Abstract

Wealth Management is a business model operated by banks and brokers, that offers a broad range of investment services to individual clients, in order to help them reach their investment objectives. Wealth management services include investment advisory, subscription of mandates, sales of financial products, collection of investment orders by clients. Due to the complexity of the task, which largely requires a deep knowledge of the financial domain, a recend trend in the area is to exploit recommendation technologies to support financial advisors and to improve the effectiveness of the process. This paper proposes a framework to support financial advisors in the task of providing clients with personalized investment strategies. Our methodology is based on the exploitation of case-based reasoning. A prototype version of the platform has been adopted to generate personalized portfolios, and the performance of the framework shows that the yield obtained by recommended portfolios overcomes that of portfolios proposed by human advisors in most experimental settings.

Autore Pugliese

• Musto Cataldo , Semeraro Giovanni , De Gemmis Marco , Lops Pasquale

Tutti gli autori

• MUSTO C.;SEMERARO G.;de GEMMIS M.;LOPS P.

Titolo volume/Rivista

Non Disponibile

Anno di pubblicazione

2015

ISSN

1724-8035

ISBN

Non Disponibile

Numero di citazioni Wos

Nessuna citazione

Ultimo Aggiornamento Citazioni

Non Disponibile

Numero di citazioni Scopus

Non Disponibile

Ultimo Aggiornamento Citazioni

Non Disponibile

Settori ERC

Non Disponibile

Codici ASJC

Non Disponibile