嘉实基金韩晓燕：AI大模型正在彻底改变ESG投研的效率和精度

Core Insights - The forum organized by CFA Association and Phoenix TV focuses on sustainable investment, green transformation, and ESG talent cultivation, gathering leaders from both the real economy and financial investment sectors to explore innovative and socially valuable sustainable development solutions [1] Group 1: ESG Integration and AI Technology - The rapid development of AI language models is significantly enhancing the efficiency and accuracy of ESG investment research [2] - The core of ESG integration in asset management is to incorporate ESG factors throughout the investment process, including valuation, risk management, portfolio management, and post-investment due diligence [2] - Asset management firms, including Jiashi Fund, are increasingly participating in corporate governance to drive sustainable development by engaging in shareholder meetings and providing feedback on ESG practices [2][3] Group 2: AI Applications in ESG Research - AI models are being utilized for carbon estimation, addressing the low disclosure rate of carbon emissions among A-share listed companies, with only 5% disclosing Scope 3 emissions data [3] - Jiashi Fund employs AI capabilities to estimate carbon emissions for companies that do not disclose this information, which aids in assessing carbon intensity and risk evaluation for investment portfolios [3] Group 3: Responsible Management and Collaboration - Effective responsible management requires in-depth ESG research and tailored recommendations rather than generic ESG ratings [5] - AI and big data enable rapid identification of a company's ESG strengths and weaknesses, allowing for targeted questions and suggestions [5] - A collaborative approach between asset management firms and companies is emphasized, where asset managers leverage their expertise to help improve ESG performance, fostering a win-win situation [5]