Linda Z
Best New ESG ETF Award went to ECOZ, ...

The annual ETF.com award just concluded. In the Best New ESG ETF category, the climate impact ESG ETF, ticker ECOZ, took the award among five nominees, including products from Blackrock, Vanguard and JP Morgan. This is a pleasant surprise to both the ETF issuer, a start-up TrueShares and its subadvisor Purview Investment, a 100% women owned and run firm. As the lead portfolio manager for ECOZ and the founder of Purview Investments, Dr. Linda Zhang commented: “It’s particularly humbling to win the award against industry giants. It proves that there is still room to stand out for climate and ESG specialty firms.”

She also commented on what this win means for climate ESG investing, and women portfolio managers in the industry.

Find more about $ECOZ, https://truesharesetfs.com/ecoz

Follow Purview’s research, www.purviewinvestments.com. linkedin.com/in/linda-zhang-purview

Best New ESG ETF Award went to ECOZ, sub-advised by Purview Investments!
Linda Z
Back to Bloomberg TV, Linda Zhang of Purview ...

(Segment time starts at 26:15) Purview’s Linda Zhang was invited back to Bloomberg TV to discuss the new US/China relations under Biden/Xi, challenges and opportunities to collaborate on climate initiatives, public health crisis management, and the investment trends in economic transformation toward carbon neutral economy.

Back to Bloomberg TV, Linda Zhang of Purview Investments on US/China Relations under Biden and Green Investment Opportunities, February 11, 2021 (Segment starts at 26:15)
Linda Z
"The Rise of Electric Transportation", by Linda ...

The auto industry is transforming rapidly from fossil fuel combustion to electrification. China leads by far in terms of EV adoption and related infrastructure building. Europe is catching up quickly. The U.S. is likely to accelerate its pace in this transformation under the Biden’s administration’s climate initiatives. This investment research publication examines, globally, how public policies, private sector innovations and the rising demand for EV provide a solid backdrop for a massive capital allocation to the transformation of the auto and related industries.

Please check out another investment research paper under this series, “The Rise of Renewable Energy”, by Linda Zhang, October 29, 2020.

Disclosure: Dr. Linda Zhang is the portfolio manager for climate resilient low-carbon ESG ETF, ticker ECOZ. Linda is the founder , CEO of Purview Investments, a subadvisor for ECOZ. The views in this paper are not meant for investment advices, nor for investment endorsements for specific companies.

"The Rise of Electric Transportation", by Linda H Zhang of Purview Investments, PM Investment Research Series, December 28, 2020
Linda Z
"The Rise of Renewable Energy - Electrification ...

With the U.S. election just a few days away, Linda Zhang of Purview Investments published her research on the renewable energy, an investment topic that also highlights one of the deepest policy divide between the two candidates. Linda is the portfolio manager of an exchange traded fund, ticker ECOZ, a low-carbon ESG exchange traded fund by TrueShares, sub-advised by Purview Investments. This is part of the portfolio manager investment insights series about long-term investment trends. The series dig deeper into several key industry transitions toward a net-zero emission and ESG aligned economy. These transition trends guide our long-term investment thinking in managing ECOZ.

"The Rise of Renewable Energy - Electrification of the Economy", a PM research series by Linda Zhang, Purview Investment, October 29, 2020
Linda Z
Five Essentials of Investing - Authority ...

Purview Investment’s Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. This interview turned out to be much more than that. Career pivot, idols, love, loss and solving climate crisis and social equity issues with the power of investing.

Five Essentials of Investing - Authority Magazine featured Purview's Zhang in their expert series of investment advice to young generation, October 20, 2020

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.

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.