As one of the professional series of Enterprise Experts Entering Campus organized by the Graduate School of the University of Shanghai for Science and Technology, on October 23, the Business School invited Dr. Ke Wang, the portfolio investment manager of PICC Asset Management, to the school, and launched a theme for graduate students of the Business School Lecture on Methods of Allocation of Large Categories of Assets and Prospects for Capital Markets. The lecture was held at 18:30 on the same day in the second meeting room of the Business School. 96 graduate students attended the lecture.
In the lecture, Dr. Ke Wang first introduced the relevant theories of asset allocation and emphasized the important role of asset allocation diversification and decentralization in the time dimension. Then, the different strategies of strategic asset allocation and tactical asset allocation are introduced, and they are explained in combination with stocks and bonds. Finally, combined with the macroeconomic situation, recommendations for asset allocation in 2021 are given.
After the lecture, Dr. Wang conducted in-depth exchanges with the students, and answered their questions about convertible bonds, gold, and popular stock markets.
The wonderful lectures by Dr. Ke Wang combined with industry practice showed the importance and practicality of economic and financial theory study to students, so as to better stimulate students' enthusiasm to deepen theoretical study in the graduate stage.
The keynote speaker is Dr. Ke Wang, FRM licensee. Since 2013, he has served as a postdoctoral researcher and portfolio investment manager in Shanghai Futures Exchange and ZhongAn Insurance. In 2017, he joined the Portfolio Management Department of PICC Asset Management Co., Ltd. to manage third-party insurance accounts and insurance asset management products. He is good at major asset allocation and macro fundamental analysis, and has extensive research and practical experience in multi-asset portfolio management and absolute return strategies.
