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Category: Private Wealth

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…
Asset Allocation…

Target-Date Funds: Find a More Secure Path to Retirement

9 Jun 2014June 9, 2014
Asset allocation determines the blend of investments in each portfolio; the process seeks to maximize value based on one’s time horizon and tolerance for risk. A target-date fund offers specific…
Alternative Investments…

Alternative Investments of 2013: Bitcoin, Yu’ebao, Tourmaline 比特币 余额宝 碧玺

3 Feb 2014February 10, 2014
Innovation almost always comes first with  alternative investments, even if a type of alternative asset class may sound bizarre to conventional investors. Looking back at the year of 2013, many…
Asset Allocation…

Strategic Asset Allocation for Individual Investors

4 Jan 2014
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…
Alternative Investments…

Passion Investments: Another Smart Choice for HNWIs

22 Dec 2013December 22, 2013
The 2013 World Wealth Report indicates that investor confidence in the wealth management industry has improved, and the level of trust in asset managers has risen slightly compared to the previous period.…
Asset Allocation…

Enhancing Performance via Tax Structuring

30 Nov 2013December 6, 2013
Astute management of investment-related taxes is a critical piece throughout the portfolio management process; tax consequences severely diminish investors’ spending power and long-term return. For wealthy families and individuals, the…
Alternative Investments…

Investments of Passion – Investments of Love (II) 收藏品投资

23 Jul 2013July 24, 2013
The 2013 World Wealth Report was released earlier this summer. Here are some of the highlights: Investor confidence in the wealth management industry has improved, and the level of trust…
Alternative Investments…

Passion Investments – Investments of Love (I)

25 Jun 2012March 28, 2025
It may be necessary to mention the section of high net worth individuals (HNWIs) in The 2012 World Wealth Report*(please see below re the Methodology) first, which was released on…

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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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