Recommending personalized asset investments through case-based reasoning: The smartfasi system

Giorgio Leonardi, Luigi Portinale, Paolo Artusio, Marco Valsania

Risultato della ricerca: Capitolo in libro/report/atti di convegnoContributo a conferenzapeer review

Abstract

Personalized financial advisory systems based on Case-Based Reasoning and on historical user activity are an emerging trend. In the present paper, we report the experience related to the development of a case-based recommendation module in a project called SMARTFASI, where the knowledge about past experiences is exploited, in order to suggest suitable asset investments to the final user. We present a solution aimed at personalizing the asset picking phase, by taking into consideration choices made by customers who have a financial and personal data profile 'similar' to the current one. We discuss the notion of distance-based similarity adopted in our system and how to actually implement an asset recommendation strategy integrated with the other software modules of SMARTFASI. We finally discuss the impact such a strategy may have both from the point of view of private investors and professional users.

Lingua originaleInglese
Titolo della pubblicazione ospiteProceedings - 2016 IEEE 28th International Conference on Tools with Artificial Intelligence, ICTAI 2016
EditorAnna Esposito, Miltos Alamaniotis, Amol Mali, Nikolaos Bourbakis
EditoreInstitute of Electrical and Electronics Engineers Inc.
Pagine804-811
Numero di pagine8
ISBN (elettronico)9781509044597
DOI
Stato di pubblicazionePubblicato - 11 gen 2017
Evento28th IEEE International Conference on Tools with Artificial Intelligence, ICTAI 2016 - San Jose, United States
Durata: 6 nov 20168 nov 2016

Serie di pubblicazioni

NomeProceedings - 2016 IEEE 28th International Conference on Tools with Artificial Intelligence, ICTAI 2016

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???event.eventtypes.event.conference???28th IEEE International Conference on Tools with Artificial Intelligence, ICTAI 2016
Paese/TerritorioUnited States
CittàSan Jose
Periodo6/11/168/11/16

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