Advocacy Talking Points 7 June 2022
ESG Talent Development Trends and Strategies
Strengthen Your Firm, Prepare Your People
Webinar presented by CFA Institute
Webinar PresentationDownload PDF
ESG is fast becoming a driving force in the investment management industry. In the 2022 CFA Institute Investor Trust Study, which surveyed the views of 3,588 retail investors and 976 institutional investors, 100% of institutional investors and 77% of retail investors have stated that they are either interested in, or already using, ESG strategies in their investment process.
That is why, as a leading organization for investment management professionals, CFA Institute is proud to offer the Certificate in ESG Investing to help firms and individuals stay competitive in this new landscape, and to equip them with skills to better integrate ESG factors into their investment analysis and client conversations.
In this information session, we highlight the latest trends and opportunities in the ESG investment space, share details of the curriculum of the Certificate in ESG Investing, and discuss with industry leaders how they are filling the ESG talent gap in their companies.
- Anubhuti Gupta, CFA, head of APAC, Rosenberg Equities and CEO, AXA Investment Managers Singapore
- Mary Leung, CFA, head of advocacy, APAC, CFA Institute
- Janet Li, CFA, partner and wealth business leader, Asia, Mercer
- Gabriel Nam, partner, Page Executive
- Grace Yeung, CFA, senior director, exam development, CFA Institute
- David von Eiff, PhD, director of institutional relations, CFA Institute
Anubhuti Gupta, CFA, is the Head of AXA-IM Singapore and Head of Investment for APAC, Rosenberg Equities. She is responsible for the Asian investment strategies and client outcomes and is a member of the global Rosenberg Management Committee and Investment Committee. Prior to her current role, she served as the Head of Portfolio Management, Director and Deputy Chief Investment Officer for the region since 2015 and initially joined AXA IM in 2005 as a Portfolio Manager. Anubhuti was an intern with a Singapore-based hedge fund before joining AXA IM. Anubhuti holds a MSc in Financial Engineering from the NTU Graduate School of Business and a BEng from Nanyang Technological University (NTU) in Singapore. She also has a certificate in Computational Finance from Carnegie Mellon University Tepper School of Business. She is a holder of the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certificate in Investment Performance Measurement designations.
She is a member of the CFA Institute Education Advisory Committee (2015 – Present), Executive Committee (2016 – 2019) & Advisory Board (2019 – Present) of Singapore Chapter of CAIA Institute and the Nominating Committee for CFA Institute Board of Governors (2020 – Present)
Mary is the Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders 6o advance the wider CFA Institute mission.
Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. She joined Coutts & Co, where she was director of Business Development and Management for North Asia. Prior to that she was executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals.
Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.
Janet Li, CFA, MAoF, is a Partner and the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations. Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management). Her experience also spans across a wide range of retirement and investment services (asset liability review and strategy, portfolio construction, manager review, selection and monitoring, investment governance and transformation, discretionary management, member communication and education and related tools’ developments) and a diverse range of asset classes (public equities and fixed income, private equities, illiquid credit, real estate and infrastructure).
Gabriel is the Partner of Page Executive, leading the ESG, Strategy and Transformation practice in Asia. Based in Hong Kong and Singapore, Gabriel advises his clients on senior-level executive searches across different private sectors. In addition, Gabriel is also an active member in conducting senior talents searches in business/professional services and NGOs.
Before joining Page Executive, Gabriel has over 15 years of experience in research, recruitment/executive search, and leadership roles at Egon Zehnder, Michael Page and Standard Chartered. Prior to joining the recruitment sector, he had a career in sales and marketing positions in Hong Kong and Europe. Gabriel has a Bachelor’s Degree in Business Administration and a Master’s Degree in Global Political Economy (Dean’s List) from the Chinese University of Hong Kong.
Grace Yeung, CFA, CPA, CPA (CA), CPA (Practising), is Senior Director, Exam Development, Asia Pacific of CFA Institute. Grace plays a global role and she leads the development and production of CFA Exams and other CFA Institute Credentialing products. Grace’s team consists of over one hundred fifty consultants and staff worldwide. She is responsible for developing strategies and driving projects of the CFA Program and the Exam and the mission of CFA Institute. One of Grace’s key projects is transitioning the CFA Exam from paper-based to computer-based. With her background and professional experiences in Asia Pacific, Grace outreaches to CFA Societies, professional standard setting bodies, practitioners and credentialing organisations in the region to seek insights and develop strategies that are relevant to the CFA Program and the Exam.
Grace has over twenty years of global experiences in the financial services and investment management industry. Prior to joining CFA Institute, Grace held the position of Senior Manager, Assurance, Financial Services and Asset Management of PwC Hong Kong. Her clients include global and regional asset managers in traditional and alternative investment spaces, hedge funds, private equity, venture capital, real estate and infrastructure. She led assurance and consulting projects including investment fund set-up, regulatory licensing and internal control compliance. Grace had assurance, consulting and financial services working experiences in United States and Canada.
Grace holds a Master of Economics from University of California at Berkeley and a Master of Laws, Corporate and Financial Laws from University of Hong Kong. She graduated as a Bachelor of Science with summa cum laude, distinction in Management Science, and Phi Beta Kappa from University of California, San Diego. Grace is a CFA charterholder, a Certified Public Accountant licensed with California, USA, a Chartered Professional Accountant of Canada and a Certified Public Accountant (Practising) at Hong Kong SAR. Grace is a member of the Task Force for Digitalization of the Qualification Programme under the Qualification and Examinations Board of the Hong Kong Institute of Certified Public Accountants. She is also an active participant in the accounting standards roundtable panel of the HKICPA.
David von Eiff joined CFA Institute in 2021 as a sustainability specialist. David brings has a combined 13 years of experience in environmental compliance, research, and sustainability. He obtained his Doctor of Philosophy at the City University of Hong Kong and his Master of Science in Environmental Economics and Public Policy at the Rensselaer Polytechnic Institute in New York. His main research areas address the economic, sustainability and climate change issues associated with water supply management decisions. He previously spent 8 years regulatory specialist in Environmental, Health & Safety Management Systems, having clients across a wide range of industries to improve their environmental programs and identified methods by which they could make their operations more sustainable, including process redesign, water and energy conservation, and developing environmental management systems.