倍漾量化冯霁：相信AI未来会取代传统量化基金经理

Core Viewpoint - The role of traditional quantitative investment fund managers is expected to be replaced by artificial intelligence (AI), as stated by Feng Ji, founder of Beiyang Quantitative [1][2]. Group 1: AI's Impact on Quantitative Investment - AI is predicted to fundamentally transform quantitative investment, similar to how personal computers revolutionized the industry decades ago [2]. - Institutions that do not adopt AI technology may face elimination within the next 3 to 5 years [2]. - The advantages of AI in market learning and pattern recognition will become increasingly evident as computational power, data, and model capabilities improve [2]. Group 2: New Talent Requirements - The future of fund managers will require a new breed of professionals who are not only knowledgeable in investment research but also capable of translating these tasks into AI-related problems [2]. - The focus will shift from traditional investment research tasks to maintaining and developing advanced AI systems, necessitating a higher understanding of AI technology among professionals [2]. Group 3: Beiyang's Unique Approach - Beiyang Quantitative views the investment process as a unified machine learning task, contrasting with traditional methods that separate factors, signals, models, and strategies [3]. - The company employs a team primarily composed of engineers and computer scientists, lacking any employees with a financial background [3]. - Beiyang aims to replace expert experience with AI capabilities, asserting that AI can discover factors more effectively when provided with sufficient data [3]. Group 4: Competitive Advantages and Future Goals - Beiyang Quantitative claims three competitive advantages: high talent density in AI, superior computational power compared to any domestic university, and a self-developed AI experimental platform for real-time modeling and trading [3]. - The company aspires to evolve from a traditional quantitative private equity firm into an AI-native "computational company" [3]. - Beiyang's mid-term goal is to become a global quantitative manager, while the long-term vision is to establish itself as a significant computational entity [3].