重塑资产生态体系：人工智能在资产管理与资产服务中的角色.pptxVIP

TransformingtheAssetEcosystem:

TheRoleofAIin

AssetManagementandServicing

WhitePaper

TransformingtheAssetEcosystem:

TheRoleofAIin

AssetManagementandServicing

TableofContent

ExecutiveSummary................................................4

ResearchMethodology6

TheNeedforAIinAssetManagementandAssetServicing8

CurrentStateofAssetManagement10

AIasaCompanion:CurrentApplicationinAssetManagement14

BeneitsandChallengesofAIinAssetManagementIndustry20

FromAmbitiontoImpact:

BuildingtheAugmentedOrganization24

Contacts29

3

ExecutiveSummary

Whatdoesthefuturelooklikeforassetmanagementandservicingfirms?

Theassetmanagementandservicinglandscapeisbecomingincreasinglycompetitiveastraditionalplayersfacegrowingpressurefrominnovativeintechstartupsthatareredeininghowinancialservicesaredelivered.Facedwithsustainedmarginpressure,complexandevolvingregulations(e.g.,EURetailInvestmentStrategy,MiFID

II,DORA,EUAIAct,…),aswellasrisingclientexpectationsfortransparency,customizedservicesanddigitalinteractions,theseorganizationsmustadaptstructurally,operationally,andtechnologically.

Inthiscontext,ArtiicialIntelligence(AI)cannolongerbeconsideredabreakthroughconcept.Itisbecominganessentialleverfortransformationacrosstheassetmanagementvaluechain—fromportfoliodecisionsupporttooperationalefficiencyandcompliance.AI,asdeinedinthispaper,referstosystemscapableofperformingtasksthattypicallyrequirehumanintelligence,suchasreasoning,learning,decision-making,andnaturallanguage

processing.

Yet,whilethepotentialofAIiswidelyrecognized—92%oforganizationsacknowledgethestrategicimportanceofdigitizationandnewtechnologyintegration—only52%reportpartialAIintegration,andmostremainatthepilotstage.Theg