About Us Our Clients Awards Media Incubation Contact Us English 繁體中文 简体中文 Pioneer in Quantitative Finance and Algo Trading in Asia We believe in creating stable and sustainable investment returns Rigorous risk management is the priority of our business Technology has always been in our DNA, and will continue to take center stage at our business ALGO TRADING New Paradigm Because of the global economic integration, as well as the soaring role of internet and rapid deployment of technology in the past decade, the ways how we invest have been changed. Paradigm changes in both market infrastructure and investment behavior are therefore observed: In the capital markets, inter-linkages among global markets as well as free and timely fund flow appear. In the aspect of information, information asymmetry is minimized and dissemination of information becomes rapid. For the Government, there is a higher level of intervention, free market rules and norms are changed and interrelation with black swan events appears. In order to be successful in today’s investment environment, we have to emphasise the capabilities of: Practice on a diverse spectrum of investment strategies Viewing them from a global perspective Simultaneously checking on multiple market conditions Advanced technology adoption Big data analytics & information processing for timely decision making Rigorous risk management Ultra-low latency Accurate trading execution Avoiding emotional investing and human errors resulted from sudden events, such as political incidences Unsurprisingly, a market trend shifting from traditional investment funds to algo based funds in the recent years is seen. The approaches of traditional investment funds are changed as below: Traditional Approach Algo Approach Bottom up research Big data research & analytics Product selection Identify patterns and opportunities – formation of strategy Trading decision based on personal views and experience Construct quant models generate trading signals automatically Portfolio construction using subjective approach Portfolio construction using analytical approach Monitoring Real-time performance and risk monitoring ABOUT US Our Business CASH Algo Finance Group Ltd. (“CAFG”) is a member of Celestial Asia Securities Holdings Ltd. (“CASH Group”, SEHK: 1049). Established in 1972, the CASH Group is a leading multi-faceted service conglomerate, with solid foundation in financial services industry. CAFG marries expertise in financial markets with innovation in technology, engaging leading edge FinTech to create superior and sustainable value for investors. As the Asia pioneer in quantitative and algorithmic trading, CAFG has been delivering stable returns since 2009, through multiple rounds of market turbulence. Such proven track record is backed by strong infrastructure R&D and active adoption of disruptive technology. CAFG has established a one-stop platform in-house for the entire investment lifecycle, supporting data analytics, strategy deployment, smart execution and robust risk management. Our Unique Strengths As a first mover in the field, we have the unique strengths to combine the following key success factors: Big Data Analytics Better trading decisions can be brought as they are driven by mathematical / statistical models built upon big data analytics and thorough research on market behavior. Low latency system Reaction to market events faster than the competition increases trade profitability. Time Series Database The time series database of CAFG supports the research & development, trading process and the post-trade analysis. Real-Time Risk Management Application of in-house risk monitoring interface and a centralised market/trading data analytics system help minimise risk around trading decisions. Our risk management mechanism includes both pre-trade controls and post-trade monitoring. Pre-trade controls are adopted in strategy development, trading execution and capital management, followed by immediate risk detection through post-trade monitoring. Direct Access to World’s Major Exchanges CAFG is the only FinTech house in Hong Kong which has direct access into the major exchanges in the world, including CME, Börse Frankfurt, SGX, HKEx, and SSE, bringing bigger profits to our clients with fast response to a wide range of markets. Diversified Portfolio CAFG has a versatile platform supporting various types of strategies to be adopted for different products. Strategies: High Frequency Trading, Cross-Market Models, Low Latency Requirements, Calculate Precision, etc Products: Options and Futures, Commodity Futures (Metals), Commodity Futures (Agriculture), Funds (Exchange Traded Funds / Exchange Traded Note/ Mutual Funds, etc.),Equity,Fixed Income and Derivative Warrants, etc Our One-Stop Algo Trading Solution With our One-Stop Algo Trading Solution, we are committed to creating stable and sustainable investment returns for our clients. 1. Back Testing (Historical Data) A simulation of trading strategy is done on relevant past data in order to gauge its effectiveness. 