February 19, 2020

Helena Fung 加入 FTSE Russell(富时 罗素),担任亚太区可持续发展投资主管

  • 新任命的职位将进一步加强富时罗素全球可持续发展投资团队的优势 
  • Helena 拥有超过 10 年的 ESG 和可持续发展投资专业经验
  • 亚太市场参与者越来越多地希望将可持续发展投资方法纳入其投资策略 
  • 富时罗素在可持续金融和投资方面拥有20多年的客户服务经验

全球指数和数据提供商富时罗素今天宣布,Helena Fung 加入富时罗素,担任亚太区可持续发展投资主管。在这 个新设立的职位上,Helena 将负责富时罗素亚太区的可持续发展投资指数及数据服务。这将包括与客户就广泛的 产品和数据接洽,协助他们做出合理的投资决策。Helena 将与全球研究和领导团队合作,负责制定富时罗素亚太 区可持续发展投资产品战略和发展计划。

自 2008 年以来,Helena 作为 ESG 和可持续发展投资方面的专家,一直为养老基金和家族办公室客户提供管理 执行方面的咨询研究,起草责任投资政策,并将可持续投资策略整合到主动式和被动式投资组合中。Helena 于 2014年从作为ESG投资重要枢纽的伦敦迁往香港,此前供职于Hermes Investment Management的投资团队, 担任全球客户关系主管,使养老基金和资产经理能够将可持续性标准融入被动式和积极式投资组合中。在加入富 时罗素之前,Helena 任职于亚洲一家家族办公室,担任投资专家,其职责包括 ESG 整合、股权分析和慈善事业。

伦敦证券交易所集团亚太区信息服务主管董事总经理白美兰说:

“我们很高兴 Helena Fung 加入富时罗素亚太地区团队,担任可持续发展投资主管一职。Helena 将为我们带来 她在欧洲和香港、以及整个投资行业的 ESG 及可持续发展投资领域所拥有的丰富经验。我期待着与 Helena 合作, 继续在亚太地区扩展业务。我们在指数、数据和研究等方面的可持续发展投资能力的增长将满足亚洲乃至全球客 户对此不断增长的需求。”

亚太区可持续发展投资主管 Helena Fung 表示:我很高兴加入富时罗素。公司在提供可持续发展投资指数和数据 方面具有悠久的传统和深厚的实力,在亚洲的影响力与日俱增。我期待与全球的投资者和诸位同事们合作,以在 不断变化的市场中进一步开发这些能力。”

富时罗素在可持续发展投资产品开发和服务方面拥有 20 多年的经验,可以满足投资者将可持续发展投资纳入其 投资组合的更多需求。富时罗素的可持续发展投资数据模型提供一系列宽泛的衡量指标,可应用于多个领域,包 括考虑气候风险、提供 ESG 评级以及支持与联合国的可持续发展目标一致的投资项目等。

在亚洲,富时罗素最近扩展了其在中国和日本可持续发展投资分析能力。约有 800 只中国 A 股证券被纳入可持续 发展投资分析范畴,涉及气候、筛选以及 ESG 评级等。在日本,富时罗素将其可持续发展投资数据覆盖范围扩 展到小盘股公司,使其对日本证券的研究范围扩大到约 1300 只。总体而言,富时罗素可持续发展投资分析目前 已涵盖亚太地区的 4300 多只证券,全球证券总范围为 7200 只,使得投资者可以进行尽责管理,并将 ESG 融入 进全球主动和被动策略中。

富时罗素的 ESG 评级包括一个总体评级,以及在该评级下进一步细分为支柱和主题曝光与得分等。支柱和主题 基于 300 多个单独的指标评估得出,而这些评估适用于每个公司的独特情况。每个符合条件的公司都会获得 0 到 5 的 ESG 评分;其中,5 为最高评分。ESG 评级与联合国可持续发展目标(UN SDG)保持一致,所有 17 个 SDG 目标都反映在富时罗素 ESG 框架下的 14 个主题中。

如需更多信息,请浏览富时罗素 ESG 评级数据页面

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Oliver Mann/ Lucie Holloway
+44 (0)20 7797 1222
newsroom@lseg.com

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