A Report on FOLIO: An Expert Assistant for Portfolio Managers
Proceedings of the Eighth International Joint Conference on Artificial Intelligence. Expert Systems. Pages 212-213.
Abstract
FOLIO is an expert system to assist portfolio managers. It interviews a client and, on the basis of expert knowledge, determines the client's investment goals and the portfolio that best mee ts them . FOLIO is a test bed for a theory of heuristic reasoning ab out unc ertainty (Cohen and Grinberg , 1983), and its task has many parallels to established AI paradigms such as diagnosis in medicine and construction of a student model in ICAI domains. FOLIO uses a goal programming algorithm (Hillier and Lieberm CJ. n, 1980) as a relaxation method for resolving the client's multiple goals into a portfolio that fits them optimally. This paper discusses the motivations for building FOLIO; its task, design, and operation; and examples of its recommendations.
@inproceedings{ijcai1983p50,
title = {A Report on FOLIO: An Expert Assistant for Portfolio Managers},
author = {Cohen, Paul R. and Lieberman, Mark D.},
booktitle = {Proceedings of the Eighth International Joint Conference on
Artificial Intelligence, {IJCAI-83}},
publisher = {International Joint Conferences on Artificial Intelligence},
editor = {Alan Bundy},
pages = {212--213},
year = {1983},
note = {Expert Systems},
url = {https://ijcai.org/proceedings/1983/50},
}
TY - CPAPER TI - A Report on FOLIO: An Expert Assistant for Portfolio Managers AU - Cohen, Paul R. AU - Lieberman, Mark D. T2 - Proceedings of the Eighth International Joint Conference on Artificial Intelligence, IJCAI-83 PB - International Joint Conferences on Artificial Intelligence PY - 1983 SP - 212 EP - 213 UR - https://ijcai.org/proceedings/1983/50 ER -Copied
Machine-readable versions of this paper, for tools and AI agents:
