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
(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.
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.
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.
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.
Purview Investment’s Linda Zhang was featured on the Alpha Female series by Asset TV. In this video interview, she shared her views with host Laura Keller, on how to meaningfully change the severe women under representation at key functions from portfolio managers to CEOs. She also discussed how Women in ETFs has become a positive force for changes.
Women in ETFs put out a press release about the launch of WE Speaker's Bureau recently. Linda Zhang, Purview Investment's founder and CEO, co-founder of WE, gave an interview to Mutual Fund Fire about WE Speaker's Bureau. Linda co-heads this task force with Elisabeth Kashner of Factset. Linda spoke about how this important initiative could help bridge the gender gap on finance industry conference panels and in financial media. Please contact Linda and Elisabeth for more details of this well curated list of exceptional women speakers in all aspects of the ETF ecosystem.
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.