2. Paper Trade Testing (Real-Time Market Data Feed) Real-time market data is used to test the effectiveness of the trading strategy. 3. Pilot Testing & Pre-production Risk Assessment Pilot testing is a trial run of the trading process which can help catch potential problems. Pre-production Risk Assessment is conducted to identify any risks that could occur during the trading process. 4. Co-location at Global Exchanges World’s major exchanges are connected to the CAFG. 5. Risk Controls Risk controls are applied on different levels to minimize the risks. 6. Production (Order & Execution) The strategy is executed. Key Development 1998 – Corporate mission of CASH Group (HKSE:1049) set to marry advanced technology with financial services 2009 – CAFG, a pioneer in Asia,founded - The first algo-trading strategy launched - Expanded into global markets/products: equities, derivatives, commodities, index futures, currencies, etc. 2014 – Research center set up at the Hong Kong Science Park - Research & Development on one-stop trading solutions platform and a wide spectrum of trading strategies - Grew to 6 trading teams and over 30 trading strategies 2016 – Granted SFC License on Asset Management Our Vision Re-define the financial market The world’s leading innovative trading infrastructure Across multiple channels, times zones and borders Low latency, high resilience and security Be the pioneer in quantitative finance & algo trading Add value with personalised quant models and algo trading experience Leverage innovative ICT capabilities and a team of world-class professionals Perform our social responsibilities Educate and promote quantitative finance amongst students Empower their career growth Professional Management BANKEE KWAN, JP Chairman & CEO DBA(Hon), MBA, BBA, FFA, FHKSI, CPM(HK), FHKIM Dr Kwan is responsible for devising the overall business strategy of the Group. Dr Kwan has extensive experience in corporate management, strategic planning, marketing management, financial advisory and banking. An MBA graduate from The Murdoch University of Perth, Australia and a BBA graduate from The Chinese University of Hong Kong, Dr Kwan was also conferred an Honorary Doctorate degree in Business Administration. Dr Kwan is also a fellow of the Institute of Financial Accountants, UK, the Hong Kong Securities and Investment Institute and the Hong Kong Institute of Marketing (HKIM). He is a Certified Professional Marketer (HK) of HKIM. He is a Justice of Peace (JP) of the HKSAR. Dr Kwan is a firm believer in youth education and development. He is a John Harvard fellow of The Harvard University, US; a member of the Harvard University Asia Center Advisory Committee; a trustee of New Asia College of The Chinese University of Hong Kong; an honorary fellow of the Hong Kong Metropolitan University; a member of the Court of City University of Hong Kong, an Adjunct Professor of The Hang Seng University of Hong Kong, an honorary director of the Pan Sutong Shanghai-Hong Kong Economic Policy Research Institute (PSEI) of Lingnan University of Hong Kong and an advisory professor and a honorary member of the Board of Trustees of Nanjing University. Dr Kwan is also an honorary advisor of several higher education institutions, including the LiPACE of the Hong Kong Metropolitan University and the Academy of Oriental Studies of Peking University. In addition to education, Dr Kwan is also active in serving the community. Currently, he is the deputy chairman of the Business Facilitation Advisory Committee (BFAC) and also the convenor of the Wholesale and Retail Task Force (WRTF) of BFAC; a non-executive director of the Mandatory Provident Fund Schemes Authority (MPFA); a standing committee member and vice convener (Hong Kong and Macao Members) of the Chinese People’s Political Consultative Conference (CPPCC), Shanghai Committee; executive vice president of Hong Kong-Shanghai Economic Development Association; a member of the 5th Council of the China Overseas Friendship Association; a member of the Election Committee for the Fourth, the Fifth and the Sixth Term of the Chief Executive Election of the HKSAR; a director, honorary advisor and past chairman of the Hong Kong Retail Management Association (HKRMA); a member of the Labour Advisory Board of the HKSAR; a member of the Marketing Management Committee of the Hong Kong Management Association (HKMA); a director of the Hong Kong Justice of Peace Association; an honorary advisor of Hong Kong Small and Medium Enterprises Association. Dr Kwan has also been a member of the Central Policy Unit of the Government of the HKSAR and an honorary advisor of the CEPA Business Opportunities Development Alliance. In December 2009, Dr Kwan was named “Entrepreneur of the Year 2009” in the Asia Pacific Entrepreneurship Awards as organised by Enterprise Asia, which recognised his outstanding entrepreneurial success and significant contributions to economic life and society. In April 2016, Dr Kwan was named “Man of the Year for Leadership in Asia” by IAIR, the world’s leading financial magazine. The annual IAIR