Technology

Formulating New Thematic Funds with the assistance of AI and NLP

/ Discovery, Technology

Introducing Thematic Investing Thematic investing is a top-down investment approach that capitalizes on emerging trends relating to macroeconomics, geopolitics, and technology. These trends encompass long-term, structural shifts arising from innovative business models, disruptive technologies, and changing consumer preferences and behaviors—megatrends that have the potential to change whole industries and shape the way we will live, […]

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Driving Innovation in Finance: Wizpresso CEO Calvin Cheng, BOCHK STIP Award Winner, Shared Inspiring Entrepreneurial Journey in Wen Wei Po

/ Business, Technology

Sep 20, 2023 — In a recent interview with Wen Wei Po, Calvin Cheng, our founder and CEO, shared his entrepreneurial journey. Recognizing the rising demand for structured insights in financial markets, Calvin established Wizpresso to develop deep learning technologies to augment capital markets workflows. During the interview, Calvin underscored the importance of actively listening to

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Leveraging AI Technology for ESG Benchmarking and Peer Tracking in Hong Kong

/ ESG, Technology, Valuelytics

Market Backdrop In recent years, ESG (environmental, social, and governance) has emerged as an important aspect of corporate governance and responsible business practices globally. The growing emphasis on ESG reflects the recognition that businesses must operate in a socially and environmentally responsible manner to thrive in the long term. Investors are increasingly considering ESG factors

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Automating Credit Assessment in Commercial Loans with Document Intelligence

/ Adnoto, Technology

Background In the fast-paced world of commercial and industrial lending, banks face the ongoing challenge of efficiently and accurately assessing the creditworthiness of companies. The traditional credit assessment process involves meticulous manual work, requiring extensive analysis of financial statements, business models, industry dynamics, credit histories, collateral, and compliance postures. Credit and lending products, on average,

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Streamlining Green Loan and Sustainability-Linked Loan Assessments with AI-Powered ESG Disclosures Analysis

/ ESG, Technology, Valuelytics

Background Following the release of the Paris Agreement, both Hong Kong and China have set ambitious climate targets to limit the increase of the global average temperature. As set out in Hong Kong’s Climate action plan, the government aims to lower emissions 36% by 2030 and achieve carbon neutrality by 2050. To this end, Hong

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How NLP can improve ESG Investing

/ ESG, Technology, Valuelytics

Natural Language Processing (NLP) has the potential to improve ESG investing in a number of ways, from inventing alpha-generating tools to monitoring controversial risk across portfolios. Using NLP technology, investors may capitalize on the worldwide trend of ESG investment. Analytics might be generated by scanning web news, identifying entities, linking them to events, and then

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