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PB-ADVISOR: A private banking multi-investment porfolio.

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dc.affiliation.dptoUC3M. Departamento de Informáticaes
dc.affiliation.grupoinvUC3M. Grupo de Investigación: SoftLabes
dc.contributor.authorGonzález-Carrasco, Israel
dc.contributor.authorColomo Palacios, Ricardo
dc.contributor.authorLópez-Cuadrado, José Luis
dc.contributor.authorGarcía Crespo, Ángel
dc.contributor.authorRuiz Mezcua, María Belén
dc.date.accessioned2012-06-05T12:11:45Z
dc.date.available2012-06-05T12:11:45Z
dc.date.issued2012-11-05
dc.description.abstractPrivate banking is a business area in which the investor requires tailor-made advice. Because of the current market situation, investors are requiring answers to difficult questions and looking for assurance from wealth managers. Private bankers need to have deep knowledge about an innumerable list of products and their characteristics as well as the suitability of each product for the client’s characteristics to be able to offer an optimal portfolio according to client expectations. Client and portfolio diversity calls for new recommendation and advice systems focused on their specific characteristics. This paper presents PB-ADVISOR, a system aimed at recommending investment portfolios based on fuzzy and semantic technologies to private bankers. The proposed system provides private bankers with a powerful tool to support their decision process and help deal with complex investment portfolios. The system has been evaluated in a real scenario obtaining promising results.
dc.format.mimetypeapplication/pdf
dc.identifier.bibliographicCitationInformation Science, (Nov. 2011), 206, 63-82.
dc.identifier.doi10.1016/j.ins.2012.04.008
dc.identifier.issn0020-0255
dc.identifier.publicationfirstpage63
dc.identifier.publicationlastpage82
dc.identifier.publicationtitleInformation Science
dc.identifier.publicationvolume206
dc.identifier.urihttps://hdl.handle.net/10016/14474
dc.language.isoeng
dc.publisherElsevier
dc.relation.publisherversionhttp://dx.doi.org/10.1016/j.ins.2012.04.008
dc.rights© Elsevier Inc.
dc.rights.accessRightsopen access
dc.subject.ecienciaInformática
dc.subject.otherSemantic technology
dc.subject.otherFuzzy logic
dc.subject.otherRecommender system
dc.subject.otherInvestment portfolio
dc.titlePB-ADVISOR: A private banking multi-investment porfolio.
dc.typeresearch article*
dc.type.hasVersionAM*
dspace.entity.typePublication
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