Awards recognise outstanding professionals who actively promote excellences in innovation and sustainability. In August 2018, he was bestowed with the “World Outstanding Chinese Award” organised by World Chinese Business Investments Foundation, which recognised his great contribution to the global Chinese society. In December 2019, The Hang Seng University of Hong Kong bestowed the “Junzi Entrepreneur Award” on Dr Kwan, recognising his continuous contribution to the society of Hong Kong. Lewis Li Chief Financial Officer BBus, CPA(Aus), CPA Mr Li is responsible for overseeing the Group’s overall financial and accounting management. Mr Li has extensive experience in the fields of financial and accounting management. He received a Bachelor of Business Degree from Swinburne University of Technology, Australia. He is a Certified Practising Accountant of Australia and a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants. Angela Wong Deputy Chief Executive Officer EMBA, CFA Ms Wong is in charge of the operations of CASH Algo Finance Group. Ms Wong is an Executive MBA of Tsinghua University, Beijing and is a Chartered Financial Analyst. She has extensive experience in financial services and wealth management in North America, Hong Kong and Mainland China. Jeffrey Kwan Executive Director BA, MHKSI Mr Kwan is in charge of corporate management and strategic investments. He has extensive experience in financial technology, corporate and strategic management, private equity and investment management. Mr Kwan received a Bachelor of Arts in Psychology from the Johns Hopkins University, US. He is a member of the Hong Kong Securities and Investment Institute. OUR CLIENTS Our clients are like-minded professional investors: High Net Wealth Individuals Endowment Fund investors Pension Fund investors Sovereign Fund investors Together with our clients, we would achieve investment goals of: Stable return Rigorous risk control Strict Discipline Our team and clients share the belief in rule-based methodologies, empowering mathematical and statistical models driven by advanced technology. AWARDS IFTA Fintech Achievement Award 2019 CASH Algo Finance Group (CAFG) received the Gold Award of Corporate Achievements in FinTech (Algo-Trading) in the IFTA Fintech Achievement Award 2019 organised by Institute of Financial Technologists of Asia in recognition of CAFG’s contribution to the FinTech development in Hong Kong. FinTech Awards 2018 Applied in Alpha i, CFSG’s A.I. mobile app, EMD Candlestick, which is co-developed by CAFG and The Chinese University of Hong Kong, is well recognised by the industry and the professionals, bringing CAFG the FinTech of the Year 2018 in Start-up award and Outstanding Big Data Application and Analytics Solution award in the FinTech Award 2018 organised by ET NET. IFTA Fintech Achievement Award 2018 CASH Algo Finance Group (CAFG) was bestowed with the Platinum Award in the IFTA Fintech Achievement Award 2018 organised by Institute of Financial Technologists of Asia in recognition of CAFG’s excellent performance in FinTech which is well received by the industry. Caring Company CAFG was awarded “Caring Company” logo by The Hong Kong Council of Social Service in recognition of its good corporate citizenship and contribution to the society. MEDIA The following articles are the media coverage of CAFG: 2019 media coverage 2018 media coverage 2016/17 media coverage 2015/16 media coverage 機構參訪|金融工程碩士學生參訪時富量化金融集團 Sohu 20 March 2019 CASH Algo HKSTP 2019 INCUBATION We provide an algo incubation service to assist algo traders, quant strategists, and academia who want to research, develop, test and launch their trading ideas. We can help to develop and program the trading strategies, execute trades, provide funding, control risks, as well as supporting legal, operational and administrative matters. For algo traders who have existing models, we can provide back-test and verification services to test out the models in other markets. Co-operation with Universities CAFG co-operates with colleges and universities from world’s top-notched institutions including: Boston University City University of Hong Kong Columbia University Harvard University Massachusetts Institute of Technology Stanford University The Chinese University of Hong Kong The Hong Kong University of Science and Technology The University of Hong Kong (listed in alphabetical order) Inter-University Algo Trading Contest http://algocontest.cashalgo.com/ CONTACT US If you are interested in finding out more about our services, please contact us at: 28/F, Manhattan Place, 23 Wang Tai Road Kownloon Bay, Hong Kong Unit 518, 5/F, No.12 Science Park West Avenue Hong Kong Science Park, Hong Kong Room 201, Block A, No.1, 1 Qianwan Road, Qianhai Shenzhen-Hong Kong Cooperation Zone, Shenzhen, P.R.China Room 108, 26 Jiafeng Road, China (Shanghai) Pilot Free-Trade Zone, Pudong New Area, Shanghai, P.R.China Tel: (852) 2287 8888 Fax: (852) 2287 8000 Email: info@cashalgo.com Disclaimer | Privacy ©Copyright. 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