{"title":"Self-Perfecting Model for Managing Individualized Investment Portfolios","authors":"","doi":"10.37075/isa.2021.4.07","DOIUrl":null,"url":null,"abstract":"Individualization is a process that adapts a ser vice or product to the needs of specific individuals. This process is a key element in recommender systems and is applied to establish innovative ser vices for technological solutions in the financial industry. For this purpose, a self-perfecting model for managing individualized investment portfolios is built, through which segmentation and evaluation of users are performed and for each of them a set of investment portfolios is recommended. This paper presents the process of recommending a portfolio of investment instruments, individualized according to the individual preferences of clients, methodology for its construction, and results of the approbation. Examples are shown of individualized portfolios, as well as a comparison of the main measures of the recommended portfolios in the respective clusters.","PeriodicalId":435790,"journal":{"name":"Economic and social alternatives","volume":"80 1","pages":"0"},"PeriodicalIF":0.0000,"publicationDate":"2021-12-09","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Economic and social alternatives","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.37075/isa.2021.4.07","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
引用次数: 0
Abstract
Individualization is a process that adapts a ser vice or product to the needs of specific individuals. This process is a key element in recommender systems and is applied to establish innovative ser vices for technological solutions in the financial industry. For this purpose, a self-perfecting model for managing individualized investment portfolios is built, through which segmentation and evaluation of users are performed and for each of them a set of investment portfolios is recommended. This paper presents the process of recommending a portfolio of investment instruments, individualized according to the individual preferences of clients, methodology for its construction, and results of the approbation. Examples are shown of individualized portfolios, as well as a comparison of the main measures of the recommended portfolios in the respective clusters.
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