Projects per year
Personal profile
Personal profile
Alex has established a track record in conducting research in personal finance, personal finance education, personalized financial intervention, and financial counseling and planning. His research is published in international top journals such as Technology in Society, British Journal of Educational Technology, and Social Science & Medicine. His work serves both financial customers, aiming to improve their financial behaviors, and financial service providers, aiming to optimize their marketing strategies. Alex has received research grants from the Investor and Financial Education Council in Hong Kong SAR and the Chief Executive's Policy Unit. His current projects aim to utilize machine learning and deep learning to promote positive financial behavioral changes among Hong Kong customers.
Research interests
- Personal Finance
- Personal Finance Education
- Personalized Financial Intervention
- Financial Counseling and Planning
Professional information
Teaching Interests
- Financial Risk Management for Investment
- Personal Financial Planning
- Quantitative Research Methods
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Collaborations and top research areas from the last five years
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Promoting Retirement Financial Planning Activities and Retirement Savings Outcomes of Working Adults in Hong Kong: A Three-Component Intervention
ZHU, Y. (PI) & CHOU, K. L. (CoI)
01/10/23 → 30/09/25
Project: Research project
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Now More Important than Ever: Promoting Healthy Financial Behaviors for Hong Kong Youths from Lower-SES Households
ZHU, Y. (CoI), LI,, X. M. (PI), LAI,, A. (CoI) & LUTTER,, S. (CoI)
01/09/23 → 30/09/24
Project: Research project
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Promoting financial resilience and retirement financial planning among the young: Customized tools built with Python
ZHU, Y. (PI) & Chloe, S. (CoI)
08/01/22 → 31/05/23
Project: Research project
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Depression among older adults before and during the pandemic: Follow-up assessment of a three-wave longitudinal observation
ZHU, Y. & CHOU, K. L., May 2024, In: Current Psychology. 43, p. 16544–16553Research output: Contribution to journal › Articles › peer-review
Open Access -
Distinguishing subtypes of self-efficacy among secondary school teachers: A latent profile analysis
HUANG, J., ZHANG, Y., ZHU, Y., GONG, Y. F. & KONG, H. M. R., Mar 2024, (E-pub ahead of print) In: Journal of Teacher Education.Research output: Contribution to journal › Articles › peer-review
1 Citation (Scopus) -
Health outcomes of social pension expansion: A quasi-experiment among older adults in Hong Kong
ZHU, Y. & CHOU, K. L., Jan 2024, In: Journal of Applied Gerontology. 43, 1, p. 26-36Research output: Contribution to journal › Articles › peer-review
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Optimizing financial decision-making for emerging adults: A compact python-based personalized financial projection approach
ZHU, Y., Jun 2024, In: Technology in Society. 77, 102599.Research output: Contribution to journal › Articles › peer-review
Open Access -
The moderating role of financial trust in retirement financial planning
SHAO, L. & ZHU, Y., 2024, In: Educational Gerontology. 50, 11, p. 1045-1060Research output: Contribution to journal › Articles › peer-review