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Disclosure Policy

I am a portfolio management professional responsible for portfolio structuring, optimization, asset allocation, and fund due diligence. In this role, I have constructed over 40 U.S. institutional investors’ portfolios, the performance of which has met the investors’ return objectives as well as other constraints. Prior to this position, I worked as an investment banking analyst at Lehman Brothers. I published the book “Alternatives Thinker: Endowment Investment Philosophy to Active Portfolio Management” in 2013. Serving as a guest writer, my weekly column, “Investment Conversations with Chenjiazi”(now “Market Recap with Jiazi”), sponsored by SprinkleBit Holdings Inc., is published on Sunday at 8:00am EST, covering topics of weekly economic update, market recap, outlook, interpretation of global markets and political events, advice on dynamic optimization of asset allocation strategies, and how to adjust asset classes in a portfolio context to actively manage risk.

I maintain this website in an effort to offer investor education. Since the summer of 2013, the website has also functioned as a communication platform for the investors who are looking to investment advisory services. I would like to help the readers and investors to understand the evolution of portfolio construction methodologies, financial products, research revolution in behavioral finance, asset allocation, as well as keep investors up to date what is going on in the financial markets around the world. Readers will find it beneficial, whether from the standpoint of allocating to new investment styles and strategies in order to gain broader diversification or from the standpoint of a specialist needing to better understand the competing options available to sophisticated investors today. What I expect most for the readers and investors to know is that finance, despite its flaws, is a force that potentially can create a better and more prosperous world. Our passion, efforts, and intelligence are needed to achieve this.

This is a personal website organized and edited after work hours. All the investment perspectives and opinions expressed here are purely and entirely my own, based on my portfolio management experience. They do not represent the views of my firm. I do not claim to be nor make an effort to be an expert on any certain topic.

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2 comments on “Disclosure Policy

  1. i just wanted to make a quick comment to say i’m glad i found your website. thanks. %anchor% %anchor% %anchor% %anchor% %anchor%

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