Index Strategist, CFA
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Naixian (Nancy) Zhang is responsible for building smart-beta indexes and prototypes in a leading global Fintech firm, with a wide array of indexes powering a suite of exchange-traded funds (ETF); unit investment trusts (UIT) and passive funds of more than $5 Billion assets under management ... more


The Unthinkable Phenomena Will Be A New Norm – Negative Interest Rate
The great depression and the most recent 2008 sup-prime crisis are always referenced by economists, politicians, and officials in their policy decisions.
The Landscape Of Biotech ETFs
The challenge is to create a quality biotech index with a rule-based system, so the picking and re-balancing are handy and quick.
Players In The Future 5G Playground
Huawei Investment & Holding Co., a privately held company, had revenue last year that reached $603 billion. That's a scale comparable to Apple and other giants in the marketplace. Among Huawai's 111 customers, only one company is from the US.
Take Positions In These Three ETFs After Hurricane Harvey And Irma
The two hurricanes devastated Texas and Florida causing some companies to be impacted negatively and others positively. Investors can take advantage of this by pinpointing ETFs comprised mostly of the companies most likely to benefit.


AAPL Apple Inc.
ACM AECOM Technology Corporation
AIRR First Trust RBA American Industrial Renaissance ETF
FB Facebook Inc
FLR Fluor Corporation
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
LNKD LinkedIn Corporation
MSFT Microsoft Corporation
NVIV InVivo Therapeutics Holdings Corp
PKB PowerShares Dynamic Building & Construction Portfolio
RCL Royal Caribbean Cruises Ltd.
RNR RenaissanceRe Holdings Ltd.
SNAP Snap Inc.
UVE Universal Insurance Holdings, Inc
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Latest Posts
The Core Competence Of These Companies
I always like to ask this question: what is the core competence of Google, of Facebook, of Bloomberg, of FactSet, of my team – index solution, and of myself.

Work Experience

Index Strategist
January 2017 - Present (4 years 1 month)


∙ Develop and maintain index construction and re-balancing operations and methodologies
∙ Create new quantitative strategies and index products
∙ Generate and support new index businesses, including sourcing prospects, solutions pitching, deal construction, and prototype building
∙ Recruit, train and mentor new Index Strategy colleagues
∙ Develop and maintain of Index marketing and training materials

Product Manager
July 2014 - Present (6 years 8 months)


Strategic consulting of proprietary data products and application tools, to be seamlessly and effectively turned into business plan & marketing/sales development for hedge fund managers, asset managers and intelligence agencies


Case Western Reserve University
MBA, Finance
Fudan University
Molecular Biology and Biochemistry