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Author: Dr. Chenjiazi Zhong

Dr. Chenjiazi Zhong is the founder of Fundopedia, an independent global outsourced CIO and investment firm that provides customized investment solutions to investors.
Alternative Investments…

Industrial Properties and Logistics Real Estate

6 Nov 2023September 19, 2024
The industrial properties and logistics real estate sectors are critical components of the global real estate market. Industrial properties include manufacturing plants, research and development (R&D) facilities, multi-use industrial parks,…
Equity…

Patient Engagement in the Pharmaceutical Industry and Investor Perception

13 Oct 2023September 19, 2024
Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…
Capital Market…

Perspective on the Situation in the Middle East and Investment Implications

9 Oct 2023September 19, 2024
The situation between Israel and the Palestinian territories, particularly the Gaza Strip governed by Hamas, is one of the most protracted and contentious conflicts in the world. The recent escalations,…
Asset Allocation…

Healthcare Investments in Asia

9 Oct 2023September 19, 2024
The key macro drivers for healthcare investments in various countries in Asia include demographics, economic growth, healthcare infrastructure, government policies and regulations, technological advancements, disease prevalence, insurance penetration, cultural factors,…
Alternative Investments…

Securities Lending

5 Sep 2023September 19, 2024
Securities lending is a common practice in the financial markets where securities, typically stocks or bonds, are temporarily transferred from one party (the lender) to another (the borrower). At Fundopedia,…
Asset Allocation…

Fixed-Income Strategy: Implications from Recent Events

16 Aug 2023September 19, 2024
In the US, rates markets continue to take center stage with the Treasury curve bear steepening in recent weeks. Yields on the 10-year and 30-year Treasuries reached new year-to-date highs…
Capital Market…

Investment Outlook Third Quarter 2023

25 Jul 2023September 19, 2024
The S&P 500 had a strong performance in the first half of 2023, gaining more than 6% in June and nearly 16% heading into the third quarter. Despite potential vulnerabilities,…
Artificial Intelligence…

Generative AI Applications and Solutions: A View from Asset Management

17 Jul 2023September 19, 2024
Generative AI, a branch of AI that involves generating new data, content, or media, has found applications in the asset management industry. At Fundopedia, we started building different generative AI…
Green Investing…

Climate Investment Theme: Renewable Energy Investments

13 Jul 2023September 19, 2024
Renewable energy investments offer a range of opportunities for investors seeking to support clean energy generation and capitalize on the transition to a sustainable energy future. Key investment opportunities and…
Portfolio Management…

ESG Assessment of Cement Companies

11 Jul 2023September 19, 2024
When evaluating cement companies, the weighting of financial performance and ESG factors can vary depending on the specific investment strategy, goals and priorities of the asset manager. There is no…
Energy…

Energy Transition Funds

19 Jun 2023September 19, 2024
Early-stage energy transition funds are investment vehicles that focus on financing and supporting early-stage projects in the energy transition sector. These funds aim to drive innovation, accelerate the deployment of…
Sustainable Investing

Asset Management Request for Proposals

17 Jun 2023September 19, 2024
Requests for Proposal (RFPs) play a significant role in the asset management industry. Asset management firms, institutional investors and other clients often use RFPs to solicit information and proposals from…
Capital Market

Colocation Services

29 May 2023September 19, 2024
Colocation services, in the context of technology and datacenters, refer to the practice of housing servers, network equipment and other IT infrastructure in a third-party data center facility. Colocation is…
Alternative Investments…

ESG in the Oil and Gas Industry

11 May 2023September 19, 2024
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:…
Portfolio Management…

Transition Finance and Transition Bonds

19 Apr 2023September 19, 2024
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…
Alternative Investments…

Digital Assets for Portfolio Allocation

18 Apr 2023September 19, 2024
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…
Portfolio Management

Software-Defined Vehicles: The Impacts Across the Automotive Ecosystem

17 Apr 2023September 19, 2024
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…
Equity…

Valuation of Insurance Brokerages

27 Feb 2023September 19, 2024
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…
Alternative Investments…

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

5 Feb 2023June 27, 2024
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…
Alternative Investments…

Clean Technology Investment Solutions

1 Feb 2023June 27, 2024
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…
Socially Responsible Investing

ESG Initiatives in the Steel Sector

15 Nov 2022June 28, 2024
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)…
Market Commentary

US Purchasing Power, Inflation and Unemployment

11 Oct 2022June 28, 2024
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%…
Investment Vehicle

Collective Investment Trusts 

13 Sep 2022June 28, 2024
A collective investment trust (CIT), also known as a collective investment fund, is a group of pooled accounts held by a bank or trust company. CITs operate like other pooled…
Alternative Investments…

Investment in Carbon Capture and Storage

10 Aug 2022August 5, 2024
Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are…
Asset Allocation…

Positioning Portfolios for An Environment of High Inflation

27 Jul 2022August 5, 2024
Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios…
Asset Allocation…

What You Need to Know About Inflation

22 Jul 2022August 5, 2024
High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even…
Portfolio Management…

Climate-Focused Portfolio Approaches

28 Apr 2022September 18, 2024
Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy,…
Commodities…

Uncertainty Clouds the Outlook

24 Mar 2022September 18, 2024
An anti-goldilocks economy refers to the global economy where policymakers are confronted with a stagflationary supply shock, which is negative for growth and will tend to push up inflation further.…
Emerging Markets

Rising COVID-19 Infections in China in March

18 Mar 2022October 31, 2024
The COVID-19 infections in China have increased dramatically in March and may continue to rise in the coming days. Shenzhen, Dongguan, and Changchun, have been locked down for over a…
Equity…

Value Discount

21 Feb 2022October 31, 2024
Value stocks outperformed through mid-February this year as investors repriced expensive growth stocks. Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies with…

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Awards & Recognition

Fundopedia has been recognized by Wealth & Finance International as the Best Global OCIO & Investment Strategy Firm 2025. View Awards on Wealth & Finance

Dr. Chenjiazi Zhong has been honored by Wealth & Finance International as the Global Investment Strategy Innovator of the Year 2025. View Awards on Wealth & Finance

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