Projects / 04
AI Applied to Wealth Management
An Excel model that uses AI to profile the client, propose an asset allocation and manage its risk dynamically.
Objective
Link the client’s profile to portfolio decisions: start from goals and risk tolerance and arrive at an asset allocation and risk management rules.
Data
Client profile data and market data for the asset classes considered.
Methodology
- Automated client profiling with AI models.
- Asset allocation optimization in Excel, driven by the profile.
- Dynamic risk management.
Results
An Excel model that connects the client profile, the proposed allocation and risk control.
Limitations
- Profiling quality depends on the quality of the client information.
- A model like this supports the advisor rather than replacing them: every proposal still requires a suitability assessment.
What I learned
Translating a qualitative profile into numerical portfolio constraints is the most delicate part of the process.
Educational project. Any results are hypothetical, based on historical or simulated data, and are not indicative of future returns. Nothing on this page constitutes investment advice or a solicitation to invest.
Next project: Vanguard Trading Competition
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