Page 22 - CCFA Journal - Second Issue

人物专访 Interview
Yicent: 鉴于您从事投资行业已有二十多年了，您能否与我们分
享在金融市场上学到的最有价值的东西？我知道这是一个非常
宽泛的问题，但是能不能选择一两点讲讲？
Seco 教授: 我想谈谈一件基本的事情。我们已经知道这个一年
多了，我们理解金融市场的能力将从彭博等结构化数据向推特
或彭博新闻等非结构化数据平稳过渡。这个过程将会加速。在
这种情况下，我们正从数字世界转到我们称之为模拟世界的地
方，我们正在回去。更准确地说，我们正在将一切数字化为更
高维度的数字。这将对一切产生巨大影响，例如，公司使用基
本分析结合用语言而不是数字的敏感性分析进行交易。您必须
对这方面有真正的了解，这将影响风险管理，因为合规性和法
规将受到难以量化的因素的影响。例如，ESG（环境，社会和
治理）几乎是您必须衡量的心理学事物或社会学元素。这将使
该行业具有竞争力和吸引力。同时，它将需要具有相应的不同
技能的人参与。我们将看到越来越多的科学家参与到金融市场
中来。在此，我想指出，社会科学家对金融市场的影响将非常
大。
Yicent: 是什么让您在这些日子坚持下来？
Seco 教授: 不是具体的一件事，而是 “担心” 让我坚持下来。担
心有可能失去的一些机会，例如我失去了什么，我没有意识到
什么，哪些我遗漏的公司将产生重大影响，哪些遗漏的行业我
们 MMF 学生可以找到工作，又或加拿大或者中国市场哪些部
门在招人。考虑到我经常这里那里，来来回回的情况，我也在
思考如何帮助中国大学的学生与加拿大大学联系。这就是为什
么创立 GGSJ，创建项目来实际帮助他们建立中加之间的联系。
我担心周围的人失去潜在机会，这让我坚持下来。
CCFA JOURNAL OF FINANCE
加中金融
Yicent: Given that you have been in the investment industry for more
than two decades, can you share the most valuable thing you learned
in financial markets with us? I understand it is a very broad question,
but let’s pick one or two?
Professor Seco: I am going to talk about one thing that is
fundamental. We have known this for over a year that there’s going
to be a smooth transition in our ability to understand financial
markets from structured data like Bloomberg to unstructured data
like Twitter or Bloomberg News etc. That process is going to be
accelerating. In this circumstance we are going from the digital world
to where we call it an analog world and we are going back. To be
more precise we are digitalizing everything into a higher dimensional
digital. This is going to have a tremendous impact on everything for
example from trading when companies are using fundamental
analysis along with sensitivity analysis that uses words not numbers.
You have to have a real understanding of this aspect, and that is going
to affect risk management in the sense that compliance and regulation
are going to be affected by things that are hard to quantify. For
example, ESG (environmental, social and governance) is almost a
psychology thing or sociological element that you have to quantify.
This will make the industry competitive and interesting. At the same
time, it will require different types of individuals who have that
skillset to participate in it. We are going to see more and more
scientists participate in financial markets going forward. So, I want
to point out that the impact of social scientists in financial markets is
going to be very high.
Yicent: What keeps you up these days most of the time?
Professor Seco: It’s not really a specific thing that keeps me up
because of worry. It is the potential of missing opportunities such as
what I am missing, what I did not realize, what companies I am
missing that is going to have a tremendous effect, what industry I am
missing where our MMF student can find a job, or which sector in
the Canadian or Chinese market is looking for people. Also, I am
thinking about how I can help a student from Chinese universities to
connect with Canadian universities, given the fact that I am here and
there, back and forth for most of the time. That is how GGSJ was
created by creating programs to actually help them get connected
between China and Canada. These things are my fears of losing
potential opportunities for people around me that keep me up.
DECEMBER 2020
Page 22 第22页