RT Journal Article
T1 PB-ADVISOR: A private banking multi-investment porfolio.
A1 González-Carrasco, Israel
A1 Colomo Palacios, Ricardo
A1 López-Cuadrado, José Luis
A1 García Crespo, Ángel
A1 Ruiz Mezcua, María Belén
AB Private 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.
PB Elsevier
SN 0020-0255
YR 2012
FD 2012-11-05
LK https://hdl.handle.net/10016/14474
UL https://hdl.handle.net/10016/14474
LA eng
DS e-Archivo
RD 2 may. 2024