Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model
碩士 === 朝陽科技大學 === 財務金融系碩士班 === 94 === The wealth management service is one of the most profitable and potential assets for the banking industry and financial world. However, the market of wealth management service of Taiwan is not as blossomy as that of the America. One of the important reasons is t...
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ndltd-TW-094CYUT53040202015-10-13T10:42:07Z http://ndltd.ncl.edu.tw/handle/45036658766947876750 Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model 整合遺傳演算法與模糊理論以建構財富管理決策模型之研究 Pei-Fang Li 李佩芳 碩士 朝陽科技大學 財務金融系碩士班 94 The wealth management service is one of the most profitable and potential assets for the banking industry and financial world. However, the market of wealth management service of Taiwan is not as blossomy as that of the America. One of the important reasons is that the customer’s banking and investments can not be consolidated through the diversity of service quality offered by the financial planners and investment advisors. The aim of this study is to construct a dedicated decision making model of mutual fund for customized asset arrangement and portfolio management. Techniques including Genetic Algorithm and Fuzzy Theory are integrated into the model to match the financial investor''s requirements. Through the regulative setting, which designed by this model, to help investors to achieve the top target of wealth management. This model offers a high degree of integration with the artificial intelligence techniques; therefore, helping users modify their clients’ portfolios dynamically to achieve the expectable goals. According the wealth management decision support model to simulate ten investors, this model can obtain the annual rate of return between 13.66% and 34.53%. And the average of annual rate of returns 24.22% is three times as TAIEX. Tsung-Nan Chou 周宗南 2006 學位論文 ; thesis 91 zh-TW |
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碩士 === 朝陽科技大學 === 財務金融系碩士班 === 94 === The wealth management service is one of the most profitable and potential assets for the banking industry and financial world. However, the market of wealth management service of Taiwan is not as blossomy as that of the America. One of the important reasons is that the customer’s banking and investments can not be consolidated through the diversity of service quality offered by the financial planners and investment advisors. The aim of this study is to construct a dedicated decision making model of mutual fund for customized asset arrangement and portfolio management. Techniques including Genetic Algorithm and Fuzzy Theory are integrated into the model to match the financial investor''s requirements. Through the regulative setting, which designed by this model, to help investors to achieve the top target of wealth management. This model offers a high degree of integration with the artificial intelligence techniques; therefore, helping users modify their clients’ portfolios dynamically to achieve the expectable goals. According the wealth management decision support model to simulate ten investors, this model can obtain the annual rate of return between 13.66% and 34.53%. And the average of annual rate of returns 24.22% is three times as TAIEX.
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author2 |
Tsung-Nan Chou |
author_facet |
Tsung-Nan Chou Pei-Fang Li 李佩芳 |
author |
Pei-Fang Li 李佩芳 |
spellingShingle |
Pei-Fang Li 李佩芳 Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
author_sort |
Pei-Fang Li |
title |
Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
title_short |
Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
title_full |
Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
title_fullStr |
Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
title_full_unstemmed |
Integration of Genetic Algorithm and Fuzzy Theory for the Wealth Management Decision Support Model |
title_sort |
integration of genetic algorithm and fuzzy theory for the wealth management decision support model |
publishDate |
2006 |
url |
http://ndltd.ncl.edu.tw/handle/45036658766947876750 |
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