London, England, United Kingdom
▪ Highly adept collaborator with analytical, research, presentation, stewardship & engagement skills ▪ Knowledge of ESG, climate, diversity & inclusion, sustainable investing, stewardship, equity impact analysis, financial / data analysis, emerging market (China). ▪ Familiar with ESG regulatory changes, public policies and industry initiatives ▪ Familiar with AM industry and asset classes: Equity, Fixed Income, Private Asset (Alternatives, Private Equity, Real Estate), Derivatives, FX ▪ Bilingual and Bicultural - Effective communicator at all levels in both English and Mandarin ▪ Co-chair of M&G Embrace Network. Co-lead of CFA UK social network working group since 2017
▪ Advised on ESG projects in the sustainability programme, such as TCFD, ESG labels (French and Belgium): interpret various ESG rules, TCFD recommendations, carbon accounting standard (PCAF). Provide oversight and challenge across workstreams and steerco ▪ Led on ESG horizon scanning: source content from regional owners. Coordinate stakeholders to provide updates and host monthly working group meeting. Produce material for steerco
▪ Led on Climate Top-down Engagement Programme: a). Company research. Analysed Top100 emitters that M&G hold on GHG targets, capex alignment, decarbonisation strategy, by leveraging CA100+, IIGCC, SBTi, CDP, MSCI, SASB, ISSB, and in-house ESG scorecards; b). Internal and external engagement. Proactively engaged with investment desks to agree stewardship objectives. Moderated bilateral engagements with investees and participated in collective engagements with Climate Action 100+ ▪ Participated in investors collaboration and stewardship activities and webinars via IIGCC, CA100+, PRI, Investor Forum, ShareAction, and FAIRR ▪ Completed Equity Impact Research: III analysis (Investment, Intention, Impact) on industrial firms incl. economics & sector research for climate solution & Paris aligned fund ▪ Spearheaded ‘M&G Peer Analysis on Decarbonisation’ and built an BI app: Among NZAMI and NZAOA peers, benchmarking M&G’s Net Zero targets, committed AUM & AO AUM, methodology, asset class, metrics, coal and fossil fuel policies and other disclosure on TCFD, CDP etc ▪ Initiated thought-leadership brainstorms on decarbonisation and engaging strategy
▪ Advised on ESG projects: Coal policy & implementation, ESG themed bond, ESG scorecards systems and on queries such as SFDR consultations, UCITS, investment eligibility and research ▪ Collaboratively delivered 3-year Market Abuse project: oversaw the built of ‘restricted dealing lists and inside information system (‘MIST’); engaged with investment desks and presented 30 trainings to senior stakeholders; drafted and revised policy, framework, procedures and risk assessment mapping ▪ Dealt with inside information for public equity, fixed income, and private assets & alternatives incl. real estate; oversaw expert network calls and involved in the market abuse investigations ▪ Tech objectives’ lead on knowledge management projects: built Power BI MI apps and query tracker into production, piloted MetricStream module, and supervised the rollout