Deborah Orida Appointed as the First Chief Sustainability Officer (CSO) for CPP Investment
Deborah Orida is appointed as the first Chief Sustainability Officer (CSO) for CPP Investment. She is responsible for the approach to environmental, social and governance matters, particularly climate change.
Deborah Orida is appointed as the first Chief Sustainability Officer (CSO) for CPP Investment. She is responsible for the approach to environmental, social and governance matters, particularly climate change.
Media Training Success, JP Morgan Asset Management Story
Eddy Wong, Managing Director, JP Morgan, was the moderator in Business Mandarin at the HKIFA event on 30 Oct 2015. This event had 300 participants from Asset Managment giants, regulators, HKSAR govt, HKEX, SFC, public media and certainly industry players. Blackrock, Fidelity, Invesco, Schroder, Manulife, HSBC, Deutsche Bank, Standard Life, Principal, KPMG, PcW, EY... all were present.
Eddy Wong, Managing Director, JP Morgan, was the moderator in Business Mandarin at the HKIFA event on 30 Oct 2015. This event had 300 participants from Asset Management giants, regulators, HKSAR govt, HKEX, SFC, public media and certainly industry players. Blackrock, Fidelity, Invesco, Schroder, Manulife, HSBC, Deutsche Bank, Standard Life, Principal, KPMG, PcW, EY... all were present.
Although Eddy is not a native Mandarin speaker, he excels himself by committing in media coaching in Business Mandarin. At the HKIFA event, he facilitated an excellent conversation with the panel members - who are all native Mandarin speakers - from bank custodian, fund recognition lawyers, online fund sales, tech-finance, 020 and wealth management in the PRC.
Eddy committed 75 minutes per week for a high-impact coaching Media Business Mandarin coaching. Before the HKIFA event, he worked untill 1150pm to fine-tune his speech and overview the details of the flow of conversation, and understand deeply the speakers viewpoints. It paid off, and I am proud of him..
Background Story:
Eddy Wong has committed to a leadership communication coaching in Business Mandarin. Eddy is an excellent spokesman for JPMorgan for fund distribution in the PRC. He is building the JPMorgan brand, and positioning JPMorgan as the market leader in fund distribution and fund recognition.
You are the next one for a keynote speech in Mandarin Chinese. Connect Vienne Lee here at LinkedIn, or call 2895 1088, or viennelee@financemandarin.com
Course details: Mandarin Media Coaching
ESG: Sustainable Investment is Getting Ahead In China
Since China signed the Paris Agreement in 2015, President Xi Jinping has repeatedly mentioned China's green and sustainable goals for 2030 and 2060 in the conference. In 2030, China will achieve a carbon peak, and in 2060, China will achieve carbon neutrality.
Since China signed the Paris Agreement in 2015, President Xi Jinping has repeatedly mentioned China's green and sustainable goals for 2030 and 2060 in the conference. In 2030, China will achieve a carbon peak, and in 2060, China will achieve carbon neutrality.
The latest five-year plan sets out China’s longer-term climate goals, notably with the introduction of a cap on carbon reduction. Beijing is actively building up the green finance stock exchange and is one of the international icons of China in high-quality development.
About Finance Mandarin:
We are the pioneer in teaching Business Mandarin with ESG and the first educational institute in promoting impact investment, inclusive finance, green finance, sustainability, low carbon policies, ESG KPI, and ESG exchange.
Recently, Finance Mandarin is invited to join the "Sustainability Impact Corporate Awards for UNSDGs" which aims to promote the Sustainable Development Goals (SDGs) advocated by the United Nations (UN). This is a recognition of Finance Mandarin’s contribution in promoting Green Finance education for business leaders.
We cover topic areas ranging from governance practices, regulatory trends, business communication, and topics tailored to your industry and needs.
Our Clients
Finance Mandarin designs bespoke curriculum for ESG education for in-house training, HKEX, SFC, BlackRock, Manulife, and the general public.
