Building a Next-Generation Asset Management Platform for the Retail Investor Revolution with Google Cloud
Key talking points:
- The Retail Investor Shift: The shift from conventional savings instruments to equity ownership, both direct and through mutual funds, is creating a huge opportunity for AMCs. Stress the need for AMCs to adapt and cater to this growing retail investor base’s demands.
- Data & AI for Competitive Edge: Growing importance of data and AI in asset management, enabling AMCs to:
- Gain deeper insights: Analyze market trends, investor behavior, and risk factors in real-time.
- Make informed decisions: Improve investment strategies, portfolio construction, and risk management.
- Personalize services: Offer tailored investment recommendations and customer experiences.
- Google Cloud as the Enabler: Google Cloud can help AMCs build a next-generation asset management platform by:
- Scaling infrastructure: Handle large volumes of data and AI workloads with ease.
- Leveraging advanced analytics and AI tools: Access BigQuery, Vertex AI, and other Google Cloud tools to gain insights and make data-driven decisions.
- Ensuring data security and compliance: Protect sensitive investor data with Google Cloud’s robust security measures.
How Google Cloud can add value to AMCs:
- Build a data lake: Consolidate data from various sources, including market feeds, investor portfolios, and transactional data, into a single, scalable repository on Google Cloud Storage.
- Leverage AI-powered insights: Use BigQuery ML and Vertex AI to build predictive models for investment performance, risk analysis, and customer churn.
- Optimize portfolio management: Use AI algorithms to optimize portfolio construction and rebalancing based on real-time market conditions.
- Enhance customer experience: Build AI-powered chatbots and virtual assistants to provide 24/7 customer support and answer queries related to investments, account balances, and transactions.
- Automate operations: Streamline back-office processes such as KYC, AML, and trade settlement using Google Cloud’s AI and automation tools.
By leveraging the power of Google Cloud, AMCs can build a next-generation asset management platform that is scalable, data-driven, and AI-powered. This will enable them to effectively cater to the growing retail investor base, gain a competitive edge, and achieve sustainable growth.
Agenda
6:00 pm - 7:00 pm |
Registration : (30 mins) |
7:00 pm - 8:15 pm |
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8:15 pm - 10:00 pm |
Cocktail and dinner (120 mins) |