Systematic · Disciplined · Enduring

远见洞察未来
以科技稳健创富
The Foresight to See the Future,
The Technology to Build Lasting Wealth

远见金融科技(Foresight FinTech)是一家研究驱动的系统化投资机构。我们以多因子模型为核心,用可验证的证据构建投资组合,在风险可控的前提下,追求跨越周期的长期复利。 Foresight FinTech is a research-driven systematic investment firm. With multi-factor models at our core, we build portfolios on verifiable evidence — pursuing long-term compounding across market cycles, with risk firmly under control.

SCROLL
0+
专项量化研究Dedicated Research Studies
0
独立因子体系Independent Factor Families
0
风险防御架构Layers of Risk Defense
0%
系统化自动执行Systematic Execution
Our Philosophy · 投资理念

市场无法预测,
但纪律可以选择
Markets Cannot Be Predicted.
Discipline Can Be Chosen.

我们不依赖任何个人的市场直觉。每一条进入实盘的规则,都必须先在严格的历史检验与样本外验证中证明自己;每一次交易,都由系统在既定的风险预算内自动完成。我们相信,长期超额收益来自可重复的过程,而非偶然的判断。 We rely on no one's market intuition. Every rule that reaches live capital must first prove itself through rigorous historical testing and out-of-sample validation; every trade is executed automatically within a predefined risk budget. We believe durable excess returns come from repeatable process, not occasional judgment.

01

证据优先 EVIDENCE FIRST Evidence First 证据优先

任何信号在获得资本配置之前,必须通过点时数据回测、样本外验证与稳健性压力测试,未经证明的想法权重为零。 Before any signal earns an allocation, it must survive point-in-time backtesting, out-of-sample validation and robustness stress tests. Unproven ideas receive zero weight.

02

风险先行 RISK FIRST Risk First 风险先行

我们先定义可以承受的损失,再讨论可能获得的收益。风险预算决定仓位,而不是收益预期决定仓位。 We define acceptable loss before discussing potential return. Risk budgets determine position sizes — return expectations do not.

03

纪律执行 DISCIPLINE Discipline 纪律执行

从信号生成到下单执行全程自动化,将情绪、侥幸与临场发挥彻底排除在投资流程之外。 From signal generation to order execution, the process is fully automated — removing emotion, wishful thinking and improvisation from investing.

Strategies · 策略体系

四位一体的系统化投资引擎 Four Engines, One System

选股、择时、防御与配权四个模块相互独立又彼此制衡,共同构成一个在不同市场环境下都有章可循的完整体系。 Selection, timing, defense and allocation operate as independent yet mutually restraining modules — a complete system with clear rules for every market environment.

多因子阿尔法引擎Multi-Factor Alpha Engine

Multi-Factor Alpha多因子阿尔法

融合动量、盈余修正、市场情绪等多维独立信号,在行业内部进行中性化比较,寻找真正由公司基本面驱动的超额收益来源,而非行业景气的搭便车者。 Blends momentum, earnings revision, market sentiment and other independent signals, compared neutrally within each industry — seeking excess returns genuinely driven by company fundamentals, not free rides on sector momentum.

市场状态识别Market Regime Detection

Regime Detection市场状态识别

通过宏观趋势与市场广度指标持续判定所处的市场环境,在环境恶化时分级、平滑地降低风险敞口,避免在暴风雨中满帆航行。 Continuously classifies the market environment using macro-trend and breadth indicators, reducing exposure in graduated, orderly steps as conditions deteriorate — never sailing at full canvas into a storm.

跨资产防御配置Cross-Asset Defensive Overlay

Defensive Overlay跨资产防御

在防御状态下动态引入国债、黄金等低相关资产,以真实的跨资产分散——而非简单持有现金——为组合提供下行缓冲。 In defensive regimes, dynamically introduces Treasuries, gold and other low-correlation assets — cushioning drawdowns through genuine cross-asset diversification rather than simply holding cash.

因子协方差风险预算Factor Covariance Risk Budgeting

Risk Budgeting风险预算

基于因子间协方差结构分配风险,而非简单等权;确保任何单一因子失效都不足以动摇组合全局,持续提升有效分散度。 Allocates risk according to the covariance structure across factors rather than naive equal weighting — ensuring no single factor's failure can destabilize the portfolio, and steadily improving effective diversification.

Performance · 业绩表现

用可验证的结果说话 Measured by Verifiable Results

我们以风险调整后的长期表现,而非单一年份的高收益,来衡量成功。以下为策略特征的示意性说明,完整且经独立核验的历史业绩,向合格投资者依约披露。 We measure success by risk-adjusted performance over full cycles — not by the return of any single year. The figures below illustrate the strategy profile; complete, independently verified track record is disclosed to qualified investors under agreement.

