Personalized Robo-Advising: Enhancing Investment Through Client Interaction
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DOI: 10.1287/mnsc.2021.4014
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- Ng, Kenneth Tsz Hin & Chong, Wing Fung, 2024. "Optimal investment in defined contribution pension schemes with forward utility preferences," Insurance: Mathematics and Economics, Elsevier, vol. 114(C), pages 192-211.
- Cardillo, Giovanni & Chiappini, Helen, 2024. "Robo-advisors: A systematic literature review," Finance Research Letters, Elsevier, vol. 62(PA).
- Haoyang Cao & Zhengqi Wu & Renyuan Xu, 2024. "Inference of Utilities and Time Preference in Sequential Decision-Making," Papers 2405.15975, arXiv.org, revised Jun 2024.
- Balter, Anne G. & Schweizer, Nikolaus, 2024. "Robust decisions for heterogeneous agents via certainty equivalents," European Journal of Operational Research, Elsevier, vol. 317(1), pages 171-184.
- Raquel M. Gaspar & Madalena Oliveira, 2024. "Robo Advising and Investor Profiling," FinTech, MDPI, vol. 3(1), pages 1-14, February.
- Keffert, Henk, 2024. "Robo-advising: Optimal investment with mismeasured and unstable risk preferences," European Journal of Operational Research, Elsevier, vol. 315(1), pages 378-392.
- Rossi, Alberto G. & Utkus, Stephen, 2024. "The diversification and welfare effects of robo-advising," Journal of Financial Economics, Elsevier, vol. 157(C).
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dynamic programming; optimal control; finance: portfolio; utility-preference: applications;All these keywords.
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