Investment management professionals 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 investment-management professionals ask, listen, empathize, educate, prescribe and treat.

DR.CHENJIAZI ZHONG

January 2014

January 4, 2014

Strategic Asset Allocation for Individual Investors

Strategic asset allocation is pivotal in executing investment plans. In developing strategic asset allocation, investors establish and specify their desired exposures systematic risk. Groups of assets of the same type are theoretically homogeneous in reflecting a certain set of systematic factors, and different groups of assets have different exposures to factors. The process integrates their financial… Continue reading

Asset Allocation, Portfolio Management, Private Wealth, Risk Management
January 4, 2014

Real Estate Market – January 4, 2014

The total number of U.S. residents who signed contracts to buy existing homes was essentially unchanged in the fourth quarter of 2013, suggesting home sales are stabilizing after several months of declines. However, the calendar-year figure of Americans’ applying for mortgages to purchase residential properties fell to an almost 13-year low in the last week… Continue reading

Alternative Investments, Market Commentary, Real Assets, Real Estate

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