示意Illus.
14.2%
年化收益率Annualized Return
风险调整后 · 示意Risk-adjusted · illustrative
示意Illus.
1.68
夏普比率Sharpe Ratio
每单位风险的回报 · 示意Return per unit of risk · illustrative
示意Illus.
-9.6%
最大回撤Max Drawdown
峰谷跌幅 · 示意Peak-to-trough · illustrative
示意Illus.
0.35
与市场相关性Correlation to Market
真实分散来源 · 示意Genuine diversification · illustrative
重要提示:Important: 上述数字与图表均为示意性内容,用于说明策略的风险收益特征,不代表任何真实账户的历史业绩,亦不构成对未来收益的承诺。投资有风险,过往表现不预示未来结果。经审计的完整业绩记录向合格投资者依约提供。 The figures and charts above are illustrative, intended to convey the strategy's risk-return profile. They do not represent the historical performance of any actual account, nor any promise of future returns. Investment involves risk; past performance does not indicate future results. Audited, complete performance records are available to qualified investors upon request.
Research & Validation · 研究验证

每一条规则,都经过审判 Every Rule Stands Trial

系统化纪律 vs. 被动持有Systematic Discipline vs. Passive Holding 示意图 · Illustrative OnlyIllustrative — not actual performance
系统化策略(示意)Systematic strategy (illustrative) 市场基准(示意)Market benchmark (illustrative)

点时数据回测Point-in-Time Backtesting

使用 Point-in-Time 历史成分与数据,彻底消除幸存者偏差与前视偏差,只用"当时真的知道的信息"检验策略。 Historical constituents and data are used exactly as they were known at the time, eliminating survivorship and look-ahead bias — strategies are tested only on information that truly existed.

样本外验证Out-of-Sample Validation

研究与验证数据严格分离,策略必须在从未用于开发的时间段上重现有效性,才能进入实盘。 Research and validation data are strictly separated. A strategy must reproduce its edge on periods never used in development before it reaches live capital.

参数稳健性研究Parameter Robustness

对关键参数进行系统性扰动测试,只保留在宽参数区间内都成立的规则,拒绝一切"精调出来的幻觉"。 Key parameters are systematically perturbed; only rules that hold across wide parameter ranges survive. We reject every finely-tuned illusion.

多轮独立审计Independent Audits

投资流程定期接受独立视角的方法论审计,主动寻找并修复统计与工程上的薄弱环节,让体系在质疑中变得更强。 The investment process undergoes recurring methodological audits from an independent perspective — actively seeking out statistical and engineering weaknesses so the system grows stronger under scrutiny.

Risk Management · 风险管理

三层防御,全天候在岗 Three Lines of Defense, Always on Watch

收益由市场给予,风险由我们掌控。从组合结构到实时运营,三道相互独立的防线确保任何单点故障都不会演变为不可挽回的损失。 Markets grant returns; we govern risk. From portfolio structure to live operations, three independent lines of defense ensure no single failure can become an irrecoverable loss.

组合层Portfolio Portfolio组合层
  • 因子风险预算Factor risk budgeting 约束单一收益来源的风险贡献,避免隐性集中 Caps each return source's risk contribution, preventing hidden concentration
  • 持仓分散与容量管理Diversification & capacity limits 控制个股权重与流动性占比 Controls single-stock weights and liquidity footprint
  • 行业敞口约束Sector exposure constraints 防止组合演变为单一行业的杠杆表达 Keeps the portfolio from becoming a leveraged bet on one industry
  • 闲置资金管理Idle-cash management 未部署资金自动配置于短久期国债工具 Undeployed capital automatically parked in short-duration Treasury instruments
策略层Strategy Strategy策略层
  • 状态分级降险Graduated de-risking 市场环境恶化时平滑降低净敞口 Smoothly reduces net exposure as market regimes deteriorate
  • 灾难性止损Catastrophe stop 为极端尾部情形预设不可协商的退出纪律 A non-negotiable exit discipline pre-set for extreme tail events
  • 防御资产切换Defensive asset rotation 压力时期自动转向低相关防御配置 Automatically shifts toward low-correlation defensive allocations under stress
  • 部署红线Deployment red lines 信号置信度不足时,宁可少配也不强行满仓 When signal confidence is insufficient, we deploy less rather than force full investment
运营层Operations Operations运营层
  • 盘中守护进程Intraday guardian 实时监测极端异动与操作故障,只防灾难、不做噪声交易 Monitors extreme moves and operational faults in real time — defends against disasters only, never trades noise
  • 数据新鲜度护栏Data freshness guardrails 价格与信号数据过期即熔断,拒绝"用旧地图开船" Stale prices or signals trip a circuit breaker — we refuse to sail by an old map
  • 7×24 自动监控24/7 automated monitoring 数据、信号、执行全链路自动巡检与告警 End-to-end checks and alerts across data, signals and execution
  • 全流程审计日志Full audit trail 每一笔决策可回溯、可复盘、可问责 Every decision is traceable, reviewable and accountable
Process · 投资流程

从数据到持仓,一条透明的流水线 From Data to Portfolio, One Transparent Pipeline

数据管线Data Pipeline

多源行情与基本面数据自动采集、清洗、对齐,并做新鲜度校验。 Multi-source market and fundamental data automatically collected, cleaned, aligned and freshness-checked.

