Asia Research & Engagement (ARE)

Senior Research Analyst

• Managed the portfolio of and established relationships with 3 Japan megabanks since Jun 2022, which include assessment updates, investor engagements, facilitating shareholder proposals & voting analysis 
• Worked with institutional investors (ie. Aviva, Fidelity, LGIM, BCI, Columbia Threadneedle, DNB AM) in analysing potential areas of improvement among target companies and led investor engagements with these companies 
• Published 2 important research pieces (Transition Technologies, Hydrogen) which was lauded by key stakeholder groups and attracted media coverage (ie. Business Times, Eco-Business, Energy Tracker Asia) 
• Led internal landscape study on 8 Asian asset owners & managers on the progress of responsible investment

Research Analyst 

Fullerton Fund Management

- Research & rating >500 portfolio and watchlisted companies
- Supported engagements with target portfolio companies on various ESG issues
- Facilitated classification of Luxembourg portfolios under EU SFDR Article 8
- Led achievement of "Climate Neutral" label for CY2020, which helped position the firm as an SDG-aligned AMC
- Helped build ESG capacity internally by conducting trainings for new investment analysts

Sustainable Investment Analyst

Dr Wealth

- Monthly stock analyses (bottom-up; long only) on companies in the Shanghai, Shenzhen, Hong Kong stock markets
- 43% total returns inception-to-date; sustainably beating benchmarks by almost 2x
- Manages subscription newsletter on Chinese growth stocks - picks returned 7% over China benchmarks (MCHI, GXC) with lower drawdowns during COVID peak in March 2020
- Publishes occasional thought pieces on investments on drwealth.com
- Managed a team of 3 to upkeep and ensure accuracy of the internal stock database
- Upkeep of private portfolio holdings and NAV

Equity Investment Analyst

KHINWAI.COM

I publish my own investment analysis and thoughts on my personal website.

Owner

Singapore Armed Forces (SAF)

- Involved in external and internal audits
- Assisted the Finance Officer with cost controls & budgeting
- Assisted with compliance reporting
- Managed the day-to-day finances of the Brigade
- Oversee and process payments, liaising with external suppliers for large orders (including events)
- Strengthened current internal control and process improvement

Finance Specialist

Zen Invest Solutions

Zen Invest Solutions was founded to provide the solutions and guide you on the path to success with clarity and peace (Zen) in mind. 

At Zen Invest Solutions, we strongly believe in education. Not just any formal or technical education. But instead, investing in unconventional lifelong learning that empowers you with the right knowledge and skills you need to succeed at life.

Founder

DBS Bank

Internal Control Analyst

Singapore Press Holdings

- Sales transactions documentation
- Adspace Bookings

Marketing And Advertising Intern

Ho Khinwai currently works as an analyst at Asia Research & Engagement, an Asia-based investor collective rep. AUM more than US$7 trillion. He has worked with institutional investors (ie. Aviva, Fidelity, LGIM, BCI, Columbia Threadneedle, USS) and led corporate engagements, shareholder proposals and voting analyses with these investors on a portfolio of Japanese megabanks and other companies since Jun 2022.

Previously, Khinwai was an analyst at an Asia-based investment firm (>S$50b AUM), and at a small private fund and education house which looked for profitable investment ideas in China.

Khinwai holds a BBA (Finance) degree and occasionally writes for SumZero and SeekingAlpha.

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Ho Khinwai (Ken)'s Linkedin Analytics

Ho Khinwai (Ken)

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