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

: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.

• 저널Journal of Management Information Systems · 3(4) · 79–92
• 토픽Business Strategy and Innovation · Strategy and Management
• DOI10.1080/07421222.1987.11517780
• 저자Barry Shane, Mitchel Fry, Reuben Toro