Casder Institute Establishes Strategy Research Department, Focused on Quantitative Analysis and Backtesting Engine

In the spring of 2018, the global financial markets continued to experience volatility. After several years of strong growth, the U.S. stock market began to show signs of divergence, while emerging markets faced increased volatility due to trade tensions and capital flows. In response to the increasingly complex market environment, high-net-worth individuals and family offices showed a rapid increase in demand for scientific and systematic investment strategies. Against this backdrop, Casder Institute officially established its Strategy Research Department, taking an important step in integrating education with intelligent investment research, and for the first time incorporating quantitative analysis and a strategy backtesting engine into the institution’s core research framework.

Casder Institute Establishes Strategy Research Department, Focused on Quantitative Analysis and Backtesting Engine

The establishment of the Strategy Research Department marked a strategic shift for Casder Institute from a traditional wealth education provider to an “Education + Intelligent Investment Research” platform. The team consists of researchers with backgrounds in Wall Street and extensive experience in multi-asset market operations, focusing on the development of quantitative models, investment factor analysis, and the construction of cross-cycle strategies. Through the strategy backtesting engine, instructors and researchers are able to test the robustness of investment strategies using historical market data, helping students and clients understand the gap between theory and practice, and thus develop a scientific decision-making framework in both classroom and real-world investment scenarios.

The global market in 2018 was filled with challenges: U.S. Federal Reserve interest rate hikes, escalating trade tensions, and oil price fluctuations led to significant volatility in asset prices. The establishment of the Strategy Research Department was precisely aimed at helping students and high-net-worth clients more accurately assess risks and opportunities in such a complex market environment. By backtesting the performance of various investment portfolios under extreme market conditions, students can intuitively understand asset correlation, volatility, and risk exposure, learning how to apply strategy adjustments in real-world investments.

In 2018, Casder Institute’s curriculum began to closely integrate with the Strategy Research Department. Instructors introduced quantitative analysis methods into the classroom, using simulated case studies and real-time practice to help students not only learn theory but also master strategy testing and result analysis techniques. Whether it was multi-asset allocation, risk hedging, or macro trend analysis, the data support and strategy models provided by the research department made the educational content more scientific and forward-looking. Students were able to experiment within virtual portfolios, test different investment hypotheses, and gradually build a systematic investment mindset.

The establishment of the Strategy Research Department not only enhanced Casder Institute’s professional depth in education but also laid the foundation for the institution’s future technological innovations. The team provided core algorithms and backtesting frameworks for the development of the upcoming Vanguard AI system, enabling Casder Institute to seamlessly bridge the gap between education and intelligent investment research. The introduction of quantitative analysis and backtesting engines allowed the institution to offer scientifically grounded and verifiable investment strategies while providing high-net-worth clients with tailored educational services.

By establishing the Strategy Research Department, Casder Institute not only addressed the challenges brought about by market complexity but also provided students with unprecedented practical learning opportunities. On the path of integrating education with technology, Casder Institute further solidified its leadership position in the field of high-net-worth wealth education and investment strategy services with its innovative and forward-looking approach.