•  

    MSCI - CFA Society Taiwan 全球企業永續論壇: 邁向淨零排放未來

    MSCI x CFA Society Taiwan Forum: Road to Net-Zero

    在全球淨零碳趨勢下 ,MSCI 與 CFA Society Taiwan將於第五屆全球企業永續論壇(GCSF) 11 月17 日共同舉辦 ESG 與氣候專題論壇。會上,MSCI代表與行業專家一起討論,如何把投資組合與全球溫控目標及 TCFD 框架保持一致,並深入研究亞洲氣候揭露的主要趨勢,以及這些趨勢如何驅使於本世紀中將溫室氣體排放量降至淨零的目標。

    With the transition of the global economy needed to achieve net-zero emissions by 2050, climate risk has become an important issue that cannot be ignored. MSCI and CFA Society Taiwan will co-host an ESG & climate workshop at the 5th Global Corporate Sustainability Forum (GCSF) on November 17.
    MSCI will be joined by industry experts to discuss how to align investment portfolios with global temperature targets and the TCFD framework, and delve into key trends of climate disclosure in Asia and how these trends will impact the goal of achieving net-zero emissions by 2050.

     

    時間: 111年11月17日 下午2時00分

    地點:臺北圓山大飯店10F 長青廳 Chang Chin Room

  • 講者

    Speaker

    陳彥霓 Karen Chen

    MSCI 台灣區業務負責人暨執行董事

    ​Executive Director, Client Coverage, MSCI

     

    陳女士擁有臺灣國立政治大學(National Cheng Chi University)財務管理學士學位和財務管理碩士學位。

    Karen has a Bachelor of Finance from National Cheng Chi University in Taiwan and a Master of Finance from National Cheng Chi University in Taiwan.

     

    陳彥霓(Karen Chen)女士於2019年4月加入MSCI客戶關係團隊,擔任亞太地區客戶關係部執行董事。她常駐台北,主要負責向該地區的客戶推廣MSCI所有產品,包含指數, ESG研究工具及投資組合管理工具。

     

    陳女士於加入MSCI之前,曾服務於台新金控(Taishin Financial Holding),擔任該公司的ETF基金經理,也曾服務於中華開發金控(CDF),擔任衍生性商品銷售。她在金融領域有接近20年的經驗,在股票衍生品領域有超過10年的經驗。在之前的工作中,她主要負責股票衍生產品和指數相關產品業務工作。

     

    Karen Chen joined MSCI coverage team as Executive Director, Client Coverage in APAC. Based in Taipei, she is majorly responsible for promoting all MSCI products including indexes, ESG Research and analytics suite to clients in the region.

     

    Karen was formerly an ETF fund manager in Taishin Financial Holding and equity derivatives sales in China Development Financial Holding before joining MSCI. She has near 20 years of experience in the financial sector and has spent more than 10 years in equity derivatives. In her previous role, she was responsible for the sales and marketing for equity derivatives products and index related products.

    王曉書 Xiaoshu Wang

    MSCI ESG與氣候研究部亞太區主管暨执行董事

    ​Executive Director, Head of MSCI ESG & Climate Research, APAC, MSCI

     

    王曉書畢業於北京大學光華管理學院,獲金融學學士學位。王曉書女士為註冊金融分析師(CFA)持證人。

    Xiaoshu received her bachelor’s degree from Peking University Guanghua School of Management.

    王曉書,MSCI ESG與氣候研究部門亞太團隊負責人及保險行業研究負責人,主要專注於亞太地區公司尤其是金融行業的環境、社會、公司治理相關風險研究,在ESG領域有超過9年的工作經驗。她曾經發表過一系列中國市場環境、社會、公司治理主要發展趨勢的研究報告,例如《影子銀行及環境問題所帶來的信貸風險》, 《中國經濟轉型中環境、社會與公司治理的新機遇》等,以及保險行業的研究報告。王曉書為財新中國ESG30人專家智庫成員,中國工經聯中國工業企業社會責任研究智庫專家。

     

    在加入MSCI之前,王曉書曾供職於凱捷諮詢,擁有多年管理諮詢顧問經驗,曾幫助一些中國的大型銀行和金融機構根據巴塞爾協議優化風險管控及合規體系,建立有效的內部激勵機制及提升管理效率。她也曾供職於商務社會責任國際協會(BSR),為許多大型跨國企業和國有企業提供可持續發展戰略諮詢服務。

     

     

    ​Wang Xiaoshu leads MSCI’s ESG and Climate Research team in Asia Pacific and insurance sector research, primarily focused on environmental, social, and governance (ESG) risk and performance analysis of companies in Asia-Pacific and China. She has more than 9 years working experience in the ESG field. She publishes research on major ESG trends in the China, as well as a series of insurance sector reports.