从2015年中国签署《巴黎协定》以来，习近平主席多次在大会中提及中国2030、2060的绿色及可持续目标。2030年中国将实现碳达峰，2060年中国将实现碳中和。
在最新的十四五年计划中，中国政府再次强调了中国的绿色金融目标，引入了碳减排上限。目前北京绿色金融证券交易所、广东碳排放交易所，均是中国绿色金融快速发展的标志，体现中国达到目标的决心和信念。
关于Finance Mandarin:
Finance Mandarin是 ESG 商务普通话教学的先驱，也是第一家促进影响力投资、普惠金融、绿色金融、可持续发展、低碳政策、ESG KPI 和 ESG 交流的教育机构。
Finance Mandarin 获得 Social Impact Investment and Procurement Foundation (www.siip-un.org) 的邀请参加旨在推动联合国（UN）倡导的可持续发展目标（SDGs）的“联合国可持续发展目标企业奖”。这是对Finance Mandarin在推动绿色金融教育方面所做贡献的认可。
Finance Mandarin 提供企业内部培训，为香港交易所、香港证监会、贝莱德、宏利及其他金融公司的投资者设计了 ESG 定制的学习课程。
我们涵盖的学习内容包括治理实践、监管趋势、业务沟通以及针对您的行业和需求量身定制的其他学习主题。
Xi Jinping’s ESG Speech
绿水青山就是金山银山。
"Lucid waters and lush mountains are invaluable assets "- Xi JinPing
ESG Topics including:
Green Finance and Inclusive Finance
Xi Jinping’s Speech Analysis
China’s latest ESG policy
ESG Past Event with VIP Speaker Allen Xuan:
Event highlights:
English: https://youtu.be/2wSPd9iGyNQ
Mandarin: https://youtu.be/x7Q_YsczJR4
FULL Live Event (25min) in Mandarin: https://www.youtube.com/watch?v=V78awfj4tL0
FULL Live Event (25min) in English: https://youtu.be/qpEHoJrvbjM
Finance Mandarin Top Trainer
— Over 8 years of Mandarin teaching experience focusing on finance and legal sectors
— Experienced in coaching clients such as HSBC, Bloomberg, Blackrock, Fidelity, Statestreet, VISA, AIA Insurance and Goldman Sachs
CEO and Curriculum Designer at Finance Mandarin
— Coach CEOs from the Capital Market, manage +300 corporate clients and 200 teachers
— 180,000 hours IPO, M&A digital content on case studies at AI Learning platform
— Raising US$20 million for capital expansion
Book your class now.
Mary Callahan Erdoes, J.P. Morgan's CEO of Asset & Wealth Management: Top 10 Themes That Will Define the Future of Asset and Wealth Management
Top 10 Themes That Will Define the Future of Asset and Wealth Management
1) Price
2) Scale is a matter of survival
3) Actively advising clients
4) Impact and purpose
Top 10 Themes That Will Define the Future of Asset and Wealth Management
J. Pierpont Morgan would be proud that many of the historical tenets of the asset- and wealth-management industry still form the bedrock of how money is managed in modern times. J.P. Morgan’s first investment fund was started in the late 1800s to serve British financiers wishing to invest in the emerging United States of America. The fund’s 150-year track record is a testament to our industry’s founding principle: While the world may change, clients’ desire for investment expertise and personalized service won’t.
With that in mind, here are 10 key themes that we look forward to helping our clients navigate in the future.
1) Price. Ever since I entered the asset-management industry, skeptics have warned that fee pressure will destroy profitability and detract top talent from the profession. Fees in every industry compress at some point. Successful firms of the future will thrive by either providing commodity-like products at scale for near-zero cost, or delivering hard-to-access insights and exposures that command a premium. Our industry must strive for continuous improvement on both ends of the spectrum.
2) Scale is a matter of survival. With compressed pricing, heavy regulatory controls, and immense spend on data, analytics, and risk-management tools, firms need a relentless focus on operational efficiency, a rigorous control framework, and a disciplined prioritization process around investments for the future. In this context, scale is key. Mergers and acquisitions and outsourcing of sub-scale and noncore capabilities to service providers will enable smaller firms to refocus their efforts back into their most important asset: talent.
