相信AI未来会取代传统量化基金经理

Core Viewpoint - The role of traditional quantitative fund managers is expected to be replaced by artificial intelligence (AI) in the near future, as AI is seen as a powerful modeling tool that can enhance investment strategies [1][2]. Group 1: AI's Impact on Fund Management - AI is predicted to lead to a structural transformation in quantitative investment, with firms that do not adopt AI technology potentially facing obsolescence within 3 to 5 years [1]. - The introduction of AI in quantitative investment is likened to the impact of personal computers on Wall Street, suggesting a significant shift in investment methodologies [1]. - AI's ability to explore a wider range of possibilities in investment strategies is compared to the advancements seen in the game of Go with the introduction of AlphaGo [1]. Group 2: New Talent Requirements - The future of fund management will require hybrid talents who understand both investment research and AI technology, shifting focus from traditional research tasks to maintaining and developing advanced AI systems [2]. - The demand for personnel may decrease, but the required understanding of AI technology will be significantly higher [2]. Group 3: AI-Driven Quantitative Approach - The company adopts a unique approach by treating the traditional components of quantitative research—factors, signals, models, and strategies—as a unified process centered around machine learning [2]. - The firm does not employ individuals with financial backgrounds, instead opting for a team composed primarily of engineers and computer scientists [2]. Group 4: Competitive Advantages - The company claims competitive advantages in three areas: high talent density in AI, superior computational power compared to domestic universities, and a proprietary AI experimental platform designed for real-time modeling and trading tasks [3]. - The vision is to evolve from a traditional quantitative private equity firm to an AI-native "computational company" [3]. Group 5: Long-term Goals - The mid-term goal is to become a global quantitative manager, while the long-term aspiration is to establish itself as a significant computational company [3]. - The company envisions that Chinese fund managers will be able to compete on a global scale within the next decade, leveraging AI and new computational methods [3].