"Her Power" | Ping An Fund FOF Fund Manager Zhang Yue: Balancing for Longevity, Using Technology to Navigate Cycles

In traditional understanding, strength is often associated with rigidity and sharpness, but the capital markets are never short of edge. Female fund managers are redefining professional strength by combining firmness and flexibility. The current “her power” breaks this binary opposition—firmness means sticking to principles and bottom lines, while flexibility signifies wisdom and guidance. Together, they create an investment path that balances impact and warmth, reflected in net value curves and long-term value.

“Balance means, under the premise of diversified allocation and controlled risk, overweighting assets with higher risk-adjusted returns,” summarizes Zhang Yue of Ping An Fund.

With nineteen years of experience in securities and as an FOF fund manager, she specializes in quantitative multi-asset strategies. Her core philosophy centers on quantitative analysis, multi-asset diversification, and broad revenue sources. She insists on making high-probability correct decisions and strives to pursue steady, sustainable long-term returns for investors.

Zhang Yue has a mature investment methodology. She advocates stepping outside the limitations of a single market, starting from global macroeconomic and industrial chain patterns, selecting quality assets worldwide, and exploring cross-market opportunities. Facing the complex and changing factors of overseas markets, she has built a rigorous and systematic investment logic. By maintaining rational thinking through long-term efforts, she continuously iterates and improves her investment system across multiple market cycles, developing research capabilities covering major global economies, macro factors, interest rates, and exchange rates, as well as top-down asset allocation skills.

She condenses her investment style into balance: focusing on assets with a better risk-reward ratio under the premise of diversified allocation and risk control, finding the optimal point between stability and returns.

Based on her female investment and research traits, she believes that meticulousness, long-term orientation, and low risk appetite are her unique advantages. The foundation of long-term compound growth is low volatility, and risk control is the decisive factor for long-term investing. Within a quantitative multi-asset framework, she starts with risk budgeting, balancing market volatility and return objectives, and building a safety baseline for the portfolio from the source.

In the face of market fluctuations and pressures, she states that the company has built a comprehensive quantitative decision-making framework based on extensive historical data and AI models, which is continuously optimized as market conditions evolve. This provides a solid historical and logical basis for decision-making, improving accuracy and timeliness.

In product management, she strives to reduce risk-adjusted returns through high-frequency, small-scale decisions, enhancing performance sustainability, so investors can genuinely feel that their holdings meet expectations and establish mutual trust.

She openly admits that as one of the early teams in the industry to apply AI to FOF management, they started model training in 2019. Through continuous iteration in practice, technology has become a core support for navigating cycles.

As a quantitative investor, she avoids subjective sector predictions and always responds to market uncertainties with discipline and systematic approaches. In team management, she maintains curiosity, embraces new technologies, ideas, and innovations, and encourages critical thinking. She believes in making truth clearer over time, providing opportunities for young talent, and stimulating everyone’s innovative potential within a stable overall framework.

Message:

I hope to always maintain professionalism and provide investors with long-term, high-risk-adjusted return investment options. Let’s grow together.

Gains and losses share the same source; having rational expectations for investment returns is very important.

Written by Xu Nannan | Edited by Xu Nan

(Edited by Xu Nannan)

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