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Investment officers are like physicians—we take care of our clients, not only of their wealth but also of their well-being, through the science of investing. Dedicated global investment officers ask, listen, empathize, educate, prescribe and treat. We believe the investment officers of the future must be part quant, part technologist, and part ethicist—combining analytical rigor, technological fluency, and principled judgment to serve clients responsibly and sustainably.

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Alternative Investments…

Investment Strategy Under AI Disruption: Fundopedia’s Framework for Navigating the Biggest Capital Cycle of the Digital Era

19 Feb 2026February 19, 2026
AI disruption is often described as a “technology wave.” That framing is too small. What’s unfolding is a re-pricing of time, labor, and competitive advantage across most sectors—and a reallocation…
Artificial Intelligence…

Artificial Intelligence and ESG Investing: From Data Enhancement to Systemic Risk Governance

12 Feb 2026February 12, 2026
Executive Summary Artificial Intelligence (AI) is reshaping capital markets at an unprecedented pace. At the same time, Environmental, Social, and Governance (ESG) investing continues to evolve from values-based screening into…
Asset Allocation…

Spot Bitcoin ETFs Explained: Access and Operational Mechanics

11 Feb 2026February 11, 2026
By design, spot Bitcoin ETFs turn a 24/7, digitally-native asset into a familiar, exchange-traded wrapper. Since the SEC approved the listing and trading of spot bitcoin exchange-traded product (ETP) shares…
Capital Market…

How ERM Disclosures Impact Equity Valuation

26 Jan 2026January 26, 2026
Enterprise risk management (ERM) disclosures are sections of a company’s public reporting that describe how it identifies, assesses, manages, and governs enterprise-wide risks that could materially affect cash flows, financial…
Alternative Investments…

Optimizing Long/Short Strategies in Media & Communications

5 Jan 2026January 5, 2026
As a portfolio manager running a long/short sector sleeve in communications and media—spanning platforms, streaming and content, distributors, telecom/connectivity, adtech and agencies, and publishers—our process emphasizes disciplined risk control and…
Alternative Investments…

Evaluating Gas Companies: Metrics That Matter

3 Dec 2025December 3, 2025
The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…
Alternative Investments…

Portfolio Strategies for Nature-Related Risks

4 Nov 2025November 4, 2025
Ecosystem Services and Their Environmental Impact Ecosystem ServiceEnvironmental RoleWhen Degraded (Environmental Impact)Water purificationWetlands, forests, and soil filter pollutants from freshwaterWater pollution, eutrophication, increased treatment needsPollinationInsects (bees, butterflies), birds, bats fertilize…
Asset Allocation…

Investing in Facilities Services: Fundopedia’s Research Framework

22 Oct 2025October 22, 2025
We have been allocating assets to the commercial and facilities services sector over the past few years. This sector encompasses outsourced services for commercial buildings and infrastructure, with key business…
Capital Market…

Re-Index Voting in M&A Transactions

17 Oct 2025October 17, 2025
“Re-index voting” refers to how index/passive investors exercise voting rights on mergers and acquisitions (M&A) proposals, even though they cannot sell or avoid securities in an index. Active funds can…
Alternative Investments…

Understanding Tokenized Money Market Funds

7 Oct 2025October 7, 2025
A tokenized money market fund (MMF) is a digital representation of ownership in a MMF, issued as a blockchain token, typically on a public or permissioned network. Like traditional MMFs,…
Alternative Investments…

Investor Strategies for Oil & Gas Amid Changing Market Conditions

10 Sep 2025September 10, 2025
As of today, September 10, 2025, Brent trades around $66–67/bbl and WTI near $63/bbl, modestly lifted by geopolitical risks but still range-bound. Market consensus sees slower demand growth alongside rising…
Alternative Investments…

Macro Views and Implications for Private Markets

3 Sep 2025September 3, 2025
Trade Deals Bring More Clarity to 2H25 Macro View I: Trade deal momentum has improved. The US now has a growing share of trade covered by deals, although tariff levels…
Alternative Investments…

Private Markets Insight: Private Credit vs. Private Equity

29 Aug 2025August 29, 2025
Private Markets Update Private Credit Banks are playing a smaller role in credit provision due to regulatory constraints and capital requirements. Private credit has stepped in to fill this gap,…
Asset Allocation…

Saudi Arabia’s Vision 2030: Transforming Investment Strategies

14 Aug 2025August 14, 2025
Saudi Arabia’s investment landscape is being reshaped by Vision 2030, which aims to diversify the economy beyond oil by promoting mega-projects such as NEOM and Red Sea Global, along with…
Alternative Investments…

Key Differences in Economic Trends: 2021-2025 vs 1970s

31 Jul 2025July 31, 2025
Long-Horizon Return Series: GFD, CRSP, Shiller, Bridgewater Global Financial Data (GFD) provides some of the most extensive datasets available, including fixed-income, equity, inflation, and macroeconomic data that date back centuries,…
Africa…

