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Data Science, machine learning, and artificial intelligence can help investment management firms to solve vexing problems and create new investment opportunities by improving core processes. The textbook, AI and Data Science in Applied Security and Investment Management  (AISIM), was written to explore modern and quantitative approaches to security analysis and portfolio management. The core of AISIM teaches how to harness advanced techniques to improve investment decisions made in a growing universe of risky and volatile markets. Along with the WinORS computational software application, the quantitative methods presented in this book will help you acquire the management tools required for making sound investment decisions. We like to refer to the system as AISIM+. Emphasizing the foundational theory and underlying concepts and practical applications and implementation, AISIM+

• Provides experiential learning
• Fully exploits quantitative security and portfolio analytics
• Always uses real-time data
• Incorporates financial statement pro forma analytics
• Relies on data science for the description of ‘Big Data’ and alternative data sources
• Envelopes machine learning to identify and corroborate latent trends that impact valuation metrics
• Envelopes artificial intelligence to classify and predict investment trends
• Incorporates sustainability (i.e., ESG) into real-time portfolio diversification
• Incorporates option-based advanced loss-aversion metrics into real time portfolio diversification
• Utilizes neuroscientific methods to construct behaviorally secure portfolios
• Seeks portfolio performance stabilization by the construction of ‘robust’ optimization
• Management of robust portfolios to meet corporate DEI standards.
   

Financial services firms are more concerned today than ever with achieving economies of scope and scale. Economies of scope focus on reducing the average total cost of providing high-quality analysis of a growing pool of international investment assets. Economies of scale focus on the cost advantage that arises when new technologies make it possible to reach a higher level of analytic production for more extensive dollar-valued investment portfolios. AISIM+ provides the platform for achieving these efficiencies.

 

AI and Data Science in Applied Security and Investment Management