JP Morgan Wholly-Owned Subsidiary in China Opened
3) Actively advising clients. If we learned anything from the Covid-19 crisis, it is the need for sound advice in volatile times. During that time, thousands of actively managed funds outperformed their passive alternatives across asset classes and portfolios. While markets may be efficient, manager selection is key and clients need guidance. The average industry return of a balanced portfolio over the past two decades was 6.4% annually, while the actual experience of the average retail investor was only 2.9%, a stark reminder of how critical hands-on advice is.
4) Impact and purpose. Portfolio managers and research analysts have become essential for investors seeking to make an impact in the world through their assets. Over 80% of surveyed CIOs expressed intent to invest in environmentally and socially conscious companies. Analyzing CEOs and their management teams is no longer just about inquiring about their financial and operational expertise and vision, but also about the impact they make on their communities and the planet. Rising demand for companies that drive positive change will create a virtuous cycle of asset allocation for good.
5) Personalization. Today’s investors want to be intentional, not passive, in investing. They care about taxes and want to overweight companies that can make a difference. They want to avoid whole sectors, or actively own and vote on a company’s strategic plans. Giving clients the freedom to pursue their very specific objectives in a highly customized manner will continue to drive innovation in our industry.
JPMorgan Asset Management MRF: 6th Mainland-HK Mutual Recognition Fund
6) Stable and predictable incomes. Millions of investors around the world have come to rely on their investment portfolios as a stable source of income. With individuals enjoying longer life spans and more active lifestyles, especially during retirement years, asset managers need to adapt their strategies to provide for a stable and predictable flow of income every month. Along the same lines, saving needs to start at a young age. Today, less than 40% of Americans have enough savings to pay for an unexpected $1,000 expense in cash. It is our collective responsibility to educate and advise on what is required to cover all of life’s events and milestones.
7) Understanding China. The pandemic has highlighted the interconnectivity of the world and how important China is to supply chains and new innovations. Against this backdrop, it is irresponsible to be a fiduciary of client capital and not have a deep understanding of places like China. It is hard to imagine having a true grasp of competitive global forces without on-the-ground insights of the economies, cultures, and politics of re-emerging global marketplaces. After 100 years of being on the ground in China, J.P. Morgan is poised to become the first foreign asset manager to acquire full ownership of a Chinese fund manager, pending regulatory approval. That kind of commitment will contribute massively to our global research network.
14th Five-Year Plan Insights: CBIRC - Real Estate - Grey Rhino with Greatest Financial Risk
8) Technology drives everything. To adapt to the velocity of progress and change, technology is providing our industry access, speed, and agility like never before. With more technologists than Google and Facebook combined, J.P. Morgan invests over $12 billion annually in technology to help empower our clients and employees to work faster and more seamlessly in ever-changing markets. We need to be forward thinking and have the ability to be a disruptor. Agile, collaborative partnerships between technologists and their businesses will drive innovation and speed to market at an exponential pace.
9) Access. With a global footprint and a full suite of investment vehicles, asset managers must continue to focus on enabling first-time investors to invest in previously inaccessible areas. We are finding ways to provide more opportunities, more choice, and more power to people. Investments once only available to the largest investors in the world are now being accessed by the everyday investor. Democratization of markets should create better outcomes for investors of all sizes.
10) A new flexibility. Our industry adapted quite seamlessly to a previously unimaginable work-from-home scenario. As such, increased flexibility will broaden talent pools and should promote greater diversity. While never losing the apprenticeship nature of our business, we should continue to find new ways of working with one another to generate even greater success.
In coming years, the industry’s winners will remain obsessed about their fiduciary responsibilities. As stewards of capital, the ability to leverage technology and scale to deliver the same extraordinary experience for every investor, with $100 or $100 million, is now within reach.
Book your Asset Management Certificate at Finance Mandarin
Talk to Vienne Lee
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ByteDance IPO Business Chinese Mandarin | Interactive Course
We may attribute the success of ByteDance to Bytedance’ artificial intelligence (AI) application and machine learning. As of November 2018, ByteDance had over 800 million daily active users (over 1 billion accumulated users) across all of its content platforms. The valuation of ByteDance was approaching USD 400 billion in 2021.
