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Wallace is a passionate enabler, and the ESG product manager at TDCC since 2018. With 4-year dedication to this field, he has developed ESG investment solutions which are widely used by market participants. As a passionate partnership builder, day to day he talks to and works closely with users, vendors, regulators and other stakeholders.

In 2022 he spent much time ensuring the development of the TDCC ESG product team, a small team of three, through coaching, training, and leadership development. He participated in most ESG-related steering committees, contributing to the development of high-level ESG strategies in Taiwan.

He joined TDCC in 2014 as a Corporate Strategy Associate specializing in fintech regulations. He earned a Master degree in intellectual property, a Bachelor degree in law, and another Bachelor degree in Finance, from National Chengchi University, Taiwan.


Taiwan Depository & Clearing Corporation
Taiwan Depository & Clearing CorporationTaiwan Depository & Clearing Corporation
��¾ �P 11 �~ 1 �Ӥ��¾ �P 11 �~ 1 �Ӥ�

Assistant Manager | Issuer Services Department Assistant Manager | Issuer Services Department 
2024�~5�� - �{�b �P 1 �~ 7 �Ӥ�2024�~5�� �ܤ� �P 1 �~ 7 �Ӥ�
Senior Associate | ESG Product Manager Senior Associate | ESG Product Manager 
2017�~11�� - 2024�~4�� �P 6 �~ 6 �Ӥ�2017�~11�� �� 2024�~4�� �P 6 �~ 6 �Ӥ�
            --Develop web-based ESG solutions that involve multiple data sources and align with the regulator's expectations
            --Develop the team to implement the product roadmap and marketing, especially focusing on expanding partnerships with international stakeholders
            --Communicate with companies and investors on rating methodology and strategies; with the regulator and the exchange on market practices
            --Provide insights on proxy voting, from voting policies, investors' expectations and detailed process to the regulator, companies and other stakeholders

            Worthy to Note
            --The solutions have been widely used by hundreds of domestic institutional users
            --Provided advisory opinions to more than 100 companies, and frequently spoke before domestic and regional conferences and webinars, including delivering a speech before foreign stock exchanges
            --Built up cooperation between all major ESG rating agencies and proxy advisors globally
            --Be appointed by the regulator to lead projects to draft national voting benchmark policy and code of conduct for domestic ESG rating providers

            Reported by "Moral Money" column in Financial Times | Taiwan research paper by Fitch Ratings | Regulatory update by ICI global | and several trade media

               Associate | Corporate StrategyAssociate | Corporate Strategy
    2014�~11�� - 2017�~10�� �P 3 �~2014�~11�� �� 2017�~10�� �P 3 �~
            --Organize and oversee the Company��s research projects. Several working papers were published in the Company��s magazine.
            --Manage public relation affairs with domestic stakeholders--Organize and oversee the Company��s research projects. Several working papers were published in the Company��s magazine. --Manage public relation affairs with domestic stakeholders

Research Assistant | Graduate Student
Research Assistant | Graduate StudentResearch Assistant | Graduate Student
Taiwan Securities Association (TSA) | Taiwan Depository & Clearing Corporation (TDCC) ��¾Taiwan Securities Association (TSA) | Taiwan Depository & Clearing Corporation (TDCC) ��¾ 2013�~1�� - 2013�~12�� �P 1 �~2013�~1�� �� 2013�~12�� �P 1 �~

        2013 | Taiwan Securities Association (TSA)
        Research Project " Rational Segmentation of Self-discipline, Heteronomy and Corporate Governance Mechanism��

        --Responsible for summarizing cases from U.S. Court of Appeal about whether ��Double Jeopardy�� apply to securities companies and legal nature of sanctions decided by SEC, stock exchange, and regulatory authorities

        2013 | Taiwan Depository & Clearing Corporation
        Research Project "Principles and Problems to Virtual Shareholder Meetings��

        --Independently responsible for comprehensive research of laws, cases and corporate practice for shareholder meetings and proxy vote in Japan, compared and analyzed potential problems to adopt virtual meetings in Taiwan.