Datayes is an artificial intelligence technology company headquartered in Shanghai, China, founded in 2013. The founder and current chairman of the company is Feng Xiao. Datayes aims to integrate information technologies such as artificial intelligence, big data, and cloud computing with professional investment concepts, striving to create the next-generation investment platform.
Datayes primarily provides intelligent asset management solutions for investors and offers intelligent advisory products for financial institutions and individual investors. These solutions include services in areas like financial big data, intelligent investment research, fund advisory, intelligent FOF (Fund of Funds), portfolio analysis and risk management, as well as quantitative investment.
Financial big data covers 14 categories of traditional financial data and 9 categories of alternative data, aiming to meet the needs of fundamental and quantitative research, trading, risk management, and various business scenarios. Datayes provides financial data services and technical support to a diverse range of clients.
Intelligent investment research includes intelligent search and intelligent monitoring. Intelligent search is a vertical search scenario constructed based on knowledge graphs, enabling intelligent search for data, charts, news, announcements, and research reports, while understanding the researcher's search intentions and achieving data aggregation. Intelligent monitoring filters out anomalies in information such as fundamentals and industry chains from massive big data based on investment research logic and provides real-time alerts.
Fund advisory includes functions such as market-wide fund selection and evaluation, asset allocation and portfolio management, as well as internal collaboration and results management. Market-wide fund selection and evaluation leverage massive data information from the entire fund market, providing hundreds of metrics for returns, risks, and attributions, combined with a scoring system and performance analysis attribution model for selection. Asset allocation and portfolio management support full-process asset allocation research, from large asset research, asset allocation, portfolio optimization to simulated portfolio tracking, offering risk monitoring compliant with various regulatory standards. Internal collaboration and results management provide functions for fund research, fund pool management, evaluation of fund managers/companies, and due diligence management, helping internal members collaborate and consolidate research report results.
Intelligent FOF includes intelligent matching and accompanying services. Intelligent matching is based on understanding financial products and AI-driven market expectations, enhancing the connection between strategists and wealth advisors to user needs, to implement FOF solutions. Accompanying services provide investment advice and information services to users.
Portfolio analysis and risk management include attribution analysis and performance evaluation, stress testing and risk management, and regulatory reporting and custom monitoring. Attribution analysis and performance evaluation offer reports and attribution models for different types of products, analyzing sources of returns and risk exposure. Stress testing and risk management establish a risk analysis system, supporting stress testing and scenario analysis under various conditions, showcasing portfolio risks in extreme scenarios to help users predict and respond to market changes. Regulatory reporting and custom monitoring cater to various regulatory requirements by providing regular reporting forms and custom market monitoring.
Datayes also offers products and services related to quantitative investment, including massive data and factor mining, risk factors and risk prediction, as well as portfolio management and strategy decision support. Massive data and factor mining integrate foundational and alternative data from multiple sources, enhancing the scope for factor search. Risk factors and risk prediction monitor risk factor exposures and return changes based on risk models, and control portfolio risk exposure using a portfolio optimizer to provide a return-risk ratio. Portfolio management and strategy decision support facilitate automated simulated investment portfolio management based on multi-asset strategies, supporting the investment decisions of fund managers and individual clients' strategy follow-ups.
Products from Datayes are designed for financial institutions and individual investors, including products like Luobotouzi and UQer for financial institutions, as well as personal investment products like the Luoboyan APP, Tonglian Wealth APP, and Shenyian Wealth APP.