     

    Prior to joining MSCI, Xiaoshu was a management consultant with CapGemini for several years, working with major Chinese bank and financial institution clients to address Basel III compliance, develop internal performance metrics systems, and improve operational processes. Xiaoshu also worked with Business for Social Responsibility (BSR) in Beijing to define sustainability strategies for over ten large MNCs and state-owned enterprises in China.

    鄭立誠 Eddie Cheng

    量化暨指數事業處主管, 國泰投信

    Head of Quantitative and Index Business Divison, Cathay Securities Investment Trust Co., Ltd.

     

    2013年加入國泰投信,為國泰投信首檔ETF之基金經理人,主要負責公司ETF業務推展、ETF基金管理及次級市場流動量安排。並以其多年的ETF市場經驗,參與國泰投信ETF產品規劃、次級市場流動性安排與海外法人推廣等業務,同時協助國泰投信迅速擴大ETF產品線,涵蓋股市、槓/反及美元固定收益等股債市場,其中,亦包含台灣規模最大的旗艦ESG ETF--國泰永續高股息ETF。在ETF規模快速成長的過程中,其帶領團隊多次贏得台灣區最佳ETF提供商之獎項,個人並於2019年榮獲第15屆金彝獎投信投顧傑出人才獎之肯定。

    Joining Cathay Securities Investment Trust in 2013, Eddie Cheng was the first ETF manager in Cathay SITE. He is currently responsible for ETF business development, ETF fund management, and capital market function. Starting with just one ETF product in 2015, Eddie and his team now manage 37 ETF products, which covered from equities, fixed income to leveraged and inverse ETFs respectively, including the largest ESG ETF in Taiwan market, Cathay MSCI Taiwan ESG Sustainability High Dividend Yield ETF. The Total ETF AUM has grown up to TWD 400 billion over the past eight years. The team ranks in the top three ETF issuers in Taiwan and won Best ETF Provider Award in 2021 and 2022 as well. He personally also obtained Golden Goblet Awards–Outstanding SIT and Consulting Expertise in 2019.

    楊曉⽂ Sharon Yang

    國立政治大學金融系教授

    國立政治大學商學院金融研究中心主任

    退休基金協會監事 暨研究發展委員會執行長

    美國Fulbright 訪問學者

     

     

    ​楊曉⽂博⼠為國⽴政治⼤學⾦融系教授,並擔任政治⼤學商學院⾦融研究中⼼主任,致力於ESG永續⾦融及投資之研究、教學及產學合作。近年來研究領域包含ESG 永續投資策略、ESG 重大性評級、永續金融監理、退休基⾦管理與投資、⾦融商品創新,也執行相關產業研究專案,如建置我國ESG資料庫之研究、臺灣ESG相關主題基金資訊揭露事項之探討、訂定我國投信事業ESG揭露相關規範暨投信事業ESG投資與風險管理作業流程實務指引、台灣發展綠⾊⾦融之挑戰與契機、全球推動永續金融政策之經驗及效應研析、台灣勞⼯退休⾦制度⾃選平台之研擬、退休⾦制度另類投資等。

     

    目前並擔任金融監督管理委員會永續金融評鑑委員會委員、中央存款保險諮詢委員、臺灣期貨交易所結算委員會召集人、財團法⼈⾦融消費評議中⼼諮詢顧問、櫃買中心上櫃指數股票型基金之指數審查委員、財團法⼈保險安定基⾦諮詢委員、⾦融服務業聯合總會境外結構型商品審查委員、公教退撫基金監理會顧問、公教人員保險監理會委員、國防部軍人保險監理會委員、退休基⾦協會監事及研究⼩組執⾏⻑等。

    于明仁 Randy Yu

    台泥企業團 財務長​

    CFO, Taiwan Cement Group

所有文章
×