GuShiio.com ① The Shanghai Asset Management Association recently launched an artificial intelligence-enabled asset management project, which will promote digital intelligence in various aspects, including implementing relevant action plans, supporting member units to formulate digital intelligence strategies, completing the deployment of domestic large models, and exploring talent certification and database building work.
② Against the background of the rapid development of global large model technology, domestic large models are rapidly emerging and have become an important force in promoting innovation in asset management technology in China.
Financial Union, February 22 (Reporter Huang Xinyi) Today, the “Digital Intelligence Technology Training Course for Asset Management Institutions (iAMT)-Application of Domestic Large Models in the Field of Asset Management” was successfully held at the Workers ‘Cultural Palace in Hongkou District, Shanghai City.
This event was hosted by the Shanghai Asset Management Association and the Intelligent Investment Research Technology Alliance (ITL), and hosted by the Asset Management and Artificial Intelligence Joint Innovation Laboratory (AIAM Lab) and the Hongkou District Financial Service Center of Shanghai City. It attracted nearly 600 professional and technical personnel inside and outside the industry to participate to jointly discuss the changes and opportunities brought by domestic models to the asset management industry.
Ge Ping, deputy director of the Office of the Financial Committee of the Shanghai Municipal Party Committee, and Chen Shuai, deputy mayor of Hongkou District, Shanghai City, attended the opening ceremony and delivered speeches.
Jia Biao, president of the Shanghai Asset Management Association, said that the Shanghai Asset Management Association has recently launched an artificial intelligence-enabled asset management project, which will promote digital intelligence in various aspects, including implementing relevant action plans, supporting member units to formulate digital intelligence strategies, and completing domestic production. Large model deployment and exploring talent certification and database building work. Luo Shuiquan, vice president of the Shanghai Asset Management Association and chairman of the Digital Finance Special Committee, presided over the event, and Han Kang, secretary-general of the association, attended the event.
Yang Qiang, chairman of the Intelligent Investment Research Technology Alliance, pointed out in his speech that against the background of the rapid development of global large model technology, domestic large models are rapidly emerging and becoming an important force in promoting innovation in asset management technology in China. It not only narrows the gap with the international advanced level in technology, but also demonstrates unique advantages in localized application scenarios. The Intelligent Investment Research Technology Alliance will continue to adhere to the concept of “openness, collaboration, and innovation” and work with member institutions to promote the in-depth application of domestic large models in the field of asset management.
This seminar was held against the background of the rapid development of domestic large model technology. The domestic model provides strong support for the digital intelligence of my country’s asset management industry, effectively improving the investment research, investment consulting, investor service and risk management capabilities of asset management institutions.
In the process of digital-intelligence transformation in the asset management industry, it is particularly important to popularize technology and improve professional skills for industry personnel. The Shanghai Asset Management Association has held this seminar and other activities to support the development of digital finance in member units.
Since 2023, the Shanghai Asset Management Association has worked closely with the Intelligent Investment Research Technology Alliance to take the lead in promoting the application of big language model technology in the vertical field of asset management, establish the Joint Innovation Laboratory for Asset Management and Artificial Intelligence (AIAM Lab), and hold digital intelligence Technology training courses and developer conferences promote the construction of “asset management and wealth management agents” and effectively promote the multi-scenario application of large models in the asset management industry.
Bai Shuo, chief scientist of Hang Seng Electronics, Chen Xiaoping, director of the Robot Laboratory of University of Science and Technology of China and other experts delivered keynote speeches. Zhang Yongqi, executive secretary general of the Intelligent Investment Research Technology Alliance, presided over a roundtable discussion and held in-depth exchanges with guests such as Wells Fargo Fund and Guotai Junan Securities around “Big Model Empowering the Asset Management Industry: From Technological Breakthroughs to Value Creation”.
Guests from Shanghai Stock Exchange Information Network Co., Ltd., Shanghai Caiyue Xingchen Intelligent Technology Co., Ltd., Shanghai Kupas Technology Co., Ltd. and other institutions discussed how large models can empower financial industry business scenarios and implement them in portfolio optimization, compliance supervision and other scenarios. Special speeches were given in practice.
It is reported that the Shanghai Asset Management Association will continue to release the industry’s “White Paper on AI Asset Management Applications” during the year, establish an ethical evaluation system for asset management digital and intelligence technology, and promote the construction of a safe and controllable intelligent asset management ecosystem.
The successful holding of this seminar has built a learning and exchange platform for professional and technical personnel in asset management, promoted the deepening application of domestic large models in the field of asset management, and helped cultivate compound talents.
As the industry’s digital and intelligent transformation accelerates, domestic large-scale model technology is expected to inject new development momentum into the asset management industry. Relevant persons in charge of the Shanghai Asset Management Association and the Intelligent Investment Research Technology Alliance said that they will continue to follow up with technological development, serve the industry, and strengthen exchanges and cooperation.
