2025年6月20日 - 专注于人工智能（AI）与数据投资解决方案的金融科技公司 AQUMON 宣布与 Mercer（美世）达成战略合作。Mercer 是 Marsh McLennan 旗下企业，作为全球领先的顾问公司，致力于帮助客户实现投资目标、塑造未来工作模式，并提升员工健康与退休福利。

 

合作后，AQUMON 的InvestEase.ai将整合**Mercer FundWatch™**的定性投资研究评估与基金评级，为投资者提供更全面的框架，以便在财富管理与投资领域更有效地评估共同基金。

 

AQUMON 成立八年，运用 AI 与数据分析简化投资流程。其InvestEase.ai采用量化技术，分析历史回报、波动性及风险等指标，协助筛选基金。

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**Mercer FundWatch™**是一个整合 Mercer 研究团队二十年全球投资研究经验的平台，通过全面评估，帮助投资者掌握关键信息，从而做出更明智的决策，并深化对投资环境的理解。

 

通过将Mercer FundWatch™的定性洞察融入InvestEase.ai的数据驱动框架，投资者现在可同时获取量化绩效评估与基金经理分析，更全面地评估基金的适配性与潜力。

 

此整合系统能满足基金销售、财务顾问及个人投资者在当今复杂市场中的需求。它强化了尽职调查（due diligence）流程，不仅提供风险调整后回报、基准比较等实证数据，还涵盖经理人的战术性资产配置决策与经济展望等叙述性因素。这种全方位的视角有助于评估基金的韧性，确保选择符合客户的风险承受度与长期目标。

 

此次合作反映了投资管理领域的趋势：结合先进分析与专业见解，对资本配置至关重要。投资者可通过此平台不仅基于绩效指标排名基金，更能结合策略性洞察解读排名，从而优化投资组合构建与持续监控。

 

AQUMON 认为，整合 **Mercer FundWatch™**突显了提升投资工具的重要性，并与双方共同追求的创新目标一致，旨在为财富管理专业人士提供强化受托责任（fiduciary oversight）与客户成果的资源。在复杂多变的环境中，此整合平台为优化基金评估提供了实用解决方案，同时彰显了对支持基金选择、投资组合多元化及风险管理中理性决策的承诺。

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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