Advocacy Talking Points 22 February 2022
A Spotlight on Investing in China Equities in 2022 and Beyond
Part 1
Webinar presented by CFA Institute in collaboration with T. Rowe Price
Overview
CFA Institute and T. Rowe Price, in collaboration with Cambridge Associates, organized a series of two webinars on the outlook for investment in China in 2022. (Watch the second webinar here.) The first webinar in the series explores the following themes:
- The case for a dedicated allocation to China
- How investment themes have developed
- ESG in the context of China
Presenters:
- Claire Liang, CFA, senior analyst, manager research, Morningstar Asia
- Jacqueline Liu, portfolio manager, T. Rowe Price
- Richard McGillivray, senior director, institutional partnerships, APAC, CFA Institute
Moderator:
- Ashlesha Vaishampayan, vice president, Asia, T. Rowe Price
Duration: 58 minutes
Recorded: 22 February 2022
Speakers
Claire Liang is a senior manager research analyst with Morningstar Asia. Liang is responsible for research on asset managers and funds, with a focus on regional Asian and Chinese equity funds. Prior to relocating to Hong Kong in 2021, Liang spent six years on the manager research team with Morningstar China in Shenzhen covering onshore equity and aggressive allocation funds. Liang joined Morningstar in Chicago in January 2014 and was relocated to Shenzhen in July 2014.
Liang holds a master’s degree in finance from Temple University in the United States and a bachelor’s degree in international business from Yunnan University of Finance and Economics. She is also a CFA charterholder.
Jacqueline (Jackie) Liu is a regional portfolio manager in the Equity Division of T. Rowe Price International Investment. She manages the China Growth Leaders Strategy. She is also a research analyst covering Asia internet sector for both public and private market investments.
Jackie’s investment experience began in 2003, and she has been with T. Rowe Price since 2014, beginning in the investment department. Prior to this, she was employed by Fidelity International Hong Kong Limited as an investment analyst, where she covered the internet, consumer staples, healthcare and transportation industries. She also worked in the equity research division of China International Capital Corporation.
Jackie earned an M.B.A. from the University of Pennsylvania, The Wharton School and a dual BA degree in international economics and English from Nankai University.
Richard McGillivray joined CFA Institute in June 2013, and has worked on a wide range of professional development projects with firms, regulators, industry associations and universities across the region.
Richard brings an unusual blend of experience in investment management and education to CFA Institute. Prior to CFA Institute, he set up the Asia Pacific operations for a UK-headquartered asset management business for whom he built and supported a broad client base, including private and retail banks, institutions, fund of funds and family offices in Asia Pacific and Africa. Prior to that, he worked for nearly 20 years in adult and professional education in Asia Pacific and southern Africa, including in financial services, media, aid agencies education and law.
Ashlesha leads T. Rowe Price's consultant relations efforts across Asia, and is based in Singapore. She joined T. Rowe Price from Russell Investments in 2019, where she was a Senior Manager for Russell's UK Institutional business. Ashlesha has 8 years of investment management industry experience, having joined Schroders' graduate scheme in 2013 in London.
Ashlesha is a Chartered Alternative Investment Analyst, a current Chartered Financial Analyst candidate, and holds an honours degree in Classics from King’s College London.