上海资产管理协会会长、中保投资董事长贾飙AI+资管重磅发声

Core Insights - The asset management industry is undergoing a profound transformation driven by AI technology, which is redefining investment processes and capabilities [1][2] - AI enhances long-term trend identification and risk forecasting, providing a new definition of investment efficiency [1][2] Group 1: AI's Impact on Investment - AI expands human cognitive boundaries by analyzing vast amounts of unstructured data, enabling earlier identification of market trends [2] - Risk management is evolving from static to dynamic, with AI facilitating real-time monitoring and proactive risk alerts [2] - The quality and efficiency of research and due diligence are significantly improved through AI's data-driven approach, enhancing decision-making [2] Group 2: Expansion of Asset Management Boundaries - The client service boundary is broadened, making wealth management services more accessible to a wider audience through smart advisory technologies [3] - The content of services is evolving from standardized products to personalized wealth management solutions tailored to individual client needs [3] - Decision-making processes are shifting from experience-driven to data and model-driven approaches, resulting in enhanced decision-making capabilities [3] - Investment targets are expanding beyond traditional assets to include emerging asset classes like data assets [3] - The ecosystem of asset management is transitioning from isolated operations to collaborative partnerships with tech companies and data service providers [3] Group 3: Core Competencies for Long-term Investment Institutions - AI applications are helping long-term investment institutions develop four core capabilities: scenario analysis under macro trends, data processing for asset value discovery, comprehensive risk management across the investment lifecycle, and cost efficiency improvements [4] - The industry is encouraged to embrace AI-driven changes and explore deep integration of technology with business practices to shape the future of asset management [4]