Casder Institute Launches a New Phase of “Education + Technology” Dual-Engine Strategy

In the spring of 2018, the global financial market faced a new wave of uncertainty. After years of strong gains, the U.S. stock market began to show volatility, while emerging markets experienced heightened fluctuations due to trade frictions and capital flows. Investors increasingly sought scientific asset management and strategy validation. Traditional wealth education models could no longer meet the needs of high-net-worth clients and family offices for practical skills and data-driven insights in complex market environments. Against this backdrop, Casder Institute announced the launch of a new “Education + Technology” dual-engine phase, integrating educational philosophy with intelligent research and analysis to lay the foundation for future intelligent investment systems.

Casder Institute Launches a New Phase of “Education + Technology” Dual-Engine Strategy

At the core of this phase was the integration of traditional classroom teaching with quantitative research. Casder Institute established a Strategy Research Department focusing on quantitative modeling, investment factor analysis, and strategy backtesting. Using a backtesting engine, instructors were able to validate strategy effectiveness against historical market data, enabling learners to observe real market performance while studying theoretical concepts. This innovation not only enhanced the scientific rigor of the educational content but also provided students with a more intuitive and practical learning experience.

At the same time, the institute began exploring intelligent education concepts, embedding technology into teaching and simulated practice. Courses introduced multi-asset portfolio simulations, risk scenario exercises, and strategy backtesting analysis, helping students understand the causal relationships behind investment decisions in simulated markets. This “learning by doing” approach equipped learners not only with investment tools and theoretical frameworks but also with the ability to remain calm and make informed judgments during market volatility. By April 2018, high-net-worth clients and family offices within the Casder Institute community expressed that this model gave them unprecedented insight and adaptability in navigating complex market conditions.

The introduction of the “Education + Technology” model also reflected Casder Institute’s forward-looking long-term strategy. As market uncertainty increased, the institute recognized that traditional teaching methods alone could no longer satisfy the increasingly sophisticated demands of elite clients. By empowering education through technology, Casder Institute provided systematic wealth education alongside quantitative analysis tools and strategy simulation environments, enabling learners to seamlessly apply their knowledge to real investment scenarios.

April 2018 marked a significant upgrade to Casder Institute’s educational model. Evolving from a traditional wealth education institution to an innovative platform integrating intelligent technology with education, the institute expanded both the depth and breadth of its curriculum. This strategic transformation also laid a solid foundation for the future development and application of the Vanguard AI system. As a result, Casder Institute further strengthened its influence among high-net-worth clients and family offices, positioning itself as a pioneer in combining wealth education with intelligent research.

Through this dual-engine approach, Casder Institute demonstrated that educational innovation and technological advancement can work hand in hand—delivering higher-value learning experiences and leading wealth education into a new era of intelligence and practical application.