Florence Liang
Boston,MA
Summary
Over 10 years of investment and active portfolio management experience with pension, mutual, and hedge funds.
Passion for sustainable investing with an aim of outperformance.
Qualified CPA, CFA Certificate in ESG Investing, PRI Advanced Responsible Investment Analysis and candidate for 2024 Harvard Kennedy School Executive Program on Climate Change and Energy: Policymaking for the Long Term.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Global Equity ESG analyst
Amundi Asset Management
05.2022 - Current
- Integrate ESG risk and opportunity analysis into fundamental research for all global equities and multi-asset portfolios with a total AUM $8bn.
- Prepared and launched a new Global Equity Climate Transition Fund.
- Apply different investment strategies and sustainability criteria within the context of border portfolio construction and optimization to minimize volatility and ESG risk while maximizing potential returns and outperforming the benchmarks.
- Apply various financial screenings to identify investable universe, ie, negative screening, thematic approach and other exclusions based on Amundi or client’s ESG rules
- Specialize in energy transition, climate change and net zero portfolio alignment
- Part of Amundi US Sustainability Committee.
Consultant
S.C. Ho & Co., Solicitors
06.2018 - 11.2020
- Assisted in Pro Bono service
- Provided financial and accounting advice to clients.
Co-founding partner/Portfolio manager – Pan-Asia
Start-up fund
06.2017 - 06.2018
- Co-started a multi-strategy long-short equity and index rebalancing fund
- Participated in fundraising and be part of the investment committee in portfolio, and strategic decisions.
Analyst – All Sectors (Greater China & Asia)
Clough Capital Partners, LP
09.2011 - 04.2017
- Provided long-only investment ideas and assisted fund manager to manage Clough China Fund, an open-end fund listed in US (CHNAX US), which had outperformed the MSCI China Index for the fifth consecutive years
Analyst – Industrials, Healthcare, and Consumer Sectors
Sumitomo Mitsui Trust
03.2010 - 09.2011
- Provided fundamental & valuation analysis on companies within the covered sectors (about 150 stocks universe)
Research Assistant - Transportation & Infrastructure team (Pan-Asia)
Daiwa Capital Markets
03.2007 - 03.2010
- Built/updated financial models and wrote sections on company/sector/IPO reports for institutional clients.
Data Analyst – Equity Research, Global Data
Bloomberg LP
10.2006 - 03.2007
- Successfully implemented a new database, “Earning Estimates (EE)”
Officer
HSBC Private Bank
04.2006 - 10.2006
- Advised high-net-worth clients on trust and estate planning.
Tax Associate – International Assignment Services
PricewaterhouseCoopers Ltd
04.2004 - 03.2006
- Provided US and HK tax advice and planning to expatriates and company’s HR department.
Education
Executive Program - Candidate - Climate Change And Energy: Policymaking
Harvard Kennedy School
Cambridge, MA03.2024
Master of Science - Psychology And Neuroscience of Mental Health
King’s College London
London, UK01.2020
Post-Graduate Diploma - Accounting
University of British Columbia
Vancouver, BC, Canada05.2003
Bachelor of Arts - Economics
University of British Columbia
Vancouver, BC, Canada05.2002
Skills
- Equity fundamental analysis, portoflio management and ESG investing
- Advanced MS Office, Bloomberg, MSCI ESG, S&P CAPITAL IQ (Trucost)
Accomplishments
- Collaborated with team 75 ESG research analysts based in Paris in the development of new fund, Global Equity Climate Transition fund.
Certification
- PRI Advanced Responsible Investment Analysis, 04/2023
- CFA UK Certificate in ESG Investing, 06/2021
- American Institute of Certified Public Accountant (AICPA) – Delaware, 04/2008
Languages
Fluency in English
Native or Bilingual
Mandarin
Native or Bilingual
Cantonese
Native or Bilingual
Extracurricular Activities
RYT 200 Registered Yoga Teacher.
Passion for neuroscience research and mental health, especially for healthcare workers.
Volunteered at The Mental Health Association of Hong Kong in conducting annual Mental Health survey.
References
References available upon on request
Timeline
Global Equity ESG analyst
Amundi Asset Management
05.2022 - Current
Consultant
S.C. Ho & Co., Solicitors
06.2018 - 11.2020
Co-founding partner/Portfolio manager – Pan-Asia
Start-up fund
06.2017 - 06.2018
Analyst – All Sectors (Greater China & Asia)
Clough Capital Partners, LP
09.2011 - 04.2017
Analyst – Industrials, Healthcare, and Consumer Sectors
Sumitomo Mitsui Trust
03.2010 - 09.2011
Research Assistant - Transportation & Infrastructure team (Pan-Asia)
Daiwa Capital Markets
03.2007 - 03.2010
Data Analyst – Equity Research, Global Data
Bloomberg LP
10.2006 - 03.2007
Officer
HSBC Private Bank
04.2006 - 10.2006
Tax Associate – International Assignment Services
PricewaterhouseCoopers Ltd
04.2004 - 03.2006
Executive Program - Candidate - Climate Change And Energy: Policymaking
Harvard Kennedy School
Master of Science - Psychology And Neuroscience of Mental Health
King’s College London
Post-Graduate Diploma - Accounting
University of British Columbia
Bachelor of Arts - Economics
University of British Columbia
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