Taiwan
I have over 20 years of global equity research and investment experience, especially in emerging markets. I have been working at Sinopac Asset Management(Asia) as CIO based in HK for 7 years. Before that, I was CIO of international investment of Capital Investment Trust(群益投信) and SinoAm Investment Trust(富蘭克林華美投信) based in Taiwan. I am familiar with global equity market, as well as fixed-income products, derivative products, and all kinds of private/public funds. With a sound track record, outstanding leadership, and decent personal character, I can meet the multi-functional requirements of jobs.
1.Led investment team of 6 team members. Set up investment strategies, SOP and risk management policies to meet the external & internal regulation requirements. 2.Planning the company’s development strategies and new products. 3.Led research team to analyze equity, bond, and CBs. Build up the stock pool and investment strategies.
1.Company development strategy planning. 2.Set up operation management framework. Oversee the operation, risk management, and legal & compliance departments. 3.Portfolio management. Build up investment project reserve pool.
1.Led investment team of 6 team members. Set up investment strategies, SOP and risk management policies to meet the external & internal regulation requirements. 2.Planning the company’s development strategies and new products. 3.Led research team to analyze equity, bond, and future in Greater China market.
Led a global equity research team, which has 12 team members. These members are both fund managers and analysts who cover global developed and emerging markets. Each one manages a portfolio, and covers macro economy, industry research and listed company research. The whole team manages 10 mutual funds. AUM is US$700 million.
1.Planning the company development strategies. 2.Set up investment strategies. 3.Manage New World Global Equity Fund. 4.Led a research team of 7 members to research global market.