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  • © 2019

Intelligent Asset Management

  • Covers many techniques integrated into the asset allocation models
  • Presents deep learning and NLP solutions
  • Includes tips on how to adapt general AI techniques to a specific application and business scenarios

Part of the book series: Socio-Affective Computing (SAC, volume 9)

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Table of contents (8 chapters)

  1. Front Matter

    Pages i-xxii
  2. Introduction

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 1-8
  3. Literature Review and Preliminaries

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 9-25
  4. Theoretical Underpinnings on Text Mining

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 27-35
  5. Computational Semantics for Asset Correlations

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 37-61
  6. Sentiment Analysis for View Modeling

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 63-96
  7. Storage and Update of Knowledge

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 97-111
  8. Robo-Advisory

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 113-122
  9. Concluding Remarks

    • Frank Xing, Erik Cambria, Roy Welsch
    Pages 123-127
  10. Back Matter

    Pages 129-149

About this book

This book presents a systematic application of recent advances in artificial intelligence (AI) to the problem of asset management. While natural language processing and text mining techniques, such as semantic representation, sentiment analysis, entity extraction, commonsense reasoning, and fact checking have been evolving for decades, finance theories have not yet fully considered and adapted to these ideas.

In this unique, readable volume, the authors discuss integrating textual knowledge and market sentiment step-by-step, offering readers new insights into the most popular portfolio optimization theories: the Markowitz model and the Black-Litterman model. The authors also provide valuable visions of how AI technology-based infrastructures could cut the cost of and automate wealth management procedures.

This inspiring book is a must-read for researchers and bankers interested in cutting-edge AI applications in finance.

Authors and Affiliations

  • School of Computer Science and Engineering, Nanyang Technological University, Singapore, Singapore

    Frank Xing, Erik Cambria

  • Sloan School of Management, Massachusetts Institute of Technology, Cambridge, USA

    Roy Welsch

About the authors

Erik Cambria is the Founder of SenticNet, a Singapore-based company offering B2B sentiment analysis services, and an Associate Professor at NTU, where he also holds the appointment of Provost Chair in Computer Science and Engineering. Prior to joining NTU, he worked at Microsoft Research Asia and HP Labs India and earned his PhD through a joint programme between the University of Stirling and MIT Media Lab. Erik is recipient of many awards, e.g., the 2018 AI's 10 to Watch and the 2019 IEEE Outstanding Early Career award, and is often featured in the news, e.g., Forbes. He is Associate Editor of several journals, e.g., NEUCOM, INFFUS, KBS, IEEE CIM and IEEE Intelligent Systems (where he manages the Department of Affective Computing and Sentiment Analysis), and is involved in many international conferences as PC member, program chair, and speaker.

Bibliographic Information

Buy it now

Buying options

eBook USD 84.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book USD 109.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Other ways to access