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永明今年斥兩億作數碼化投資 冀第三季推AI相關服務
阿思達克 03-05 16:20
香港永明金融財富及退休金業務總經理潘紀虹表示,今年將斥約2億於數碼化投資,目標今年第三季推出AI+團隊市場分析平台,根據客戶的個人目標及風險承受能力制定投資組合,並作定期檢視。 她指,強積金行業正經歷大轉變,按照時間表,永明金融預計明年4月入接入積金易 (eMPF)平台,目前正努力籌備。 永明資產管理(香港)行政總裁顏建華表示,公司去年推出的美股基金,目前規模已達28億元,至於未來會否推出日股基金等,他稱,推出產品時除考慮現時市況,亦要考慮長線市場需求。目前集團正積極籌備推出新產品,會適時公布。 投資策略方面,他建議今年投資者管理強積金時採用「4+1策略」,包括分散投資於港股基金、美股基金、環球債券基金及環球低碳指數基金。至於較少打理強積金的投資者則可考慮基金自動導航服務,即按照投資者年齡自動調動股債投資比例。
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