Senior investment management professional with expertise in index funds and ETFs management; index methodology and construction; corporate action analysis and decision-making; security lending; proxy voting; index rebalance trade execution research; strategic beta; quantitative investment; ESG ...more

Senior investment management professional with expertise in index funds and ETFs management; index methodology and construction; corporate action analysis and decision-making; security lending; proxy voting; index rebalance trade execution research; strategic beta; quantitative investment; ESG solutions and sustainable investing. Over 20 years experience in client-facing strategy and product development across mutual funds, institutional funds, closed-end funds and ETFs. Excellent writer in both Chinese and English. Known to be an innovative deep thinker; passionate for processes improvement and risk management; to foster client relationships; to build and train teams both onshore and offshore; to collaborate across functions; to listen to different points of view and to consult with all levels of leadership to guide decision making and drive results.less