An innovative approach to revolutionize asset management is underway, leveraging cutting-edge AI technology to predict returns and enhance investment allocation strategies. Utilizing AI-powered predictive analytics, a collaboration between SBI Okasan Asset Management and FOLIO is paving the way for the second AI-driven active fund, following the success of the “ROBOPRO Fund.” By harnessing AI for long and short-term analysis, the fund aims to outperform the NASDAQ Composite Index.
To celebrate the launch of the fund, SBI Securities is extending its gratitude to individual clients with a special campaign offering a total of ¥3 million to support asset formation through AI-managed funds. Additionally, a seminar introducing the allure of AI-driven investments is scheduled for June 28th, hosted by SBI Okasan Asset Management, FOLIO, and SBI Securities. Through the new fund and the “ROBOPRO Fund,” investors can benefit from the advantages of AI-powered management, catering to a wide range of investment needs and preferences.
Remaining committed to customer-centric values, SBI Okasan Asset Management, FOLIO, and SBI Securities continue to offer products and services that support long-term asset growth and strive to meet the evolving needs of their clients.
Key Features of the Fund:
1. Investment focus on NASDAQ-listed stocks, selected based on liquidity and credit risk considerations.
2. Utilization of AI to estimate the predictive return ranking of selected stocks from the NASDAQ market.
3. Risk control and portfolio construction based on quantitative approaches aligned with predicted return rankings.
4. Monthly reevaluation of predictive return rankings, investment securities, and allocation ratios.
5. Emphasis on maintaining high actual weighting of equities in the portfolio.
6. Generally, no hedging of foreign currency-denominated assets.
Disclaimer: Market conditions and fund performance may impact the operations outlined above. The partnership with FOLIO for predictive analytics and investment advice enhances the effectiveness of the fund’s strategies, demonstrating a commitment to innovation in asset management.
Additional facts:
– AI technology in asset management can also be used for risk management, fraud detection, and personalized customer recommendations.
– The global AI in asset management market is expected to grow significantly in the coming years, driven by advancements in machine learning algorithms and big data analytics.
– AI-powered asset management platforms are gaining popularity among institutional investors and wealth management firms due to their potential to improve decision-making processes and optimize portfolio performance.
Key questions:
1. How is AI technology transforming traditional asset management strategies?
2. What are the ethical implications of using AI for asset management decisions?
3. How do regulatory bodies perceive the role of AI in financial markets?
4. What are the potential cybersecurity risks associated with AI-powered asset management systems?
Advantages:
– Improved accuracy in predicting market trends and investment outcomes.
– Enhanced efficiency in portfolio management and asset allocation decisions.
– Ability to analyze large datasets and identify investment opportunities that may have been overlooked by human analysts.
Disadvantages:
– Overreliance on AI algorithms may lead to a lack of human oversight and accountability.
– Concerns about data privacy and security when using AI technology to manage sensitive financial information.
– The potential for AI biases to influence investment decisions and exacerbate market inequalities.
Suggested related link:
– SBISec