Biography
Mary is the Head, Standards and Advocacy, Asia Pacific. 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.
Based on a global survey conducted in April, the report details CFA® charterholders’ observations on a wide range of issues. This article focuses on five key themes: market liquidity, asset price formation, government intervention, impact on the financial services industry, and risk of misconduct.
If we learn anything from the recent market volatility, it is that in unprecedented times like this, companies with superior governance, risk management, and accountability will have a higher chance of survival and outperformance.
The ESG concept is picking up in India gradually. This year alone, two investment firms — Avendus and Quantum Advisors with three former Tata group employees — launched a $1 billion ESG fund in India.
Financial industries around the world thrive on an incentives-driven model, sometimes to the detriment of investors. This approach has created some issues in Australia. What are other countries doing to raise the level of investor protection?
Asia firms urged to be more transparent and informative on ESG disclosure
As environmental, social and governance (ESG) considerations move increasingly into the mainstream of investment, companies in Asia are waking up to the… READ MORE ›
For most of 2018, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry captured the attention of many in Australia. Unfortunately, the issue of mis-selling is a global one.
The fear of missing out (FOMO) typically refers to the uneasiness that one is not “in-the-know” or is “out of touch” with some social events, experiences, and interactions.
After years of debate, both the Singapore Exchange and the Stock Exchange of Hong Kong have amended their rules to allow the listing of companies with dual-class share (DCS) structures.
CFA Institute holds Green Finance Forum in Hong Kong, SAR to discuss the future of ESG investing.
Investors demand high standards of governance at public companies, but Snap’s recent listing brings up the question of how far are shareholders willing to chase gains in exchange for their votes?
Foreign investors can now more easily gain equity exposure in China and Chinese investors can diversify into shares listed in Hong Kong.