The asset management industry continues to "digital intelligence". Cognitive intelligent applications will become standard in the industry?

Zou Yongqin, a reporter from the Economic Observation Network, has been fully emerged as the new generation of digital technologies. How to improve the production efficiency of traditional industries through digital technology has become the focus of social attention. Among them, as the asset management industry, as a professional field that rely on information and data, how will it embrace this wave of intelligent transformation?

On September 22, at the "AI+HI: Smart and Transformation of the Fund Industry Industry Intelligent Intelligent Transformation" summit forum hosted by the Shenzhen Investment Fund Association, representatives from many well -known fund companies and technology companies surround the fund securities industry. Discuss the transformation and analyze the direction and space of the future intelligence development of the industry.

Tonglian Data CEO Jiang Long pointed out in an interview with the Economic Observation Network that it is expected to be the golden period of cognitive intelligent empowerment asset management industry in the next ten years. Therefore, regardless of investment research, investment, and investment consulting, the fields of asset management will enter the stage of intelligent development.

Digital intelligence transformation

Wang Deying, chairman of the Shenzhen Fund Industry Information Technology Commission and vice president of Boshi Fund, pointed out in the opening speech that the reason why it is called intelligence rather than digitalization, the purpose is to emphasize the role of intelligence in digital transformation, and intelligentization, and intelligentization It is a high -level stage of digitalization (in terms of technological development, there are three levels, the first is systematic, the second is automation, and the third is intelligent).

He said that there are 4 important scenarios in terms of fund companies: one is the Intellectualization of the investment research, which is the core of the fund company; the other is the number of intelligence of marketing services, including intelligent investment advisory; Third, the countless intelligence of risk control; the fourth is the intelligence of the background operation.

"Institute of investment and research is an inevitable requirement and important way to improve the ability of investment and research and core competitiveness, which can help the fund industry better development and better serve investors." In the industry's development consensus, more and more financial institutions are actively promoting digital intelligence and achieved significant results.

Chen Dalong, director of the Information Technology Department of China Merchants Fund, explained the practice of the industry's digital intelligence investment and research and the huge value of the Fund industry by the practice of the China Merchants Fund at the scene. Chen Dalong said that the intellectual platform for investment research is not a "IT system", but the "moat" built with scientific means and industrialized processes: managing large -scale combinations and funds, precipitating investment and research knowledge capabilities, and cultivating professional investment research teams.

Qian Hongyuan, the general manager of Boshi Fund and general manager of the Information Technology Department, emphasized in his speech that

Although the major funds participating in the conference are all over -intellectual transformation, and in the perspective of McKinsey's global director partner Ma Ben, there is still a huge gap between domestic and foreign asset management companies. He pointed out that compared with the world's leading asset management companies, the gap between domestic asset management companies is not only reflected in performance indicators, but also in capacity building. For example, currently digital intelligence has become a global development trend, and global head financial institutions are in full swing. There are still a large number of manual processes in management, investment research, and customized customer reports.

Ma Ben introduced that the world's leading asset management companies are worthy of reference in the six aspects of the Chinese asset management: first, the top -level blueprint for the highly integrated digital intelligent transformation of business strategy; the second is the core application of business empowerment orientation System and capacity component construction; third, data application -oriented large -scale data applications; fourth, establish a scientific and technological governance system for two -way integration of science and technology business; fifth is to build a financial technology open platform; sixth is to enhance science and technology data talent reserves and organizational digital vendors.

Ma Ben also pointed out that the current global leading asset management institutions are actively developing open cooperation with fintech companies through various methods (or strategic cooperation, or investing in investment). Therefore With the help of external asset management technology and wealth technology companies, it can accelerate the application speed of new technology and capture business value.

He also said that in the era of intelligent investment and research, in the three aspects of non -structured data research, intelligent investment ideas, and intelligent investment decision -making, fintech companies are strengthening their empowerment of the traditional asset management industry.

Cognitive intelligent application

Ma Ben's point of view was recognized by the guests.

Jiang Long, CEO of Tonglian Data, believes that the Internet and the Internet of Things bring a large amount of data with important investment value for investment research, including alternative data. With the maturity of artificial intelligence, artificial intelligence has across computing intelligence and perception intelligence, and enters the stage of cognitive intelligence, thus becoming a powerful assistant for investment research for data aggregation and analysis, data value mining and application.

Jiang Long emphasized that with the help of cognitive intelligence, investment research has achieved offline, systematic, digitalization, and intelligence, more efficient information acquisition, more comprehensive and scientific reasoning, and more accurate prediction capabilities, enhance personal energy efficiency, improve team results, improve team results, The realization of knowledge retention and iteration has brought great value to financial institutions. With the development and maturity of cognitive intelligence and the development and maturity of my country's capital market, the application needs and development space of cognitive intelligence will increase, and the integration of the two will be a huge blue ocean.

So, how is cognitive intelligence helping the intelligent transformation of financial institutions? In the interview after the meeting, Jiang Long gave a detailed answer to the reporter of the Economic Observation Network.

He said that in the context of the era of mobile Internet in recent years, the total amount of effective data information around the world has continued to maintain explosive growth. Potential blue ocean. He believes that with the development of artificial intelligence technology, the current technology can bring the value of financial investment, which is far exceeding the simple and high -computing category, and focuses on more advanced reasoning and analysis capabilities. Because of the convergence and concentration of data, it has become increasingly unable to meet the needs of asset management institutions, which requires awareness of intelligent technologies to dig in depth of data.

"Cognitive intelligent technology can at least provide significant improvements in investment, investment research, investment advisory and other scenarios in at least three major directions." Jiang Long said that one is more efficient information interaction ability, and the other is more comprehensive reasoning analysis of inference analysis Third, more accurate prediction capabilities.

Jiang Long believes that cognitive intelligent technology is widely used in the field of intelligent investment. With the continuous maturity of cognitive intelligence's own technology, coupled with the joint efforts of industry companies, exploring the in -depth application of technology in the scene, cognitive intelligent empowerment asset management, will gradually become the consensus and standard of the entire asset management industry.

- END -