Former Chairman of the CSRC, Xiao Gang: Accelerate the digital transformation of the asset management industry

"From the perspective of the development trend of asset management, I think there are two: integrated improvement and differentiated development." Xiao Gang, former chairman of the China Securities Regulatory Commission, said on August 20 when he participated in the "China Wealth Management 50 Summer Summer Summer" on August 20 The development of asset management institutions must have a head effect, which increases concentration, but at the same time, it does not rule out the development of small and medium -sized asset management institutions, reflecting differentiation.

Xiao Gang analyzed the four major problems in the current transformation of my country's asset management institutions. The first is that the digital transformation strategy is not very clear, especially the lack of clear thinking about business positioning and planning of asset management institutions. Second, the quality of data is not high, including internal data and external data governance problems. Third, the business processes and application systems of asset management institutions are complicated, and they are divided into each other. Different business lines and business processes and operating systems are divided. Improve. The fourth is backward and tradition.

"I think digital asset management mainly includes six parts: investment and research, product management, marketing, risk management, customer management, and operation." Xiao Gang said that if the asset management institution wants to become a header, it must realize the data drive as the New forms of key asset management are allocated from the asset allocation of experts to digital assets from the past.

Xiao Gang said that the core competitiveness of asset management agencies should be inherited by the funding management+investment bank+technology, and made 5 suggestions.

The first is to formulate long -term strategic goals of digital asset management to ensure the value and cultural unity of asset management institutions and sustainable.

The second is to strengthen the construction of data in the data. Through the construction of the data in the data, the internal and external data are integrated to realize the online, centralized, standardized, labeling, and diagram of data.

The third is to build an intelligent investment -research integrated asset management platform.

The fourth is to accurately portray customers and accompany customers. "I think it's more important to accompany customers than portraying customers." Xiao Gang said that it is necessary to scientifically calculate investment assets, establish a customer dynamic risk model, help customers overcome market fluctuations, and have long -term accompanying customers to grow.

Fifth, attach importance to the cultivation of digital asset management talents, and in accordance with personalized, dynamic, and inspiring education methods, the entire asset management has made the entire asset management from the investment game to the intelligent portfolio, from learning knowledge to learning tools, so as to better improve the quality of the asset management industry.

Responsible editor: Wang Shidan | Audit: Li Zhen | Director: Wan Junwei

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