Industry Prototype Preview Link: (Please contact the class teacher for prototype documentation)
File type: .rp
支持版本：Axrure RP 8
Document Name: Finance: Intelligent Asset Management Platform (Personal Asset Service)
File size: 1.75 MB
Introduction to the intelligent asset management business
Three major difficulties in the field of asset management:
1. "Asset management level" data upgrade and governance, and directional development of derivative data from basic data;
2. Quantitative strategy R&D system platform, modular, highly integrated strategy R&D backtesting simulation system to improve the efficiency of customized strategy R&D;
3. Transaction clearing management platform, supporting multi-account, multi-portfolio and multi-strategy management, improving the practicability of transaction management.
There are usually five modules in a robo-investment system:
l The analysis of the user's investment needs is based on the overall assets and liabilities of the user's family, and the utility function theory and pension model are superimposed, and the evaluation is given from the perspective of subjective willingness and passive risk tolerance.
l Research and analysis of large types of assets within the global market, and determine the source of medium and long-term returns of portfolio strategies by building a global market factor database and research and judgment algorithm model architecture;
l The selection of public funds draws on the research and development logic of stock multi-factor, and cooperates with the multi-dimensional system of comprehensive evaluation and diagnosis to complete the final selection of public funds;
l The asset allocation model is designed to adapt the user investment demand portrait evaluation results with a unified allocation algorithm, and the target risk allocation model is set as the main architecture and the machine learning algorithm is set up to optimize the parameters to achieve the optimal calculation results of the medium and long-term investment risk-return ratio;
The lFOF trading system provides a variety of investment portfolios for different investors, involving the business needs of multiple accounts, multiple portfolios and multiple strategies, realizes the robo-advisory services of thousands of people, and maximizes the scenario needs of FOF portfolio services.
Prototype catalog
Prototype interface
Pick up the materials free of charge
"210428" pick-up