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.

Women in Finance Know Stuff: A Conversation with Linda Zhang, PhD

Purview Investment's Linda Zhang was featured on the first of the Women in Finance Know Stuff interview series, newly launched by Elisabetta Basilico and Tommi Johnsen) in January 2018 in collaboration with Alpha Architect.

Inside ETFs: Zhang On Active ESG Investing - An Interview with Cinthia Murphy

Inside ETFs: Zhang On Active ESG Investing - An Interview with Cinthia Murphy

Watch a video interview of Purview Investment's CEO Linda Zhang by Cinthia Murphy from ETF.com about actively managed ESG ETF solutions at Inside ETFs,2018 in Florida.

Beverly Chandler from ETF Express interviewed Linda Zhang, CEO and the founder of Purview Investments, about the firm's first product launch, Purview Impact Solutions.

Zhang says: “The ESG concept has been relatively slow to catch on in the US compared with Europe. But the demand is rising, with limited full blown ESG ETF managed portfolios in the market. I feel there is a business opportunity and I have a passion and belief in many values represented by the ESG principles.

“I believe our value system evolves.  For the most part of the last 15 years, I have been one of many portfolio managers who focused just on performance.  I realise now that returns should not have to be the only goal.  Many investors look beyond that and want to have a positive influence on the environment and society.  Many people want to satisfy their conscience as well as to meet their investment goals.”

“Protecting the earth is not a political issue.  It’s an economic, generational and personal issue,” Zhang says. “Each one of us needs to think about how we can preserve the earth we all live on.”

Zhang also wants Purview Impact Solutions to represent other values that are important, such as gender diversity in workplace, investing in firms who promote female talents to management and boards. As a co-founder of Women in ETFs, she gets it that diverse opinions lead to better decision making.  

For the full interview, please check the title of this post for the link to the article.

Largest ETF Industry Gathering at Inside ETFs This Coming Sunday

Tomorrow, the largest ETF industry gathering will take place at Hollywood, Florida.  The event typically draws over 2500 attendees around the world, where ETFs issuers, index providers, market makers, data vendors get a chance to pitch directly to the end users, including advisors, family offices, institutional asset owner, ETF strategists and investment managers.  Purview Investments will attend the conference to take the opportunities to engage in in-depth and in-person ETF research.  Many meetings have been scheduled to speak to ETF issuers, index provider and market makers directly regarding ETFs potentially suitable for Purview Impact Solutions and future strategies.  

Purview's CEO Linda Zhang will also attend the annual Women in ETFs (WE) Breakfast, a signature event for the nonprofit.  This sold out event will feature a panel by industry female veterans and executives.  WE was co-founded by five women, including Linda Zhang in 2014.. She will also speak to multiple financial media regarding ETF industry trends, Environmental Social and Governance ETFs, women leadership at the conference.