程淑芬 Sophia CHENG

Chief Investment Officer

Cathay Financial Holdings
Cathay Financial Holdings/Corporate Sustainability Office

Job Title
Chief Investment Officer
PERSONAL BIO

Sophia Cheng, currently serving as the Chief Investment Officer of Cathay Financial Holdings and Chair of the Asia Investor Group on Climate Change (AIGCC), brings nearly three decades of experience in research and investment to her role. In her previous position, she held the esteemed position of Chairman and Head of Research at Merrill Lynch Taiwan.

Widely respected by the government, Sophia has made significant contributions to the financial sector through her research work and active involvement in shaping government policies. Her advocacy extends to areas such as banking reform and tax reform. As a Fellow of the Asia Pacific Industrial Analysis Association and a Board Director of the Taiwan M&A and Private Equity Council, Sophia remains at the forefront of industrial analysis.

Sophia has played a pivotal role in advancing Corporate Sustainability and Responsible Investment in Taiwan, earning her a position as a member of the Taiwan National Sustainable Development Committee. She is currently a member of Future Earth Taipei and serves as a Board Director of the Taiwan Impact Investment Association. Recognized for her outstanding contributions, Sophia has received accolades such as being named 2019 Asia’s Top Sustainability Superwomen, 2021 Global Top 50 Women in Investment Management, and 2022 Taiwan’s Outstanding Corporate Sustainability Professionals.

WORK EXPERIENCE AND AWARDS

Work Experience

  • Chief Investment Officer, Cathay Financial Holdings, Taiwan (2012 - present)
  • Advisory Committee Member, National Development Council, Taiwan (2015 - 2016)
  • Government Affairs Consultant, Executive Yuan, Taiwan (2012 - 2020)
  • Executive Senior Vice President, JihSun Financial Holdings, Taiwan (2010 - 2012)
  • Independent Director, SinoPac Financial Holdings, Taiwan (2009 - 2010)
  • Chairman and Head of Research, Merrill Lynch Global, Taiwan (2000 - 2009)

Achievements

  • Adjunct Professional Expert of National Taiwan University
  • Board Director of Taiwan Impact Investment Association
  • Fellow of Asia Pacific Industrial Analysis Association
  • Member of Taiwan National Sustainable Development Committee
  • Member of Future Earth Taipei
  • Board of Director at Taiwan M&A and Private Equity Council
  • Top 50 Women in Investment Management, Institutional Investor
  • Asia's Top Sustainability Superwomen, CSR Works International 
  • Asia best IR professional/teams – Insurance, Institutional Investor 
EDUCATIONAL BACKGROUND
  • Master in Banking & Finance, Golden Gate University, USA
  • Bachelor in Atmospheric Sciences, National Taiwan University, Taiwan
INSTRUCTION LANGUAGES
  • Mandarin
  • English
Job Positions