Expanding portfolio diversification through cluster analysis beyond traditional volatility
Investment Management and Financial Innovations,
Journal Year:
2025,
Volume and Issue:
22(1), P. 147 - 159
Published: Jan. 23, 2025
The
study
reviews
the
application
of
machine
learning
tools
in
financial
investment
portfolio
management,
focusing
on
cluster
analysis
for
asset
allocation,
diversification,
and
risk
optimization.
paper
aims
to
explore
use
clustering
broaden
concept
diversification
beyond
traditional
volatility
metrics.
An
open
dataset
from
Yahoo
Finance
includes
a
ten-year
historical
period
(2014–2024)
130
actively
traded
securities
international
stock
markets
used.
Dataset
selection
prioritizes
top
liquidity
trading
activity.
Python
analytical
were
employed
clean,
process,
analyze
data.
methodology
combines
classical
Markowitz
optimization
with
techniques,
highlighting
variance-return
trade-offs.
Various
characteristics,
including
annualized
return,
standard
deviation,
Sharpe
ratio,
correlation
indices,
skewness,
kurtosis,
incorporated
into
models
reveal
hidden
patterns
groupings
among
assets.
Results
show
that
while
enhances
insights
diversity,
approaches
remain
historically
superior
optimizing
risk-adjusted
returns.
This
concludes
complements,
rather
than
replaces,
methods
by
broadening
understanding
addressing
many
diversity
factors,
such
as
metrics
technical,
graphical,
fundamental
analysis.
also
introduces
rate
based
clustering,
which
measures
variance
balance
all
features
within
between
clusters,
providing
broader
perspective
Future
research
should
investigate
dynamic
integrate
economic
indicators,
develop
adaptive
effective
management
evolving
markets.
Language: Английский
Marketing digital y la personalización basada en inteligencia artificial
Revista Científica Kosmos.,
Journal Year:
2024,
Volume and Issue:
3(2), P. 187 - 208
Published: Dec. 15, 2024
El
uso
de
la
inteligencia
artificial
y
sus
implicaciones
en
relación
entre
las
marcas
el
consumidor
es
igualmente
un
punto
que
marca
evolución.
Por
supuesto,
ha
elevado
experiencia
del
consumidor,
lo
solo
puede
ayudar
a
aumentar
estrategias
marketing.
Tal
alteración
se
realiza
principalmente
través
aplicación
numerosos
algoritmos
esta
logran
superar
complejidades
generan
alrededor
patrón
comportamiento
consumidor.
Hay
una
transición
enfoque
trabajo
ya
monitorización
optimización
tiempo
real
satisfacción
incluir
elementos
como
análisis
predictivos,
codificación
facial
o
métodos
interactivos,
predictivos
asistidos
por
animación.
Este
documento
describe
personalización
objetivo
general
comercio
electrónico,
con
descripción
más
detallada
incluye
algunos
cubos
comportamiento,
emoción
cognición
comprensión
amplia
también
basa
extenso
literatura
arte
económico
cuyos
trabajos
son
densos
procesamiento
moderno
lenguaje
aprendizaje
automático
para
explicar
cómo
qué
los
consumidores
actúan
manera
hacen.
gran
reto
enfrentan,
su
vez,
centra
creación
e
implantación
sean
efectivas
que,
además
(y,
quizás,
sería
importante),
pertinentes
pluralidad
entorno
marketing
actual.
Analysis of Studies on Digital Strategy: Bibliometric Research of Three Decades
Sustainability,
Journal Year:
2024,
Volume and Issue:
16(20), P. 8789 - 8789
Published: Oct. 11, 2024
This
article
empirically
examines
the
research
on
digital
strategy,
addressing
its
temporal
evolution,
sources
of
scientific
production,
countries
and
organizations
generating
knowledge,
topics
investigated.
It
highlights
key
authors
journals
from
1991
to
2023,
contributing
Sustainable
Development
Goal
(SDG)
9.
Methodologically,
traditional
bibliometric
laws
computational
tools
(VOSviewer
software
version
1.6.18)
were
applied
for
data
processing.
The
results
show
an
exponential
increase
in
publications
2005
2022
with
a
critical
mass
strategy
studies,
concentrated
11
83
two
or
more
publications.
main
leading
production
this
field
are
USA.
Finally,
primary
Web
Science
categories
Business,
Management,
Psychology.
use
adoption
strategies
marketing,
impact
transformation
business
models,
challenges
it
poses
human
resources.
In
addition,
arising
COVID-19,
rise
artificial
intelligence,
integration
public
administration
should
continue
be
addressed.
is
topic
increasing
interest
studies.
Language: Английский
Agile Marketing With Ethical Tech, AI, and IoT for Sustainable Customer Engagement
Advances in logistics, operations, and management science book series,
Journal Year:
2024,
Volume and Issue:
unknown, P. 87 - 102
Published: Dec. 31, 2024
Companies
trying
to
stay
ahead
in
the
fast-changing
digital
landscape
need
agile
marketing.
This
essay
examines
ethical
technology
and
marketing,
focusing
on
how
AI
IoT
may
build
client
loyalty.
Rapid
market
response,
agility,
iterative
methods
are
discussed
Data
ethics,
openness,
privacy
explored
implementation.
evaluated
for
their
ability
transform
consumer
interactions
through
real-time
data
analytics,
targeted
enhanced
customer
experiences.
The
chapter
lists
organisations
that
used
these
technology.
Practical
applications
results
shown
case
studies.
finishes
with
problems
opportunities
balancing
technical
advancement
ethics.
It
emphasises
customers,
trust,
sustainability.
Marketing
age
requires
flexible
strategies
ensure
long-term
engagement,
according
this
analysis.
Language: Английский