As of November 2018, ByteDance had over 800 million daily active users (over 1 billion accumulated users) across all of its content platforms. The valuation of ByteDance was approaching USD 400 billion for private-equity investors in Apr 2021. It was claimed that revenue is mainly generated from Douyin and Toutiao, through advertising by pushing them to the target segment. Keep reading to see how the algorithm works.
ByteDance chose to go for a unique path since its establishment in 2012. Among all Chinese Internet companies, ByteDance is the first startup not receiving support or investment from Alibaba, Tencent and Baidu. In contrast, ByteDance is considered a competitor to those tech giants. Furthermore, ByteDance aims at competing with Google and Facebook.
We may attribute the success of ByteDance to its Bytedance’ artificial intelligence (AI) application and machine learning, which is APPs like Douyin(Tiktok) and Toutiao push news and videos to people “based on their interests”. The founder and CEO Zhang Yiming, who has announced to step down in late 2021, once emphasized that Toutiao was not a news application, but an AI one in the social media business. The innovative ideas can greatly increase the time consumers’ spent on the APPs as all content are tailored for them according to what they have browsed and liked previously. The more the users, the greater the database to generate a more accurate report for choosing which content to be delivered to an individual.
Although all statistic looks good for ByteDance as an IPO, it was denying the rumours of it going public in Apr 2021. With that being said, people still believes IPO is their ultimate target.
Key takeaways in class:
Possible Reasons for ByteDance Founder Zhang Yiming Stepping Down
Business Model of ByteDance from Douyin(Tiktok), Xigua Video and Toutiao
The US-China Trade War
Finance Mandarin offers 1 on 1 and group Mandarin Coaching for Business Purposes with Finance Focus materials. Enrol 1 on 1 session anytime and anywhere. And Group class.
With Harvard-MBA approved case methodology.
Buy your ticket for ByteDance IPO Plan Q&A, over 1300 registration received on LinkedIn!
I can do self-study to learn Mandarin already, what is the point of joining Finance Mandarin?
“ I don’t have a teacher that gives me immediate responses.”
*Alexander Bryan, a C-suite English speaker working in the capital market, frustrated when he first tried to study on his own.
Alex is highly motivated to learn Mandarin even before joining Finance Mandarin. He had tried studying by himself. But soon he acknowledged the drawbacks of it, he did not know whether he is doing right on the pronunciations and usages of the vocabularies. There is no one to correct his pronunciations. Besides, he can only learn a few words but they are not for business purposes!
“ I don’t have a teacher that gives me immediate responses.”
*Alexander Bryan, a C-suite English speaker working in the capital market, was frustrated when he first tried to study on his own.
Alex is highly motivated to learn Mandarin even before joining Finance Mandarin. He had tried studying by himself. But soon he acknowledged the drawbacks of it, he did not know whether he is doing right on the pronunciations and usages of the vocabularies. There is no one to correct his pronunciations. Besides, he can only learn a few words but they are not for business purposes!
The materials he accessed to was not designed for business purposes, not to mention learning the finance terms you will come across in your work. There is also no proper feedback for further explanations. There are usually no cultural aspects taught as well. While there are no interactions between teachers and students, no motivations and no comprehensive lesson plans, Alex finally made his choice:
Coming to 1 on 1 Finance Mandarin focused learning to prepare for his next business trips to Shanghai and Beijing soon.
For absolute beginners like Alex, there will be basic topics at the beginning at Finance Mandarin, and they are all customised. For Alex, we prepared some commonly used wordings in business greetings to start with, with content adjusted according to his position and company. We have been through a joyful lesson time indicated by positive feedback received afterwards!
Resources online lack personalized content for executives. With that being said, Finance Mandarin provides all of them, including but not limited to business context, cultural aspects, interactions with top trainers, motivations and customised learning path. These are also the reasons why Alex come to us.
“Speaking the language helps my business in a foreign country”
Alex considered himself innovative and open-minded. He has been working in different countries and is willing to learn new things. As suggested by his past experience working in a foreign country, he believes learning the local language helps him better communicate with colleagues and clients in the country although English is the medium of communication. Not to say in China, most universities, local companies and press are using Chinese as the major language.
