陸金所香港推開放式智能投資顧問平台 以人工智能提供財富管理顧問服務
陸金所香港宣布,推出開放式智能投資顧問平台,透過智能投資顧問「Lucy」,為用戶提供量身打造的專屬資產配置方案。該服務上線初期平台將限時免投顧費。
陸金所香港CEO蔡華指,Lucy將因應投資者的個人財務狀況,包括收入、理財目標、風險偏好和投資目標等,提供多元投資組合供選擇,建基於人工智能科技的解決方案能將投資策略交由複雜的算法執行,讓零售投資者選擇合適的投資策略。
陸金所香港同時宣布,與紐約梅隆投資管理達成合作協議,紐約梅隆將根據陸金所香港劃定的風險概況及投資限制提供投資建議。紐約梅隆在向陸金所香港提供投資建議時,不會考慮個別投資者狀況。
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