Nigeria and Ghana: Oil Production Insights

24 Jul 2025July 24, 2025
Nigeria Nigeria is a member of OPEC and has historically been Africa’s largest crude oil producer. The country possesses over 37 billion barrels of proven oil reserves and more than…
Artificial Intelligence…

Model Portfolios in 2025: Key Trends, Structures, and Market Dynamics

21 Jul 2025August 28, 2025
Model portfolios—centrally managed investment strategies used by financial advisors—have seen notable evolution in 2025, driven by technology, regulatory shifts, fee pressures, and personalization demand. Key Trends in 2025 Increased Adoption…
Alternative Investments…

Maximizing Portfolio Efficiency with Stablecoins

10 Jun 2025June 10, 2025
Stablecoins are increasingly being used for cash management and liquidity optimization, acting as a substitute for traditional money market instruments. Their main advantage is the faster settlement times and the…
Alternative Investments…

Impact of 2025 U.S. Energy Policy on Investor Sentiment

2 Jun 2025June 2, 2025
The Trump administration's energy policy shift in 2025 has significantly impacted investor sentiment and energy deal flow in the U.S., creating a complex landscape characterized by both enthusiasm and uncertainty.…
Alternative Investments…

Top BDCs: Comparing Dividend Yields and Credit Quality

5 May 2025
A Business Development Company (BDC) is a closed-end investment vehicle established by the U.S. Congress in 1980 to enhance capital access for small and mid-sized businesses. Structure: Public or Private…
Alternative Investments…

Private Credit Insights: The Rise of Asset-Backed Finance

24 Apr 2025
In private credit, asset-backed finance (ABF) involves lending against a pool of tangible or financial assets without going through public securitization markets. Instead of issuing securities broadly, these deals are…
Alternative Investments…

Unlocking Profit in Sports: Investment Strategies Revealed

11 Apr 2025April 13, 2025
Sports investing has seen significant growth in recent years as franchises, leagues, media rights, and brand-driven businesses (such as sports apparel and streaming) increase in value. What was once limited…
Artificial Intelligence…

AI-Powered Stock Forecasting Model in Vietnam

26 Mar 2025March 27, 2025
The goal of our quantitative model is to predict short-to-medium-term stock price direction and risk-adjusted return potential. We combine top-down macro views with bottom-up stock selection, enhanced by data-driven and…
Alternative Investments…

Global Macro Hedge Fund Strategies and Forecasting Models

18 Mar 2025March 19, 2025
Global macro investing involves the analysis of macro trends such as economic cycles, central bank policies, geopolitical events, and capital flows to generate alpha across various asset classes. Our approach…
Asset Allocation…

America First Investment Policy

6 Mar 2025
The "America First Investment Policy," introduced by the Trump administration on February 21, 2025, aims to reshape the U.S. approach to foreign investments by balancing openness with national security considerations.…
Alternative Investments…

Transforming European Real Estate: Trends and Investment Insights

4 Mar 2025March 5, 2025
The European real estate investment landscape is rapidly transforming due to the economic conditions, demographic shifts, technological advancements, and sustainability regulations. Key Macroeconomic Factors Influencing the Market: Inflation and Interest…
Capital Market…

Active ETFs in Small-Cap Equities and Alpha Protection

20 Feb 2025February 21, 2025
Investment Process Managing an active ETF in small-cap equities presents unique challenges due to liquidity constraints, volatility, and information asymmetry. Unlike passive ETFs that track an index, active small-cap ETFs…
Alternative Investments…

Deregulation’s Role in the Growth of Private Credit ETFs

13 Feb 2025February 13, 2025
In 2025, the U.S. administration under President Trump is expected to implement deregulatory measures that may significantly impact the private credit sector. The administration could reconsider existing financial regulations, potentially…
Alternative Investments…

Innovations Driving the Private Credit Landscape

13 Jan 2025January 13, 2025
The global private credit market is experiencing significant expansion and transformation, creating new investment opportunities while also posing regulatory and risk management challenges that stakeholders must carefully navigate. As of…
Fixed Income…

Impact of Regulations on CLO Markets

19 Dec 2024
Collateralized loan obligations (CLOs) are structured financial instruments that pool together leveraged loans, which are typically made to companies with lower credit ratings. These loans are bundled, securitized, and sold…

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Fundopedia maintains the Insights page to offer investor education. All the investment perspectives and subject-matter opinions expressed here are purely and entirely by Fundopedia and Dr. Chenjiazi Zhong, founder of Fundopedia, based on firsthand portfolio-management experience. Fundopedia does not claim to be nor make an effort to be an expert on any certain topic.

 

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