In an era of information overload, how can we discern value signals amidst the cacophony of market noise?

How can we transform investment knowledge into the underlying logic of wealth growth?

Fortispar's self-media investment education platform has officially launched—

We not only impart knowledge, but also empower your investment decisions!

Why choose Fortispar?
Systematic courses: From basic introduction to advanced strategies, build a personal investment knowledge tree in layers

Practical mentors: Senior industry analysts and fund managers share their insights and reveal the true logic of the market.

Daily hotspot interpretation: Break the information gap and analyze policy, industry and individual stock dynamics from a professional perspective

Interactive learning community: Communicate with thousands of investors and spark new ideas

As a senior investment advisory firm holding a US SEC STO license, we refuse to be a middleman of knowledge. We will not simply package and resell obscure research reports. Instead, we rely on years of practical experience in "investment education" in the international market to build a complete education system from basic cognition to asset allocation and investment portfolio. We are determined to become a "value converter" that connects professional financial knowledge with the investment needs of the general public, helping investors establish the underlying logic of independent judgment in the volatile international financial market.

In 2025, as the global capital landscape is reshaped, with the Federal Reserve launching a digital currency pilot and the SEC passing the Algorithmic Transparency Act, Wall Street is undergoing its most profound transformation since 2008. The birth of Fortispar in the United States in 2021 and the establishment of its Hong Kong subsidiary in Asia in 2025 are rooted in three historic opportunities:

First, the scale of passive investment surpassed the critical mass of actively managed assets for the first time (S&P Global data: 52% vs. 48%), fueling explosive demand for smart beta strategies.

Second, the maturation of Web 3.0 infrastructure has led to a rise in the proportion of tokenized securities to 17% of assets under management.

Finally, the fluctuations in Trump's trade tariffs have driven the repricing of "safe assets" and created cross-market arbitrage space in Asia and Europe. Our establishment is essentially a strategic positioning under the new financial paradigm.

Diversified asset allocation through "risk diversification + dynamic optimization", we have built a wealth moat that can transcend economic cycles.Our core advantages lie in three dimensions: First, in terms of risk control, a cross-market, cross-asset class portfolio effectively hedges against single risks (such as the safe-haven properties of government bonds during a stock market crash). Allocation to low-correlated assets (such as gold, cryptocurrencies, and foreign exchange) reduces volatility by 30%-50%. Secondly, by leveraging the rotation of assets across economic cycles (bonds leading gains during recessions, stocks surging during booms), annualized returns can be increased by 2-5 percentage points. Furthermore, tactical rebalancing can capture market mismatches. Finally, in terms of adaptive evolution, an intelligent rebalancing system (such as the risk parity model) responds to macroeconomic changes in real time, while a modular structure supports personalized customization—allocating 70% to growth assets in youth and shifting to a stable income portfolio in retirement, achieving seamless transitions throughout the lifecycle. This wisdom of "not putting all your eggs in one basket" is essentially the scaled application of probabilistic advantages, enabling investors to continuously increase their value within a margin of safety.

Therefore, in 2025, when global capital flows are accelerating, Fortispar officially launched the second phase of the "Smart Investment Education" series of self-media platforms in Asia for promotion and communication. We took the "Smart Investment Education" trinity of "investment, education, and community" as the theme, and achieved through the three-stage structure of "macro trends + professional endorsement + solutions" to demonstrate the professionalism of the institution and strengthen the audience's motivation to participate in investment, education, and community exchanges. We achieved "paid information value investment advisory services" to build the Fortispar investment education brand, enhance the position of the Hong Kong Fortispar financial subsidiary in the Asian market, further enhance the voice of financial institutions, and achieve true "Smart Investment Education" covering the Asia-Pacific market. We will further attract high-net-worth and high-quality "members", achieve "resource advantage complementarity" to realize the integration of investment education business circle resources, achieve "resource breaking circle", and achieve win-win cooperation.

This episode of the "Smart Investment Education" series features insights from Oscar Yang, who holds a Bachelor of Business Administration from Imperial College London and a Master of Industrial Relations from the London School of Economics and Political Science. With over 14 years of industry experience, he focuses on diversified asset allocation and global portfolio management. He specializes in building and managing diverse investment strategies across asset classes, industries, regions, and economic cycles, helping clients achieve steady wealth growth and risk diversification in complex and volatile markets.

Wonderful sharing, please look forward to meeting Fortispar's self-media investment education platform..