DR.CHENJIAZI ZHONG

May 15, 2023

Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors

A trust is a fiduciary arrangement that allows a third party or trustee to execute fiduciary functions on behalf of the beneficiaries. Under the traditional trust model, a trust names one trustee to perform investment management, trust distributions and all administrative responsibilities of the trust. In another word, nearly all decisions surrounding the trust are… Continue reading

Portfolio Management, Private Wealth

directed trust, trust, trustee, wealth planning
May 11, 2023

ESG in the Oil and Gas Industry

When investing in oil companies, ESG factors are taken into account to assess the company’s sustainability and long-term prospects. Some of the most important ESG-related drivers/indicators for oil companies are: MSCI Indicators for Peer Comparison: Environmental (Climate Change): Envrionmental (Natural Capital): Environmental (Pollution & Waste): Social (Human Capital): Social (Product Liability): Social (Stakeholder Opposition): Governance (Corporate Behavior):… Continue reading

Alternative Investments, ESG, Socially Impact Investing

ESG, gas, oil, Portfolio Management
April 19, 2023

Transition Finance and Transition Bonds

Transition finance refers to any form of financial support that helps high-carbon companies start to implement long-term changes to become greener. Transition finance bridges the gap between traditional and sustainable financing as businesses begin the journey to net zero. Sustainable finance has a tremendous impact on the development of clean technologies such as wind and… Continue reading

Portfolio Management, Socially Impact Investing

ESG, responsible investing, transition bonds, transition finance
April 18, 2023

Digital Assets for Portfolio Allocation

Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When considering digital assets for portfolio allocation, it’s important to keep in mind that they are highly volatile and speculative in nature, and should be approached… Continue reading

Alternative Investments, Asset Allocation, Portfolio Management

Asset Allocation, cryptocurrencies, digital assets, Portfolio Management, virtual currencies
April 17, 2023

Software-Defined Vehicles: The Impacts Across the Automotive Ecosystem

A software-defined vehicle (SDV) refers to any vehicle that manages its operations, adds functionality and enables new features primarily or entirely through software. In the electric vehicle (EV) market, with the electrical/electronic architecture being a more centralized system, the vehicles are treated more like a modern computer system with a CPU brain that controls all… Continue reading

Portfolio Management

OEM, Original Equipment Manufacturer, SDV, Software-Defined Vehicle
February 27, 2023

Valuation of Insurance Brokerages

Insurance brokers act as intermediaries between insurance companies and insurance buyers. Although insurance brokers perform many of the same functions as insurance agents, they differ in that they act in the interest of insurance buyers, who are looking for a suitable policy at a price they can afford. Unlike insurance agents, insurance brokers have no… Continue reading

Global Equity, Value Equity

insurance broker, insurance brokerage, valuation
February 5, 2023

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun’s energy are expected to drive global temperatures above 1.5 degrees Celsius (°C) or 2.7 degrees Fahrenheit within the next decade (Diffenbaugh & Barnes, 2023; Valone & Panting, 2019). Latest evidence using artificial intelligence (AI)… Continue reading

Alternative Investments, ESG, Portfolio Management, Socially Impact Investing

1.5 degrees, climate goal, climate investing, climate-aware investing, ESG, Paris Agreement, Portfolio Management
February 1, 2023

Clean Technology Investment Solutions

Energy consumption is the largest source of greenhouse gas (GHG) emissions globally. This includes fuel combustion for transportation and the generation of heat and electricity. Therefore, carbon capture has become a significant part of the transition to achieve net-zero emissions. To achieve such climate goals and targets by 2050, annual capital expenditures across renewables, electrification,… Continue reading

Alternative Investments, ESG, Portfolio Management, Risk Management, Socially Impact Investing

cleantech, Diversification, ESG, Portfolio Management
November 15, 2022

ESG Initiatives in the Steel Sector

Steel is one of the most sustainable materials in the world; however, decarbonizing remains a challenge because the steel industry is accounting for approximately 8% of total greenhouse gas (GHG) emissions. Investors are supporting the efforts to limit global warming to well below 2°C above pre-industrial levels in order to deliver the goals of the Paris… Continue reading

Socially Impact Investing

ESG
October 11, 2022

US Purchasing Power, Inflation and Unemployment

US consumers powered the recovery following the pandemic but high gasoline and energy prices and food and housing costs have eroded their purchasing power. Real consumption spending accelerated to 7.9% in 2021 but may ease to 2% in 2022, and then to 1% in 2023. There are already signs of an economic slowdown globally; other… Continue reading

Market Commentary

GDP growth, Inflation, purchasing power, unemployment, US economy

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