Jack Wang Email & Phone Number

New Taipei City, Taiwan

台灣 臺北市

 I am the Fund Manager of the biggest equity mutual funds of Sinopac, which the AUM is NTD$1.75bn and the fund name is “Sinopac ESG Global Digital Infrastructure Equity Fund”. My job is doing research on stocks and making the investing decision, and also managing the portfolio to create the great returns vs. benchmark under controllable risks and.

台灣 臺北市

 I am the co-Fund Manager of the biggest equity mutual funds of Sinopac, which the AUM is NTD$2.696bn and the fund name is “Sinopac ESG Global Digital Infrastructure Equity Fund”. My job is doing research on stocks and making the investing decision, and also managing the portfolio to create the great returns vs. benchmark under controllable risks and.

台灣 臺北市

金融市場研究、產品發想、產品設計

 Doing fundamental research on global financial market, especially in the macro economy, technology industry, and the global stock market, and also doing quantitative analyze about the economic indicators.  The presentation topics contain “using economic indicator to do investing”, “ US election”, “ How to invest in the Post-Covid 19 era”, and“ financial.

台灣 臺北市

 Doing fundamental research on global financial market, especially in the macro economy, technology industry, and the global stock market, and also doing quantitative analyze about the economic indicators.  The presentation topics contain “using economic indicator to do investing”, “ US election”, “ How to invest in the Post-Covid 19 era”, and“ financial.

 Tasked with building up a newly structured product, Bond IP, which is composed of a bond and a derivative. Performed simulations which proved Bond IP will enhance both the CTBC’s revenue and clients’ payoff. Completed in-depth research and analysis regarding the global energy supply and demand for the bond investment team.

 Analyzed Asian stock markets such as the Chinese, Hong Kong and Japanese stock market and created daily reports Analyzed the global stock market, bonds and the FX market and created weekly reports for both clients and internal use Helped in writing fund’s sales kits and seasonal-investment-outlook reports. Assisted in solving marketing issues and held.

碩士, 商學研究所, 4/4.3

學士, 經濟系, 3.8/4.3