The core tasks of asset management companies are two things (front office), one is sales and the other is investment. Specifically, it probably includes research (technical and fundamental), investment (portfolio and strategy), valuation, performance analysis and feedback. At the heart of this is research and investment decisions. AI can currently have an impact on the entire investment process. For the most core research and investment.
1. At least it can be considered at present to implement:
1. Full-text search in vertical fields, (greatly improve the work efficiency of researchers, no need to search by yourself)
2. Correlation analysis. For example, recommend related stocks.
3. Automatically discover themes. The attention strategy based on public opinion can be realized.
4. NLP public opinion analysis. Real-time negative emotion monitoring can stop losses, and positive emotions can be used as investment reference.
5. Identifying financial fraud and intelligently analyzing the "pit" of financial reports.
2. Related AI technologies
Mainly, correlation analysis, recommendation system, public opinion analysis, text classification, semantic-based text topic extraction, and intelligent recognition in NLP.
3. Types of data
1. Technical analysis (volume and price time and space people): market and transaction data, capital volume and user data
2. Fundamental analysis: sentiment in announcements, research reports, news, sns
4. Data of financial user portraits
credit, population, assets, consumption, interests, social