Ann Chang
CEO, KGI SITE
Achievements
Ann joined KGI Asset Management in Feb. 2018, and has initiated a 3-year transformation plan. In three years, KGI AM's on-shore mutual fund AUM (Asset Under Management) has grown exponentially by 25 times and reached NT$180 billion, and the company's market ranking has risen from 31st to the 8th place in mid-2019. Ann leads KGI SITE to win the "16th Golden Goblet - The Best Asset Management Award" in Sept. 2021. KGI Site has become a wholly-owned subsidiary of CDF since July 2023.
Career Highlights
Executive Vice President and Chief Marketing Officer
Nomura Asset Management, Taiwan
Executive Vice President and Chief Marketing Officer
ING Asset Management Taiwan
Vice President and Investment Director
JPMorgan Asset Management Taiwan
"We aim to become the investors' investment partner by providing a variety of funds, investment solutions and innovative marketing-tech to meet clients' investment needs."
Education & Honors
Baruch College of CUNY, US
MBA in Finance
The 16th Golden Goblet
The Best Asset Manager Award
Key Experiences
Nearly 30-year in Financial Industry; Well-Experienced in AM Industry
· Working experience in asset management industry (1998-2021): CEO, CMO, Chief Strategy Officer, CIO, Investment Marketing Head, Investment Director, Fund Manager in KGI AM, Nomura AM, ING AM, Fidelity AM and JPM AM respectively. Business Strategy (Plan, Communication & Execution)
· Key Role & Responsibilities in AM industry
Business Strategy - Planning, Communication and Execution;
Brand Strategy & Marketing Communication Plan - Branding & Product Campaigns
Product Strategy & Investment Management - Product Design, Portfolio Construction & Investment Risk Management ;
· 7-year Working Experience as Equity Research Analyst (Capital, HG Asia, ABN AMRO)
· Key Role & Responsibilities in AM industry
Business Strategy - Planning, Communication and Execution;
Brand Strategy & Marketing Communication Plan - Branding & Product Campaigns
Product Strategy & Investment Management - Product Design, Portfolio Construction & Investment Risk Management ;
· 7-year Working Experience as Equity Research Analyst (Capital, HG Asia, ABN AMRO)
MEET Our Chairman
Su-Kuo Huang