Project Details
Fund Amount (RMB)
27,000,000
Description
• Designed an ESG evaluation system covering 10 themes, 137 basic indicators, 350 data points, and 42 internationally aligned risk and opportunity matrix indicators.
• Developed a fully automated ESG scoring system, eliminating human subjectivity and aligning results with market backtesting.
• Implemented real-time sentiment monitoring and dynamic ESG scoring, improving early identification of corporate ESG risks.
• Embedded the ESG AI framework into the Group’s investment management process, creating a reusable model for responsible investing.
• Developed a fully automated ESG scoring system, eliminating human subjectivity and aligning results with market backtesting.
• Implemented real-time sentiment monitoring and dynamic ESG scoring, improving early identification of corporate ESG risks.
• Embedded the ESG AI framework into the Group’s investment management process, creating a reusable model for responsible investing.
Key findings
•Raised Ping An’s MSCI ESG rating from BB (2018) → BBB (2019) → A (2020).
•By 2021, the system covered 4,500+ A-share listed companies, 2,700+ Hong Kong–listed companies, 4,600 bond issuers, 58,000 green bonds, and 14,900 funds.
•Supported the Group’s responsible investment portfolio: by 2022, Ping An’s green investment scale reached RMB 282.3 billion, green banking business exceeded RMB 182 billion, with an annualized net investment return of 4.7%.
•In collaboration with Xinhua News Agency, launched the Xinhua CN-ESG Evaluation System at the 2020 Boao Forum for Chinese Entrepreneurs, positioning Ping An as a leader in ESG for China’s financial industry.
The AI-ESG project was the first AI-driven ESG management system in China’s financial sector, setting a benchmark for green finance implementation and standardization. Its core algorithms, platforms, and data products were transferred in 2020 to OneConnect Financial Technology, Ping An’s fintech affiliate, and deployed as AI engines serving small and medium-sized financial institutions globally. Leveraging these results, I represented Ping An at the Asian Financial Cooperation Association Green Finance Committee inaugural meeting, where I delivered a keynote on the Group’s AI-ESG system. The project won the 2018 Xiangmi Lake Green FinTech Innovation Award and the 2021 Ping An Green Finance Excellence Award. It significantly enhanced Ping An’s capabilities in responsible investment and green finance and had a far-reaching impact on the standardization of ESG practices across China’s financial industry.
•By 2021, the system covered 4,500+ A-share listed companies, 2,700+ Hong Kong–listed companies, 4,600 bond issuers, 58,000 green bonds, and 14,900 funds.
•Supported the Group’s responsible investment portfolio: by 2022, Ping An’s green investment scale reached RMB 282.3 billion, green banking business exceeded RMB 182 billion, with an annualized net investment return of 4.7%.
•In collaboration with Xinhua News Agency, launched the Xinhua CN-ESG Evaluation System at the 2020 Boao Forum for Chinese Entrepreneurs, positioning Ping An as a leader in ESG for China’s financial industry.
The AI-ESG project was the first AI-driven ESG management system in China’s financial sector, setting a benchmark for green finance implementation and standardization. Its core algorithms, platforms, and data products were transferred in 2020 to OneConnect Financial Technology, Ping An’s fintech affiliate, and deployed as AI engines serving small and medium-sized financial institutions globally. Leveraging these results, I represented Ping An at the Asian Financial Cooperation Association Green Finance Committee inaugural meeting, where I delivered a keynote on the Group’s AI-ESG system. The project won the 2018 Xiangmi Lake Green FinTech Innovation Award and the 2021 Ping An Green Finance Excellence Award. It significantly enhanced Ping An’s capabilities in responsible investment and green finance and had a far-reaching impact on the standardization of ESG practices across China’s financial industry.
| Status | Finished |
|---|---|
| Effective start/end date | 1/01/18 → 1/01/20 |
Fingerprint
Explore the research topics touched on by this project. These labels are generated based on the underlying awards/grants. Together they form a unique fingerprint.