This work1 proposes a framework for financial product recommendation which combines case-based reasoning with diversification techniques to support wealth managers in recommending personalized investment portfolios. The performance of the framework has been evaluated against 1172 real users, and results show that the yield obtained by recommended portfolios overcomes that of portfolios proposed by human advisors in many experimental settings.
Financial product recommendation through case-based reasoning and diversification techniques
Musto C.;Semeraro G.;Lops P.;De Gemmis M.;
2014-01-01
Abstract
This work1 proposes a framework for financial product recommendation which combines case-based reasoning with diversification techniques to support wealth managers in recommending personalized investment portfolios. The performance of the framework has been evaluated against 1172 real users, and results show that the yield obtained by recommended portfolios overcomes that of portfolios proposed by human advisors in many experimental settings.File in questo prodotto:
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