Shanghai Asset Management Association Holds "2026 Asset Management Technology Innovation Season," Focusing on Inclusive Wealth Management in the "Era of Super Agents"

The General Office of the Shanghai Municipal People's Government's "Several Opinions on Deepening the Construction of Shanghai as a Global Asset Management Center" proposed, "Strengthen digital and intelligent empowerment in the asset management field. Support asset management institutions in using cutting-edge technologies such as artificial intelligence, blockchain, and big data to accelerate the development of intelligent investment research and intelligent investment advisory, and enhance the efficiency of asset management services" and "Strengthen the construction of the asset management cluster areas of 'one city, one belt, one bay, one zone,' and support Lujiazui Financial City in deepening the Global Asset Management Partners Program"; the "Shanghai Action Plan for High-Quality Promotion of the Construction of a Global Fintech Center" proposed, "Strive to build Shanghai into a globally leading fintech center within 3 to 5 years" and "Accelerate the development of asset management technology. Leverage Shanghai's advantages in building a global asset management center to promote the development of asset management technology."

As an asset management industry association and professional technology association, the Shanghai Asset Management Association actively implements the "Several Opinions" and the "Action Plan," continues to promote "Artificial Intelligence + Asset Management" (AIAM), and fully cooperates with and supports the digital and intelligent development of asset management technology in the "one city, one belt, one bay, one zone" asset management cluster areas.

While supporting the Lingang Special Area 1024 Asset Management Technology Developers Conference series, the Hongkou District fintech park event series, the Huangpu District Bund Conference asset management digital and intelligent special session series, and setting up an asset management "Model Speed Space" office in Xuhui District, the Shanghai Asset Management Association has for many years also continuously supported the Lujiazui Financial City asset management technology "Dual-Practitioner Conference" (Asset Management Technology Innovation Season) series.

Following the Shanghai Asset Management Association's co-hosting of this "2026 Asset Management Technology Innovation Season" with the Lujiazui Administration Bureau and others, the Association will, in November during the "Global Asset Management Center Shanghai International Activity Week," co-host the "Artificial Intelligence Reshaping Investment Management Forum" with Hongkou District and co-host the "1024 Asset Management Technology Developers Conference (ITDC2026)" with the Lingang Special Area, among other events.

On October 21, the "2026 Asset Management Technology Innovation Season" was held at the Fintech Industrial Park in the Lujiazui Financial and Trade Zone. Hosted by the Lujiazui Administration Bureau, the Shanghai Asset Management Association (the "Association"), and the Intelligent Investment Research Technology League (ITL), with the theme "'The Era of Super Intelligent Agents'—Inclusive Wealth Management and Asset Management," it brought together experts from technology enterprises such as Ant Group, Tencent Technology, Zhipu AI, Moonshot AI (Kimi), Caiyue Xingchen, and Shangjian Technology from the "Digital and Intelligent Technology Expert Pool" of the Shanghai Asset Management Association and the Intelligent Investment Research Technology League (ITL).

Relevant leaders from the Financial Office of the Shanghai Municipal Party Committee, the Financial Office of the Pudong New Area District Party Committee, the Lujiazui Administration Bureau, the Shanghai Asset Management Association, and ITL attended the event.

Experts from the "Digital and Intelligent Technology Expert Pool" gave presentations respectively on directions including the construction of enterprise-level financial intelligent agent foundations, equal access to investment research information and methods, inclusive institutional-level research capabilities, large models empowering asset management business, new paradigms of AI investment research, and digital wealth management services, collectively presenting the path of intelligent agent technology transforming from model capabilities to business scenarios.

During the event's discussion session, chief information officers and technology directors from Association member units and financial institutions, together with the experts who gave presentations, held a closed-door discussion around "Customer Service in Wealth Management and Asset Management in 'The Era of Super Intelligent Agents,'" engaging in in-depth exchanges on the implementation paths, compliance challenges, and ecosystem collaboration of intelligent agent technology in customer service scenarios.

In the future, the Shanghai Asset Management Association will, centering on the goal of rebuilding a "Digital and Intelligent Association," continue to promote "Artificial Intelligence + Asset Management" (AIAM), strengthen the alignment and collaboration between asset management technology enterprises and asset management investment institutions, and build more and better industry exchange platforms. It will fully cooperate with and support the new digital and intelligent development of asset management technology in the "one city, one belt, one bay, one zone" asset management cluster areas, and attach importance to enhancing AIAM's influence in the international asset management industry.