Diversification strategy promotion
BAL.AI’s equity long/short business seeks to generate
alpha through a fundamental, bottom-up approach to
analyzing the relative prospects of companies.
Our team invests across sectors and is supported by
our advanced trading, execution, research and
technology teams. Equity portfolios are constructed
based on BAL.AI’s risk framework, which seeks to
minimize market and factor impacts while deploying
capital to ideas with the highest probability of
success.
BAL.AI’s Macro team seeks to exploit opportunities in
all market environments through a diversified
portfolio of complementary strategies. Our investment
team maintains a balance between directional, relative
value and semi-systematic strategies to help us stay
offensive during periods of market stress.
Our Risk Management team works directly with our
portfolio managers to provide insights and data
analysis as well as ongoing risk monitoring. We seek
to manage volatility through a multi-dimensional risk
framework while delivering best-in-class returns.
Collaboration is a key part of our investment process.
We aim to leverage the talent, expertise and insights
of our global team to identify and seize opportunities
across geographies and asset classes.
BAL.AI’s Equity Quant team focuses on uncorrelated
equity investment opportunities in both event and
quantitative strategies. The investment team employs
active risk management techniques and sophisticated
research processes to identify opportunities in these
markets. Through access to BAL.AI’s execution and
mid-back office experts, oversight from the equity
management team, and training and analysis from the
portfolio development team, we can leverage the
synergies between equity quant and equity long-short
strategies.
Equity Quant portfolio managers are fully integrated
into the broader BAL.AI equity platform, and we
encourage cross-team collaboration and portfolio
manager discussions. This allows us to gain insight
into the entire strategy and enhances our ability to
generate diverse ideas.
Three core systems
Financial Market Data Center
Based on market data, it accesses and stores massive
historical data, and uses 64 data preprocessing models to
perform data cleaning, data aggregation, and data display,
fully meeting the personalized business needs of various
financial institutions.
Quantitative Investment Research Center
It integrates key functional modules such as strategy
investment research and strategy backtesting, and realizes
the centralization of all-asset strategy trading,
automation of strategy operation and transaction
execution, and digitalization of strategy backtesting.
Financial Measurement Engine Center
Provides pricing solutions for various financial products,
and tailors calculation engine APIs for institutional
clients, which can perfectly adapt to the business needs
of single assets and multiple assets, and connect various
businesses of front-end transaction pricing and mid-end
risk control.
Harness data and transform it into powerful investment decisions
