(July 2022)
APPLIED RESEARCH
- Holistic profiling of individual investors (instead of risk-profile, asset allocation and cash flow financials only)
- Interpreted portfolio analysis, based on holistic investor profile
CONSORTIUM RESEARCH
- Modularized online investing ecosystem
PRE-COMPETITIVE DESIGN SCIENCE RESEARCH FOR INVESTING DECISION SUPPORT
- User-interactive portfolio creation and revisioning
- Interactive Intelligent (AI) portfolio monitoring for individual investors
- Investing process management
- Next-generation online investing user experience
- Filtering and interpretation of investing information to solve “paralysis by analysis” problem
BUSINESS / SOLUTION DEVELOPMENT
- Modular solution for holistic investor profiling (plug-in for online investing platforms)
- AI based portfolio analysis solution; considering the investor profile, goals and objectives for past investing decisions
- Plug-in solution for intelligent portfolio and market monitoring
- Interactive investing platform closing the gap between trading platforms and automatic investing solutions
SHORT-TERM ARTICLE SUBJECTS
- A comprehensive investing process model
- Profiling of active online investors
- A new ecosystem for online investing (white paper)
CONSULTING
- Business model analyses
- Improving digital user experience
Antti Paatela 