@inproceedings{29644104e9bb43ec86dcaa4d97d70066,
title = "Recommending personalized asset investments through case-based reasoning: The smartfasi system",
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.",
author = "Giorgio Leonardi and Luigi Portinale and Paolo Artusio and Marco Valsania",
note = "Publisher Copyright: {\textcopyright} 2016 IEEE.; 28th IEEE International Conference on Tools with Artificial Intelligence, ICTAI 2016 ; Conference date: 06-11-2016 Through 08-11-2016",
year = "2017",
month = jan,
day = "11",
doi = "10.1109/ICTAI.2016.0126",
language = "English",
series = "Proceedings - 2016 IEEE 28th International Conference on Tools with Artificial Intelligence, ICTAI 2016",
publisher = "Institute of Electrical and Electronics Engineers Inc.",
pages = "804--811",
editor = "Anna Esposito and Miltos Alamaniotis and Amol Mali and Nikolaos Bourbakis",
booktitle = "Proceedings - 2016 IEEE 28th International Conference on Tools with Artificial Intelligence, ICTAI 2016",
address = "United States",
}