今天這篇文章是要推薦一個CFA Research and Policy Center的影片頻道「Conversations with Frank Fabozzi, CFA」。這個系列的影片是由Frank Fabozzi, CFA主持,邀請業界菁英來暢聊,透過輕鬆的聊天方式討論目前金融最夯的話題。
六月邀請到的嘉賓是Kenneth Blay。Kenneth目前是Invesco, Global Thought Leadership部門研究主管。 這集主要討論資產管理產業該如何面對金融產業的迅速改變,以及AI在資產配置的應用。
本集四大亮點:
· Why the active vs. passive debate misses the bigger shift — asset management is moving from products to services.
· How customization at scale is reshaping investment design — and why it demands new infrastructure, tech, and human capital.
· Why collaboration is becoming the next performance edge — and how firms will need more “extroverted quants.”
· How AI is being used to personalize and streamline portfolio commentary — reducing production time while maintaining relevance at scale.
無論您是機構投資者、投資組合經理、顧問還是研究人員,這集影片都提供了資產管理市場發展的重要視角 - 從主動式資產管理、客製化管理策略到人工智慧的多元應用。
觀看更多Conversation with Frank Fabozzi, CFA影片