was Portfolio Manager and Executive Director at Pyramis Global Advisors (Hong Kong) Ltd. (presently known as Fidelity Institutional Asset Management). Before this, Mr Chan was Head of Asia Pacific Investment at Baring Asset Management, where he was instrumental in re-formulating an investment process which led a strong performance turnaround across products and was pivotal in winning global institutional mandates including sovereign wealth funds from Korea, China, and the Middle East. Mr Chan started his investment career at LGT Asset Management (later acquired by Invesco), where he managed Asia Pacific equities with specialist coverage including Greater China, Korea, Japan, and the technology sector. Mr Chan grew up in Hong Kong and obtained a BSc (Econ) degree from The London School of Economics.
Andrew Law Chief Executive Officer, BOCI-Prudential Trustee Ltd
Andrew Law is the Chief Executive Officer of BOCI-Prudential Trustee Limited (BOCPT), a subsidiary of Bank of China (Hong Kong) Limited; he is responsible for the overall management of BOCPT, which provides services of trustee, fund administration, global custody, and pension and share award administration. While BOCPT is one of the major trustees for MPF market, it also provides services to full range of fund services including SFC authorized funds, private offshore funds, alternative funds, ORSO schemes.
Before he joins Bank of China Group, he held a number of senior positions during his 17 years of tenure at HSBC Group and acted as CEO and director for a number of HSBC trustee and fund administration operating companies. He managed the Fund Services and Global Custody business as well as the service delivery regionally. When he left HSBC, he was managing director and head of business for securities services in Hong Kong. He has been instrumental in the development of custody, retirement scheme and mutual fund services industry in Hong Kong, in particular Hong Kong Mandatory Provident Funds and Exchange Traded Fund where he spent significant amount of his time during the past 15 years. In addition, he is a director of the Hong Kong Trustees’ Association as well as being a member of its Executive Committee and the past Honorary Treasurer.
Andrew holds a Bachelor of Arts degree (Economics) from Davidson College, North Carolina, USA; a Graduate Diploma (Urban Estate Management) from University of Technology, Sydney, Australia; a Bachelor of Laws (Honours) degree from University Wolverhampton, UK; and an Executive Master of Business Administration degree from The Chinese University of Hong Kong.
Frederick Chu Executive Director – Business Development,
Haitong International Asset Management (HK) Limited
Frederick is the Executive Director at Haitong International Asset Management, responsible for ETF business development. Frederick has over 20 years of experience in the financial industry. He was recently the Head of ETFs at ChinaAMC(HK), leading the ETF franchise and managing the firm’s ETF and index business and strategies in Hong Kong and overseas. Prior to that, Frederick worked at HSBC Securities Services as a Senior Vice President, covering Korea and Hong Kong QFII institutional investors. He also held various front office positions at investment banks including Credit Suisse, Societe Generale, as well as Lehman Brothers within the Prime Services business. Frederick holds a MBA degree from New York Institute of Technology, and received his Bachelor of Arts degree from the University of British Columbia.
Xav Feng Director, Lipper APAC Research Head, Refinitiv (an LSEG Business)
Xav Feng oversees research in the Asia region as Refinitiv Lipper Asia Pacific Research Head. He has substantial fund industry experience across Asia countries and supports the Singapore national pension scheme of Central Provident Fund (CPF) project.
Xav also participates in-depth research of Hong Kong Mandatory Provident Fund Schemes (MPF) and Taiwan Labor pension systems. He covers Greater China region since 2007 and initiated China QFII & QDII fund research, China risk classification rating research and Asia alternative investments.
In addition to this, Xav, is the media spokesman in Asia region and having been interviewed on research and investment management topics by cross region leading TV, broadcast channels and newspaper publications. He is a law graduate from the Taiwan National Taipei University and has a MBA degree in Risk Management and Insurance from Taiwan National Chengchi University. He also holds securities, futures/derivatives specialist and property insurance broker licenses in Taiwan.
Vivi Hu Regional Proposition Sales Director, Refinitiv (an LSEG Business)
Vivi Hu is Regional Proposition Sales Director of Refinitiv, and responsible for Lipper analytic solutions and rating business in APAC ex-Japan region. She has more than ten years in fintech and data solution experience, focusing on quantitative analysis and fintech solution applied in the end-to-end investment process. Prior joining Refinitiv, she was Sales Director and Senior Consultant in FactSet for Greater China with in-depth experience on fund strategy and multi-asset class portfolio analysis solution in cross-region asset management firms. She is the media spokesman for Refinitiv Lipper and regularly interviewed by international financial media publications, making appearances on HKEJ, Ignites Asia, Takungpao etc. providing views related to the fund industry. Vivi holds a MSc in Financial Enginering (Distinction) from Durham University, and BSc in Finance from Fudan University.