因子研究Factor Research

信号构建、正交化与边际贡献分析,持续汰弱留强。 Signal construction, orthogonalization and marginal-contribution analysis; the weak are continuously retired.

组合构建Portfolio Construction

协方差风险预算配权,叠加状态识别与防御模块。 Covariance-based risk budgeting, layered with regime detection and defensive modules.

自动执行Automated Execution

系统按既定规则生成并执行交易,全程无人工干预。 Trades are generated and executed by the system under predefined rules — no manual intervention.

监控复盘Monitor & Review

实时风控监测与定期归因复盘,反哺下一轮研究。 Real-time risk monitoring and periodic attribution reviews feed the next research cycle.

Our Team · 核心团队

跨越科技与金融的国际团队 An International Team at the Intersection of Technology and Finance

我们的核心团队汇聚了来自量化投资、人工智能、金融工程与高性能系统等领域的国际化人才,拥有一流机构与前沿科技的从业背景,以科学的方法和工程的严谨共同管理资本。 Our core team brings together international talent across quantitative investing, artificial intelligence, financial engineering and high-performance systems — with backgrounds at leading institutions and at the frontier of technology, managing capital with scientific method and engineering rigor.

首席投资官Chief Investment Officer

Investment · Strategy

统筹投资决策与风险预算,拥有二十年跨市场资产管理与系统化策略经验。 Leads investment decisions and risk budgeting, with two decades of cross-market asset management and systematic strategy experience.

系统化投资Systematic Investing 宏观配置Macro Allocation

量化研究总监Head of Quantitative Research

Quant Research

主导多因子模型与信号研究,专注统计套利与因子正交化,发表多篇实证金融研究。 Drives multi-factor modeling and signal research, focused on statistical arbitrage and factor orthogonalization, with published empirical-finance work.

多因子模型Multi-Factor Models 统计套利Stat-Arb

AI 与机器学习主管Head of AI & Machine Learning

AI · Machine Learning

负责深度学习与另类数据建模,将自然语言处理用于市场情绪与盈余修正信号的提取。 Leads deep learning and alternative-data modeling, applying NLP to extract market-sentiment and earnings-revision signals.

深度学习Deep Learning 另类数据Alt Data

投资组合与风险主管Head of Portfolio & Risk

Portfolio · Risk

设计因子协方差风险预算与跨资产防御框架,确保组合在极端环境下的韧性。 Designs factor-covariance risk budgeting and cross-asset defensive frameworks, ensuring portfolio resilience through extreme regimes.

风险预算Risk Budgeting 组合优化Portfolio Optimization

首席技术官Chief Technology Officer

Engineering · Systems

构建自动化交易与实时风控系统,专注低延迟执行、数据管线与全链路可靠性。 Builds the automated-trading and real-time risk systems, focused on low-latency execution, data pipelines and end-to-end reliability.

交易系统Trading Systems 高性能计算HPC

数据科学主管Head of Data Science

Data Science

主管数据工程与点时数据治理,负责信号验证、回测基础设施与数据新鲜度护栏。 Oversees data engineering and point-in-time data governance, responsible for signal validation, backtesting infrastructure and data-freshness guardrails.

数据工程Data Engineering 回测基建Backtest Infra

完整团队履历与联系方式,向合格投资者依约披露。 Full team biographies and details are disclosed to qualified investors under agreement.

短期的波动无法避免,
但长期的纪律可以选择。
Short-term volatility cannot be avoided.
Long-term discipline can be chosen.
远见金融科技Foresight FinTech
Contact · 联系我们

与我们开始一次对话 Start a Conversation

我们欢迎认同长期主义与系统化投资理念的合格投资者与机构伙伴。如您希望进一步了解我们的投资方法与合作方式,请留下您的信息,我们将在两个工作日内与您联系。 We welcome qualified investors and institutional partners who share our belief in long-term, systematic investing. To learn more about our approach and how we work with partners, leave your details and we will respond within two business days.

Office预约制 · 仅接待合格投资者By appointment · Qualified investors only
Hours周一至周五 9:00 – 18:00Mon – Fri, 9:00 – 18:00

提交即表示您同意我们通过上述方式与您联系。我们不会向任何第三方披露您的信息。 By submitting, you agree to be contacted via the details above. Your information will never be shared with third parties.