Extended Viewer

Wei Xu

Wei Xu
Vice President, MSCI Research

About the Contributor

Wei Xu focuses on China research, thematic investing, and asset allocation as part of MSCI’s Index Solutions Research team. He previously served as a portfolio manager in China Investment Corp.’s asset-allocation department. Wei holds a master’s degree in finance from the University of Hong Kong and a bachelor’s degree in economics from the University of Toronto. He holds the GARP designation of financial risk manager.

HTML Displayer Portlet

Contributions by Wei Xu

Extended-lister

Nothing was found.
  1. China’s rise in global economic influence, increased market size, improved market accessibility and entrance into global equities and fixed-income indexes has led more investors to consider a dedicated China allocation. Due to the complexity of China’s market landscape and investment opportunity set, however, it is no simple task. In this inaugural paper of our “Foundations of Dedicated China Allocations” series, we discuss investment policy and asset allocation as investors think through the various dimensions of setting up such a program.

    Specifically, we provide qualitative assessment and quantitative criteria to help answer:

    • Why (and why not) consider a dedicated China allocation program?
    • Where might a dedicated China program sit in the overall investment process?
    • What may be the financial outcomes of incorporating a dedicated China element?
    • What are some approaches to setting up a dedicated China allocation?

    Hypothetical Investment Policy with Dedicated China Program(s)

    (1) Shows where a dedicated China program could fall directly under existing equity or fixed-income investment programs as an additional sub-program. (2) Shows where a dedicated China allocation could fall under a newly created high-level program in parallel with other major sub-asset classes. (3) Shows where a dedicated China allocation is configured under a newly created program one level below other main programs.

  2. BLOG

    China Tech Investing: An Indexed Approach 

    Dec 2, 2020 Wei Xu , Kumar Neeraj , Devika Ghate

    Global Investing

    Learn More

    China’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?  

  3. BLOG

    市场危机中的资产配置与指数期货 

    Mar 25, 2020 Shuo Xu , Wei Xu , Zhen Wei

    Emerging Markets , Global Investing , Risk Management

    Learn More

    机构投资者通常利用期货、期权等衍生品合约对冲市场风险,或在某些特定市场环境中表达投资观点。

  4. BLOG

    Asset allocation and index futures during market crises 

    Mar 25, 2020 Zhen Wei , Shuo Xu , Wei Xu

    Emerging Markets , Global Investing , Risk Management

    Learn More

    During market crises, institutional investors have employed derivatives contracts to hedge market risks or express views on certain performance/risk characteristics. We explore prior use of futures for exposure management and tactical asset allocation.

Regulation