Cryptocurrencies and Beyond

Adapting Portfolio Theories for the Digital Era

Chenjiazi Zhong

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Paperback

Forthcoming
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English

Business Expert Press
09 May 2025

Finance; Distributed databases

In just over a decade, cryptocurrencies have evolved from niche interests into key players reshaping global finance. Meanwhile, Central Bank Digital Currencies combine blockchain's benefits with central bank oversight. These assets, with their high growth potential and volatility, demand new approaches to investing.

This book revisits Modern Portfolio Theory and examines how traditional principles can be adapted for portfolios that include digital assets. Taxation and evolving compliance requirements are explored. Institutional adoption and emerging trends such as ESG investing and AI's role in digital assets are also examined.

One of the key strengths of this book is its focus on real-world application. Each concept is illustrated with examples from actual market scenarios. This approach aims to explain not only the ""why"" but also the ""how"" of integrating digital assets, highlighting the tangible impact of various strategies on portfolio performance. This book is a roadmap that empowers readers to seize opportunities while maintaining a disciplined and informed approach.

By: Chenjiazi Zhong
Imprint: Business Expert Press
Country of Publication: United States
Dimensions: Height: 229mm, Width: 152mm,
ISBN: 9781637428108
ISBN 10: 1637428103
Pages: 265
Publication Date: 09 May 2025
Audience: Professional and scholarly , Undergraduate
Format: Paperback
Publisher's Status: Forthcoming

Dr. Chenjiazi Zhong is the founder of Fundopedia. She is a former portfolio manager (strategy chief investment officer) at BlackRock, the world's largest asset management firm by assets under management. Before BlackRock, Dr. Zhong was a fund PM at UBS, the world's largest private bank by AUM. She started her career as a Wall Street analyst at Lehman Brothers. Dr. Zhong has also been a subject-matter expert and consultant in asset management. The institutions she has actively provided advice since 2022 include McKinsey & Company, Boston Consulting Group, Bain & Company, Deloitte, PwC, and Ernst & Young. She is frequently invited to roundtable events and webcasts as a public speaker in the US and Asia Pacific. Dr. Zhong is the author of Alternatives Thinker: Endowment Investment Philosophy to Active Portfolio Management, Strategies That Chinese Small and Medium-Sized Enterprises Used to Attract Venture Capital, and Climate-Conscious Investing: Portfolios Aligned with the Paris Accords.