Purview Investments

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.