Investment Insights

Purview Investment New Year Open Letter to Clients - Lighten Your Investment's Carbon Footprint, December 31, 2018

Purview Investment New Year Open Letter to Clients - Lighten Your Investment's Carbon Footprint, December 31, 2018

In an open letter to clients, Linda Zhang, founder and CIO of Purview investments thanks the clients for being early supporters of Purview’s nearly one-year old product, Purview Impact Solutions. She calls for one more New Year resolution for 2019: spread the words of reducing carbon footprints of investments to fight for climate change.

What does Vanguard's entry to ESG ETFs mean to the industry? Purview's Linda Zhang was interviewed by ETF Advisor Magazine, June 27, 2018

ETF Advisor Magazine spoke to Purview’s Linda Zhang on the state of ESG ETF space in the U.S. - the leaders and leading products available to investors.

Purview Publication: "Leveraged ETFs: Are You Prepared for the Volatility Jumps? Global Perspectives on the Short-Term versus Longer-Term Risk Profiles", Journal of Index Investing, Summer 2018

Purview's Linda Zhang published a research paper on Journal of Index Investing. She conducted a comprehensive empirical study on the short-term risk behavior of leveraged ETF products.  She extended her research beyond the U.S. markets to countries where leveraged ETFs are listed. 

Purview Research Published: "How ESG Principles Impact Mainstream Investing", ETF Advisor Magazine, May 1, 2018

Purview Research Published: "How ESG Principles Impact Mainstream Investing", ETF Advisor Magazine, May 1, 2018

Purview’s Linda Zhang published on ETF Advisor, on why ALL investors, ESG focused or not, should understand the how ESG principles, technology shifts and global regulatory change are impacting investment portfolios.

Purview Investments CEO, Linda Zhang was featured on "Potential Trade War Worries Advisors", by Lara Crigger at ETF.com, April 9, 2018

Lara Crigger at ETF.com has featured five investment advisors from various regions in the country, including Purview's Linda Zhang on investment outlook for the second half of 2018. Zhang pointed out the impact of trade war on capital market may be underestimated.

ETF Research Insight: Facebook, Corporate Governance, Impact of ESG Investing

ETF Research Insight: Facebook, Corporate Governance, Impact of ESG Investing

One of the tech giants, Facebook just lost over 20% of its market valuation since its recent peak on 2/1/2018.  Please read this analysis by Linda Zhang, CEO of Purview Investments, addressing the role of corporate governance in investment process framework.  Find out which ETFs, ESG inclined or not, have the most exposure to Facebook stock fluctuations.

Disclosure:  This paper is a research piece.  It does NOT represent the investment advice from the author about Facebook, nor the ETFs mentioned in the article.