Open AccessSelf-Perfecting Model for Managing Individualized Investment Portfolios
Publication year - 2021
Publication title -
ikonomičeski i socialni alternativi/ikonomičeski i socialni alternativi
Language(s) - English
Resource type - Journals
eISSN - 2534-8965
pISSN - 1314-6556
DOI - 10.37075/isa.2021.4.07
Subject(s) - investment (military) , process (computing) , key (lock) , portfolio , investment portfolio , product (mathematics) , set (abstract data type) , element (criminal law) , risk analysis (engineering) , business , computer science , recommender system , process management , actuarial science , finance , machine learning , computer security , geometry , mathematics , politics , political science , law , programming language , operating system
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.