2025年6月20日 — AQUMON 是一家專注於人工智能（AI）與數據投資解決方案的金融科技公司，今日宣佈與 Mercer達成戰略合作。Mercer 是 Marsh McLennan 旗下企業，作為全球領先的顧問公司，專注於協助客戶實現投資目標、塑造未來工作模式，並提升員工健康與退休福利。

 

此次合作後，AQUMON 的InvestEase.ai將整合**Mercer FundWatch™**的定性投資研究評估與基金評級，為投資者提供更全面的框架，以便在財富管理與投資領域更有效地評估共同基金。

 

AQUMON 成立八年，運用 AI 與數據分析簡化投資流程。其InvestEase.ai採用量化技術，分析歷史回報、波動性及風險等指標，協助篩選基金。

 

**Mercer FundWatch™**是一個整合 Mercer 研究團隊二十年全球投資研究經驗的平台，透過全面評估，幫助投資者掌握關鍵資訊，從而做出更明智的決策，並深化對投資環境的理解。

 

透過將Mercer FundWatch™的定性洞察融入InvestEase.ai的數據驅動框架，投資者現在可同時獲取量化績效評估與基金經理人分析，更全面地評估基金的適配性與潛力。

 

此整合系統能滿足基金銷售、財務顧問及個人投資者在當今複雜市場中的需求。它強化了盡職調查（due diligence）流程，不僅提供風險調整後回報、基準比較等實證數據，還涵蓋經理人的戰術性資產配置決策與經濟展望等敘述性因素。這種全方位的視角有助評估基金的韌性，確保選擇符合客戶的風險承受度與長期目標。

 

此次合作反映了投資管理領域的趨勢：結合先進分析與專業見解，對資本配置至關重要。投資者可透過此平台不僅基於績效指標排名基金，更能結合策略性洞察解讀排名，從而優化投資組合建構與持續監控。

 

AQUMON 認為，整合**Mercer FundWatch™**突顯了提升投資工具的重要性，並與雙方共同追求的創新目標一致，旨在為財富管理專業人士提供強化受託責任（fiduciary oversight）與客戶成果的資源。在複雜多變的環境中，此整合平台為優化基金評估提供了實用解決方案，同時彰顯了對支持基金選擇、投資組合多元化及風險管理中理性決策的承諾。

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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