西部利得基金副总经理、投资总监王宇：仰望星空，脚踏实地

Core Viewpoint - The Chinese financial industry in 2018 is characterized by a focus on regulatory strengthening, risk prevention, and high-quality development, with the implementation of the "Asset Management New Regulations" driving a shift from scale-oriented growth to quality-oriented growth [1] Group 1: Development of WISE Platform - The WISE platform was developed from scratch by Western Li De Fund, marking a significant shift in the public fund industry towards self-built investment research systems [1] - Over six years, the WISE platform has evolved from focusing on process standardization to data visualization and analysis, and now towards intelligent capabilities [1] - WISE has become a distinctive feature of Western Li De Fund, aiding investment decision-making and gaining recognition from peers and regulators [1] Group 2: Cultural Foundations - The establishment of a "transparent" investment research culture is a cornerstone of Western Li De Fund's development, emphasizing strategy transparency, decision transparency, and evaluation transparency [5][6] - The transparent culture has attracted talented individuals who are passionate about investment research, fostering a cohesive team environment [7] - The integration of investment and research teams is facilitated by a matrix structure, enhancing collaboration and resource sharing [7] Group 3: Challenges and Achievements - The development of the WISE system faced significant external financial pressures and internal personnel challenges, requiring deep involvement from business staff [9][10] - By 2021, the framework of the WISE system was largely established, improving cross-departmental collaboration and creating a systematic approach to investment research [11] - The WISE system is designed to support investment decisions based on the investment manager's knowledge and experience, while also providing a robust framework for decision-making [11] Group 4: Future Aspirations - The goal of the WISE system is to transform effective investment philosophies into replicable algorithms, ensuring long-term value creation for investors [12][13] - The vision includes building a "century-old store" in the asset management industry, with the WISE system serving as a foundational tool for achieving this ambition [13]