“Very happy to start the work”
We are also happy to have received Alex’s positive feedback!
*Alias
Talk to Vienne Lee
Find us via LinkedIn
Finance Mandarin pursues FOUR Connected Strategies | WIN-WIN | Learn Chinese with the best | Business Mandarin Hong Kong
WIN-WIN: Business Models for Transforming Customer Relationships.
FOUR Connected Strategies to establish long-lasting relationships with clients:
✔️ Respond to Desire
✔️ Curated Offering
✔️ Coach Behaviour
✔️ Automatic Execution
Business Models for Transforming Customer Relationships
With mobile and wearable devices, customers get an improved experience when successful firms have more frequent customised interactions with them.
Companies now can anticipate customer needs as they arise, or even before. So as Finance Mandarin:
1. Respond to Desire
Provides customers with services once they recognize what they need
Comprehensive SWOP analysis and consultation with Program Director @Vienne
Finance Mandarin AI Learning Platform with 180,000 hours of financial materials to be accessed anywhere and anytime
2. Curated Offering
Presents customers with a set of personally tailored options that might interest them
All Finance Mandarin courses are tailor to your needs.
Ensure you get you job and promotion you deserve
Finance Mandarin customise your learning path according to your preferred company, position and financial knowledge
3. Coach Behaviour
Encourages customers to achieve larger goals with lower costs effectively and efficiently
Interactive classes and engaging tutors encourage students to speak up
Designs learning path to keep up with the progress
4. Automatic Execution
Anticipates and meets the needs of customers even before they have become aware of those needs themselves
AI Learning Platform allows you to revise anywhere and anytime with clear KPI stated
15+ comprehensive courses tailored to your needs READY to book: www.financemandarin.com
Some HOT topics🔥: Asset Management, IPOs, Private Equity
Finance Mandarin uses the combination of strategies to closely connected with you. We provide excellent learning experience and build long-lasting relationships with you.
You Learn, You Earn.
Harvard Business School
Vienne Lee recommends connected strategy
Finance Mandarin Connected Strategy:
Connected Strategy: Building Continuous Customer Relationships for Competitive Advantage by Nicolaj Siggelkow and Christian Terwiesch
At Finance Mandarin: www.financemandarin.com
Bankers speak mandarin | Asset Managers Capture China Market | Prepare for Finance Jobs | Mock Job Interviews | China Market Success
6 Facts You Need To Learn About Xiaohongshu 小红书 | Learn Business Mandarin with Vienne Lee
What is 种草(seeding/grass plating), which is widely used by the Chinese on social media platforms?
Xiaohongshu IPO LIVE event on 4 June 2021, 9.30 a.m. They discussed the key leaders of Xiaohongshu, explored its business model and challenges. At Finance Mandarin, we provide the latest market insights and case studies to help corporate leaders master the Mandarin language skills, to prepare for Mandarin communication with Chinese clients.
Vienne Lee and Debbie Chen hosted a Xiaohongshu IPO LIVE event on 4 June 2021, 9.30 a.m. They discussed the key leaders of Xiaohongshu, explored its business model and challenges. At Finance Mandarin, we provide the latest market insights and case studies to help corporate leaders master the Mandarin language skills, to prepare for Mandarin communication with Chinese clients.
What is Xiaohongshu？
Xiaohongshu is an e-commerce （电商）and social media platform （社交平台）that allows users to share their product feedback and lifestyles. It has over 300 million users worldwide.
What is 种草？
种草 (seeding/grass plating) is a network term created on Xiaohongshu’s platform. It means to be influenced to purchase something. Hence, the consumer’s purchasing behavior is greatly influenced by KOLs and KOCs. This has created a large e-commerce and advertisement platform for Xiaohongshu.
By studying this case study, you will be able to:
✔️ Identify the listed capital of Xiaohongshu
✔️ Realize the investment from well-known institutions
✔️ Predict potential challenges
✔️ Analyze the competitiveness
Vienne has prepared 8 real case studies about Xiaohongshu. Learn more at Finance Mandarin.
Connect with Vienne Lee to book a course
Coaching Business Mandarin for Executive Leaders
You learn, you earn