Is ESG Data Empowering Better Investment Decision-Making? — A UK & China View

InvesTAO China Alpha Webinar Series
This document is for institutional investors only
HostCity of London
PartnerInvesTAO
Panellist(s)FNZ, FTSE Russell, Hwabao WP Fund Management, Governance Solutions Group
Date22 March 2022

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Summary

This webinar brings together investment management experts from the UK and China to discuss how the significance of ESG data and how it can empower investment decision-making across different portfolios.

With more attention being given to climate change, environmental pollution, biodiversity, corporate governance, etc., sustainable investments have begun to pick up steam with ESG data having a key role to play in these investments.

Sustainable investment decisions require data, and where disclosure and data exist, there tends to be insight that leads to record investment. There are ESG metrics and an ever-growing pool of ESG-related data that can provide rich insights for investors globally.

Experienced investors globally including in the UK and in China are using ESG data in risk analysis. The webinar aims to present the best practices from both markets in sourcing and making use of ESG data and discover how it can empower better investment decision-making.

Panellists' Bio

Speaker
Alderman Vincent Keaveny
Lord Mayor of the City of London 2021-2022

Alderman Vincent Keaveny took office as the 693rd Lord Mayor of the City of London on 12th November 2021. He previously served as Sheriff of the City of London in 2018-19 and in that capacity supported the then Lord Mayor, undertaking numerous engagements and activities at home and abroad.

People with Purpose – Vincent’s year will champion a purpose-led and people-focused UK FPS sector; growing the global competitiveness of the UK as a world leader in ESG and sustainable finance and home to the best and most diverse global talent; driving social mobility at all levels.

Moderator
Hillary Su
Head of UK, InvesTAO

Hillary Su joined InvesTAO in 2019, currently responsible for the fund distribution and institutional client relation across EMEA with a focus on the UK. Prior to InvesTAO, she was equities sales in Maybank Kim Eng, Everbright Sun Hung Kai and Haitong Securities in London, where she was in charge of the company’s corporate access to Chinese listed companies. Before that, she worked for and KPMG in London, advising multinational corporates on market-entry risks in emerging countries.

Ms Su holds an MSc. from the London School of Economics and a BA with Honors from Ohio Wesleyan University.

Speaker
Dr Vian Sharif
Head of Sustainability, FNZ

Dr Vian Sharif is Head of Sustainability at FNZ. She is part of the team driving the development of innovative technology solutions to catalyse the shift to more sustainable capital allocations, and ultimately a more sustainable world. Prior to this she spent over a decade at global asset manager Investec. As part of a number of governmental and international sustainability advisory groups, she is also a Member of the Taskforce for Nature Related Disclosures Technical Experts Group. She is the co-founder of ’Benchmark for Nature’, an Oxford University research project to evaluate the impacts on nature of investment decisions, recognising the gap which currently exists in investor portfolios and metrics.

Speaker
Lily Dai
Senior Research Lead, Sustainable Investment, FTSE Russell

Lily Dai is a senior research lead at FTSE Russell, part of the London Stock Exchange Group (LSEG). Lily is responsible for sustainable investment research with a focus on the green economy and taxonomies. Lily represents LSEG as a member of the UK’s Green Technical Advisory Group and Singapore’s Green Finance Industry Taskforce.

Lily has previously worked at Climate Bonds Initiative, managing green finance development programmes and leading research on green bond markets, standards and policies. In the past, Lily also worked with the European Commission Technical Expert Group on Sustainable Finance (TEG) to facilitate the establishment of a uniformed EU sustainable finance taxonomy and provided policy recommendations on green finance guidelines for regulators and policymakers in EMEA and Asia.

Lily holds a Masters of Science degree in Carbon Finance at the University of Edinburgh, which concentrated on climate change science and finance.

Speaker
Helen Huang Xiaoyi
CEO of Hwabao WP Fund Management

Ms. Helen Huang Xiaoyi, MBA of Schulich Business School, York University, Canada. Ms. Huang used to be financial analyst of TD Securities Canada, CFO of Acthop Ltd. Hong Kong/Los Angeles. She joined Hwabao WP Fund since May 2003. Ms. Huang is General Manager of Hwabao WP Fund while holding concurrent post of Deputy President of China Asset Management Association. Ms. Huang was awarded Shanghai Financial Leading Talent by Municipal Government in 2016.

Ms. Huang’s profound experience in mutual fund product development, cross-border investment, quant/ETF investment leads Hwabao WP to be a pioneer in multi-strategy construction and ETP business. Ms. Huang also vigorously promotes the company’s green finance business, especially in green equity investment and ESG Smart Beta strategy.

Speaker
Dr. WANG Dequan
Founder & CEO, Governance Solutions Group

Dr. Wang is the founder and CEO of Governance Solutions Group, a China-based ESG and corporate governance research, data and software solution provider. Dr. Wang formerly served as the Greater China Managing Partner at Simmons & Simmons and as a venture capitalist in Silicon Valley before founding GSG in 2017.

Dr. Wang holds a Bachelor’s degree from Peking University, an LL.M. degree from Harvard Law School, and he earned his SJ.D. in corporate governance and securities regulation from Stanford University. He is a founding Council Member of the China Finance 40 Forum, an invited expert on China’s ESG30 Forum, Vice Chair of the ESG Committee of Hong Kong Chinese Asset Managers Association. He also sits on the Sustainable Investment Committee of China Assets Management Association, and the Responsible Investment Committee of Insurance Asset Management Association of China. Dr. Wang is also a Fellow of the Hong Kong Institute of Directors.