使用两个专家系统和一个咨询系统设计投资组合选择决策支持系统

The Design of an Investment Portfolio Selection Decision Support System Using Two Expert Systems and a Consulting System

Journal of Management Information Systems · 1987
被引 26
人大 AFT50ABS 4

中文导读

设计了一个咨询系统,利用两个专家系统为个人投资者提供投资组合选择建议,通过比较经济指标与投资者目标,并匹配个人财务属性与风险偏好来推荐投资组合。

Abstract

:Two expert systems form the basis for the design of a consulting system that provides advice for selecting an investment portfolio for an individual. Current economic indicators are compared with an investor’s financial goals and constraints by one expert system to augment the other. The first expert system distributes its domain knowledge to the second. Subsequent to this knowledge sharing, the second expert system matches a person’s financial attributes, goals, and risk preferences with investment choices to recommend portfolio mixes. The consulting system suggests portfolio mixes that are preferred by experienced investment counselors within the boundaries of the Decision Support System (dss) output.

决策支持系统专家系统投资组合管理知识管理金融