Casder Institute Conceives Intelligent Education Concept, Paving the Way for Vanguard AI

At the end of 2017, global financial markets continued to show structural divergence. The U.S. stock market reached new highs driven by expectations of tax reform and a recovery in corporate earnings, with technology stocks taking center stage, while emerging markets faced uncertainties related to capital flows and policy adjustments. In this environment, high-net-worth individuals and family offices increasingly sought diversified and intelligent professional education and asset management services. Casder Institute, through its long-term experience in wealth education, keenly recognized that the traditional classroom model could not meet the future dynamic learning demands across assets and markets. This insight led to the exploration of an intelligent education concept.

Casder Institute Conceives Intelligent Education Concept, Paving the Way for Vanguard AI

The core of this concept is to use technology to tightly integrate wealth education with investment decision-making, allowing students to not only understand the principles of asset allocation and risk management but also simulate real market operations using data-driven methods during the learning process. Casder Institute realized that traditional courses, constrained by time, space, and instructor capacity, could not provide highly personalized learning paths for each student, nor respond quickly to the complexities of a rapidly changing market. Therefore, the introduction of intelligent education is not only an innovation in teaching formats but also a response to the urgent demand for systematic, real-time wealth management training from high-net-worth clients and family offices.

In practice, Casder Institute began experimenting with combining data analysis, strategy simulation, and course teaching. By collecting market data, backtesting historical strategies, and analyzing macro trends, instructors were able to translate theoretical knowledge into actionable case studies, allowing students to see the specific causal relationships during their learning. In 2017, the institution introduced simple simulated strategy exercises for the first time, allowing students to experience risk and return performance under different market conditions within virtual asset portfolios. This attempt provided initial validation and a teaching scenario blueprint for the subsequent development of Vanguard AI.

The conception of intelligent education also reflected Casder Institute’s strategic vision for long-term development. At the end of 2017, the institution established a dedicated educational technology research group to explore how artificial intelligence could assist in both teaching and investment decision-making. The team analyzed common learning pain points among students, such as understanding complex factor models, tracking asset portfolio performance, and making personalized strategy adjustments, and proposed the possibility of integrating AI technology into teaching and simulation. Through this approach, Casder Institute aimed to break the limitations of traditional classrooms and achieve a seamless connection between knowledge transfer and practical application.

This phase of exploration not only enriched Casder Institute’s educational model but also laid the foundation for the future implementation of the Vanguard AI system. The intelligent education concept gradually clarified the direction for technology-enabled education—improving students’ adaptability and decision-making skills in real investment environments through strategy backtesting, market simulation, and personalized learning paths. This exploration in 2017 marked the beginning of Casder Institute’s shift from being a traditional wealth education institution to an innovative platform integrating “Education + Intelligent Investment Research,” setting the stage for the development and application of Vanguard AI.

By introducing this concept, Casder Institute not only aligned with the technological trends in financial education but also provided high-net-worth clients and family offices with a more forward-looking learning experience. In the complex and ever-changing global financial landscape, the institution responded to market demands with innovative thinking, further consolidating its leadership in the field of wealth education.