AI Applied to Wealth Management

Excel model that uses AI to profile the client, propose an asset allocation and manage its risk.

Wealth Management · Personal project

Description

Excel model that uses AI to profile the client automatically, optimize the asset allocation according to the profile and manage risk dynamically.

Skills

Client profiling, asset allocation, dynamic risk management.

Tools

AI models, Excel.

Educational projects. Any results are hypothetical, based on historical or simulated data, and are not indicative of future returns. Nothing on these pages constitutes investment advice or a solicitation to invest.

Next project: Institutional Portfolio Optimization

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