Linda Z
Best New ESG ETF Award went to ECOZ, ...

The annual ETF.com award just concluded. In the Best New ESG ETF category, the climate impact ESG ETF, ticker ECOZ, took the award among five nominees, including products from Blackrock, Vanguard and JP Morgan. This is a pleasant surprise to both the ETF issuer, a start-up TrueShares and its subadvisor Purview Investment, a 100% women owned and run firm. As the lead portfolio manager for ECOZ and the founder of Purview Investments, Dr. Linda Zhang commented: “It’s particularly humbling to win the award against industry giants. It proves that there is still room to stand out for climate and ESG specialty firms.”

She also commented on what this win means for climate ESG investing, and women portfolio managers in the industry.

Find more about $ECOZ, https://truesharesetfs.com/ecoz

Follow Purview’s research, www.purviewinvestments.com. linkedin.com/in/linda-zhang-purview

Best New ESG ETF Award went to ECOZ, sub-advised by Purview Investments!
Linda Z
Back to Bloomberg TV, Linda Zhang of Purview ...

(Segment time starts at 26:15) Purview’s Linda Zhang was invited back to Bloomberg TV to discuss the new US/China relations under Biden/Xi, challenges and opportunities to collaborate on climate initiatives, public health crisis management, and the investment trends in economic transformation toward carbon neutral economy.

Back to Bloomberg TV, Linda Zhang of Purview Investments on US/China Relations under Biden and Green Investment Opportunities, February 11, 2021 (Segment starts at 26:15)
Linda Z
"The Rise of Electric Transportation", by Linda ...

The auto industry is transforming rapidly from fossil fuel combustion to electrification. China leads by far in terms of EV adoption and related infrastructure building. Europe is catching up quickly. The U.S. is likely to accelerate its pace in this transformation under the Biden’s administration’s climate initiatives. This investment research publication examines, globally, how public policies, private sector innovations and the rising demand for EV provide a solid backdrop for a massive capital allocation to the transformation of the auto and related industries.

Please check out another investment research paper under this series, “The Rise of Renewable Energy”, by Linda Zhang, October 29, 2020.

Disclosure: Dr. Linda Zhang is the portfolio manager for climate resilient low-carbon ESG ETF, ticker ECOZ. Linda is the founder , CEO of Purview Investments, a subadvisor for ECOZ. The views in this paper are not meant for investment advices, nor for investment endorsements for specific companies.

"The Rise of Electric Transportation", by Linda H Zhang of Purview Investments, PM Investment Research Series, December 28, 2020
Linda Z
"The Rise of Renewable Energy - Electrification ...

With the U.S. election just a few days away, Linda Zhang of Purview Investments published her research on the renewable energy, an investment topic that also highlights one of the deepest policy divide between the two candidates. Linda is the portfolio manager of an exchange traded fund, ticker ECOZ, a low-carbon ESG exchange traded fund by TrueShares, sub-advised by Purview Investments. This is part of the portfolio manager investment insights series about long-term investment trends. The series dig deeper into several key industry transitions toward a net-zero emission and ESG aligned economy. These transition trends guide our long-term investment thinking in managing ECOZ.

"The Rise of Renewable Energy - Electrification of the Economy", a PM research series by Linda Zhang, Purview Investment, October 29, 2020
Linda Z
Five Essentials of Investing - Authority ...

Purview Investment’s Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. This interview turned out to be much more than that. Career pivot, idols, love, loss and solving climate crisis and social equity issues with the power of investing.

Five Essentials of Investing - Authority Magazine featured Purview's Zhang in their expert series of investment advice to young generation, October 20, 2020

Investment Insights

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"ESG ETFS: WEATHERING EPIC MARKET TURBULENCES" , a whitepaper by Linda Zhang, Purview Investments, May 11, 2020

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In a recent research paper, Linda Zhang of Purview Investments studied the ESG ETFs resilence during this pandemic era. She pointed out that many investment themes consistent with climate resilience and other ESG movements in industry transitions across many sectors are likely to sustain beyond the pandemic. She also suggested for blending actively managed product with passive products in a portfolio for bigger ESG impact and potentially enhancing risk and return reward over the long run. Purview is the subadvisor for a transparent active ETF, TrueMark ESG Active Opportunities, launched on NYSE on March 2, 2020.

For article: https://www.true-shares.com/resource

For more information on ECOZ, click https://www.true-shares.com/ecoz

For more information about Purview Investments products and research, click www.purviewinvestments.com

Purview Investment New Year Open Letter to Clients - Lighten Your Investment's Carbon Footprint, December 31, 2018

Purview Investment New Year Open Letter to Clients - Lighten Your Investment's Carbon Footprint, December 31, 2018

In an open letter to clients, Linda Zhang, founder and CIO of Purview investments thanks the clients for being early supporters of Purview’s nearly one-year old product, Purview Impact Solutions. She calls for one more New Year resolution for 2019: spread the words of reducing carbon footprints of investments to fight for climate change.

What does Vanguard's entry to ESG ETFs mean to the industry? Purview's Linda Zhang was interviewed by ETF Advisor Magazine, June 27, 2018

ETF Advisor Magazine spoke to Purview’s Linda Zhang on the state of ESG ETF space in the U.S. - the leaders and leading products available to investors.

Purview Publication: "Leveraged ETFs: Are You Prepared for the Volatility Jumps? Global Perspectives on the Short-Term versus Longer-Term Risk Profiles", Journal of Index Investing, Summer 2018

Purview's Linda Zhang published a research paper on Journal of Index Investing. She conducted a comprehensive empirical study on the short-term risk behavior of leveraged ETF products.  She extended her research beyond the U.S. markets to countries where leveraged ETFs are listed. 

Purview Research Published: "How ESG Principles Impact Mainstream Investing", ETF Advisor Magazine, May 1, 2018

Purview Research Published: "How ESG Principles Impact Mainstream Investing", ETF Advisor Magazine, May 1, 2018

Purview’s Linda Zhang published on ETF Advisor, on why ALL investors, ESG focused or not, should understand the how ESG principles, technology shifts and global regulatory change are impacting investment portfolios.

Purview Investments CEO, Linda Zhang was featured on "Potential Trade War Worries Advisors", by Lara Crigger at ETF.com, April 9, 2018

Lara Crigger at ETF.com has featured five investment advisors from various regions in the country, including Purview's Linda Zhang on investment outlook for the second half of 2018. Zhang pointed out the impact of trade war on capital market may be underestimated.

ETF Research Insight: Facebook, Corporate Governance, Impact of ESG Investing

ETF Research Insight: Facebook, Corporate Governance, Impact of ESG Investing

One of the tech giants, Facebook just lost over 20% of its market valuation since its recent peak on 2/1/2018.  Please read this analysis by Linda Zhang, CEO of Purview Investments, addressing the role of corporate governance in investment process framework.  Find out which ETFs, ESG inclined or not, have the most exposure to Facebook stock fluctuations.

Disclosure:  This paper is a research piece.  It does NOT represent the investment advice from the author about Facebook, nor the ETFs mentioned in the article.