Future of Sustainability in Investment Management

Mary Leung, CFA, is the head, standards and advocacy, Asia Pacific, at CFA Institute. She is responsible for the development, maintenance, and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. Previously, she was with 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.

Anubhuti is a Senior Principal Consultant for the Wealth Business in Mercer, Singapore. She is responsible for delivering investment solutions and advice and driving strategic partnerships across South-east Asia.

She has over 17 years’ professional experience in the investment industry with a focus on quantitative strategies and equities. Before joining Mercer, she was the CEO for Singapore and Head of Equity Quant Investments (formerly Rosenberg) for APAC at AXA Investment Managers. She was responsible for developing the strategy and driving the business, research, sustainability and investment agenda for Rosenberg in the region. She was a member of regional and global leadership teams including Asia Executive Committee and Rosenberg Global Management Committee and worked on multiple complex client and business projects.

Prior to this, she served as the Head of Portfolio Management and Deputy Chief Investment officer for the region. During that period, the business delivered several important milestones, developed complex new investment capabilities, undertook leading-edge platform-wide ESG integration and completely overhauled the portfolio construction process.

Anubhuti is an active contributor on investing, leadership and ESG related topics. She advocates for diversity, mentoring and knowledge-based volunteering to advance the investment industry. She has served on the global CFA Institute Education Advisory Committee as a member and Vice-chair for a term of 6 years. She is a member of the Nominating Committee for CFA Institute Board of Governors. She has been appointed as a member of the CFA Institute ESG Technical Committee starting September 2022.She sits on the Advisory Board of Singapore Chapter of CAIA Institute. She is a mentor and champion at Financial Women’s Association of Singapore and supports LGBT Great.

Anubhuti holds a Master’s degree in Financial Engineering and a Bachelor’s degree in Engineering (First class Honors) from Nanyang Technological University and a Certificate in Computational Finance from Carnegie Mellon University. She is a CFA and CAIA Charterholder and has Certificates in ESG Investing and Investment Performance Measurement (CIPM).

As Head of Sustainable Capital Markets for Global Markets Asia Pacific, Chaoni leads BNP Paribas' sustainable finance solutions for corporate, financial institutions and investors with a focus on primary asset finance and securitisation Working with Global Markets in Asia Pacific and the Bank's global sustainable finance community, Chaoni drives BNP Paribas' continued expansion and leadership in Asian sustainable debt capital markets.

Chaoni is an industry veteran with over 13 years of experience in sustainable finance having held various ESG related roles at Natixis, S&P Trucost MSCI and the United Nations In addition to her role at BNP Paribas, Chaoni is also deeply embedded in the sustainable finance industry, where she is Vice President and Secretary General of the Hong Kong Green Finance Association and a guest researcher at both the Green Finance Center at Tsinghua University and the China Economy and Sustainable Development Centre at the Cheung Kong Graduate School of Business.

Chaoni received her Bachelor of Economics from the University of Warwick.

Mr Wu was appointed CIO in December 2020 and leads State Super's internal Investment team. He is responsible for determining and executing the Fund's investment policies and objectives, determining asset allocation, and implementing and monitoring the Fund's investment arrangements. Mr Wu is acknowledged across the industry for his expertise in the use of machine learning (artificial intelligence) within pension funds and has helped bring State Super to the forefront of this exciting development. Mr Wu joined State Super in 2015 and was previously an Investment Manager at Media Super and an analyst at Mercer. He holds a Master of Commerce and a Bachelor of Computer Engineering and is a Chartered Financial Analyst holder. In 2020 he was appointed President at Chartered Financial Analyst (CFA) Society Sydney.

Rhodri Preece is Senior Head, Research for CFA Institute and is responsible for leading the organization’s global research activities and publications, managing the research staff and collaborating with leading investment practitioners and academics. CFA Institute produces the highest-calibre research on issues and topics most relevant to the investment industry, including rigorous in-depth research, forward-looking thought leadership content, applied investment insights, and commentary on trending investment topics.
Rhodri previously served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.
Mr Preece is a current member of the PRI Academic Network Advisory Committee, and a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.
Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP in the investment funds group (2002-2008). He has a BSc and a MSc in Economics and is a CFA charterholder since 2006.