Big Data for ESG Investing

Ms. Li is a promoter and influencer in FinTech industry. She speaks frequently on major industry events such as Asian Financial Forum, Hong Kong FinTech Week, Singapore FinTech Festival etc.. She leads AMTD Group’s FinTech initiatives with a vision to offer one-stop, cross-market and intelligent digital finance solutions for Asian consumers and SMEs - to make digital financial services proactive and seamless. AMTD owns Airstar Bank, a JV with Xiaomi, one of the eight virtual banks in Hong Kong. AMTD also announced a few landmark acquisitions in ASEAN including PolicyPal (InsurTech), CapBridge (Digital Asset Exchange) and FOMO Pay (Payments). Together with MAS and SFA, AMTD has launched MAS-SFA-AMTD Solidarity Grant to support FinTechs in the challenging time; AMTD has also established an AMTD ASEAN Solidarity Fund together with AFIN to support and anchor FinTechs in ASEAN. Ms. Li also leads the research department of AMTD Group. She specializes in analyzing the global FinTech industry and financial sector. She publishes frequent reports on FinTech topics such as AMTD Global FinTech Weekly, China Online Consumer Lending, and Blockchain 101. Before joining AMTD Group in September 2016, Ms. Li worked at UBS AG as a securities research analyst.

Dr. Haishan Wu is leading the AI Department at WeBank. His team is building AI and alternative data driven investment platform in WeBank. His team compiled China Economic Recovery Index (CERI) to track the economic impact of COVID-19 in China.
He was the Director and AI scientist at BlackRock. He was the founder and CEO of SenSight.ai before joining BlackRock. And before that he was the lead data scientist of Big Data Lab in Baidu AI Department.
His researches were not only published in prestigious journals and conferences, but also widely featured by major international media outlets. His research on data driven ghost city mapping in China was selected as Best of 2015 by MIT Technology Review.
He earned his PhD degree from computer science department of Fudan University in 2011. He was the postdoc researcher in Princeton University from 2013 to 2014.

He was recognized as 35 Innovators Under 35 in China by MIT Technology Review in 2017. He was also recognized as one of Top 50 data scientists in China in 2018.

Katherine Han is the head of ESG research at Harvest and spearheads the group’s ESG integration program under the CIO. She and her team is responsible for establishing Harvest’s proprietary ESG framework and database for China market, conducting ESG factor and strategy analysis, issuing ESG investment recommendations and reports, as well as managing Harvest’s stewardship program and engagement initiatives with investee companies. She works closely with Harvest’s investment teams and clients to build responsible investment capacity and incorporate material ESG factors in investment across different asset classes. Katherine recently led the award-wining project to publicly launch Harvest ESG scores in cooperation with the local financial data platform WIND.
Prior to Harvest, Katherine was a senior analyst with MSCI ESG Research for eight years, where she led the global technology sector research and was a member of APAC ESG methodology committee. She led the China ESG team for initiating and expanding the ESG coverage of China market. Her prior roles include governance analyst with ISS and multi-asset class analyst at MSCI Barra.
Katherine Han is a CFA charter holder and certified FRM holder. She holds a Master’s degree in Finance from Renmin University of China and a Bachelor’s degree in Financial Engineering from Beihang University.

A firm believer in applying market-based solutions to fast track social and environmental impact; and a passionate advocate for Sustainable Finance, Helene is a management consultant by training and a seasoned finance industry professional with long tenures in strategic planning and marketing roles at global financial institutions such as J.P. Morgan, Lombard Odier, and BNP Paribas. Having worked in the ultra-high-net-worth space for most of her career, she is committed to leveraging the financial power and heart of the 1% to accelerate the impact in helping the 99%. It is in this spirit that she co-founded GoImpact as an action-driven ecosystem to connect stakeholders in accelerating the Impact momentum. She has been spearheading and curating industry recognized and highly rated Next Generation Family Business programs, and a regular contributor to Impact and Entrepreneurship research throughout her banking and consulting career.

Dr Lok is responsible for nurturing ethics trainers, producing ethics bite-size media as well as facilitating member societies to promote ethical behavior in their local capital markets. In his role, Dr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well as policy positions on ethical conduct and culture related issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Dr Lok also manages ethics related content and events together with societies leaders as well as facilitating their outreach activities on the Asia-Pacific Research Exchange (ARX) post publication.
Dr Lok joined CFA Institute in February 2014 as the Director of Capital Markets Policy in the Standards & Advocacy Division (APAC) before moving to the role of Director, Society Advocacy Engagement (APAC) in January 2017. In that role, Dr Lok has built up close relationships with society leaders and volunteers in the APAC region. Dr Lok was also responsible for directing the establishment of the Asia-Pacific Research Exchange (ARX). Over the years, he co-authored two monographs on portfolio pumping and market manipulation, submitted numerous regulatory consultation papers, written many blogs & articles and supported the Singapore Society in their Industry Research series in the Singapore Business Times.
During the decade prior to joining CFA Institute, Dr Lok was the senior investment manager of a Chinese solar-energy conglomerate and worked as both a buy and sell-side research analyst in Singapore. Dr Lok also served as the Adjunct head of two modules in Nanyang Technological University (南阳理工学院) as well as the module leaders for various universities in Hong Kong SAR, Mainland China, and Singapore.
Dr Lok graduated with a degree in Electrical & Electronic Engineering from the Nanyang Technological University in Singapore in 2003. Subsequently, he went on to read his MBA at the University of Manchester in 2013. He obtained the FRM certification from the Global Association of Risk Professionals in 2007 and was subsequently awarded the CFA certification from the CFA Institute in 2008. Dr Lok was recently awarded a doctorate degree from the University of Middlesex, London in 2021. His latest publication was a co-authorship with ACCA entitled “21 Sector Analysis: A Questioning Framework for Investors”.