Monica Fan
About Monica Fan
Monica Fan serves as the Managing Director and Head of Global Consultant Relations at UBS, where she has worked since 2016. With extensive experience in the financial sector, she has held various leadership roles and is recognized for her expertise in technology and data application in institutional investments.
Work at UBS
Monica Fan has served as Managing Director and Head of Global Consultant Relations at UBS since 2016. In this role, she focuses on enhancing investment decisions by optimizing the delivery of manager data to consultants and asset owners. Her responsibilities include acting as a strategic partner to investment consultants, asset owners, and investment managers, ensuring effective communication and collaboration within the investment community.
Current Involvement in eVestment
Since 2021, Monica Fan has been an Inaugural Board Member of the Asset Manager Forum at eVestment. This position allows her to contribute to discussions and initiatives that shape the asset management industry. Her involvement reflects her commitment to advancing the institutional investment market and leveraging technology and data for improved outcomes.
Professional Background
Monica Fan has an extensive professional background in the financial services sector. She has held various senior roles, including Vice President and Head of Currency Product Strategy at State Street Global Advisors, and Director of Consultant Relations EMEA at BNY Mellon. Her experience spans multiple regions, including London, Sydney, and Singapore, and includes positions at notable firms such as J.P. Morgan, Russell Investments, and Millennium Global Investments Limited.
Education and Expertise
Monica Fan holds a Bachelor’s degree in Economics (Honours) from the University of Sydney, where she received the Monetary Economics Prize. She also earned a Master’s degree in Applied Finance with a focus on Portfolio Management from Macquarie University. Her educational background supports her recognized expertise in applying technology and data within the institutional investment market.
Achievements and Contributions
Monica Fan is recognized for her contributions to building sustainable, high-performing businesses with diverse talent. Her focus on enhancing investment decisions through optimal data delivery has positioned her as a key figure in the investment consulting landscape. Additionally, her leadership roles, including her tenure as Chair of Pension Trustees at The Tavistock Institute of Human Relations, demonstrate her commitment to governance and responsible investment practices.