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 tracking error. I also support the business of product development, and collaborate with some 1st tier investment banks or fund houses to generate more than 10 new product ideas, such as Morgan Stanley, DWS, Priciple, EFG…and so on. Most importantly, I will launch a new product in 2Q24.

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 tracking error. I also support the business of product development, and collaborate with some 1st tier investment banks or fund houses to generate more than 10 new product ideas, such as Morgan Stanley, DWS, Priciple, EFG…and so on.

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 management” and so on. There are more than 10 speeches and countless internal or outside presentation experiences I have. Besides, I also made a financial live show on Youtube at 2021/4/29, the topic is “ how to invest in the AI Industry”.

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 management” and so on. There are more than 10 speeches and countless internal or outside presentation experiences I have. Besides, I also made a financial live show on Youtube at 2021/4/29, the topic is “ how to invest in the AI Industry”.

 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 press conferences.

碩士, 商學研究所, 4/4.3

學士, 經濟系, 3.8/4.3