Decision Support for Financial Planning

References

• Arrow , K. J. 1951 . Alternative Approaches to the Theory of Choice in Risk-Taking Situations . Econometrica , 19 : 404 – 437 .
   Web of Science ®Google Scholar
• Ashton , D. J. and Atkins , D. R. 1979 . Multicriteria programming for financial planning . Journal of the Operational Research Society , 30 ( 3 ) : 259 – 270 .
   Web of Science ®Google Scholar
• Ashton , D. J. and Atkins , D. R. 1981 . “ Multicriteria programming for financial planning, some second thoughts ” . In Multiple Criteria Analysis , Edited by: Nijkamp , P. and Spronk , J. 11 – 24 . Aldershot : Gower .
   Google Scholar
• Ba , S. , Whinston , A. B. and Lang , K. R. An Enterprise Modeling Approach to Organizational Decision Support . Proceedings of the 28th Annual Hawaii International Conference on System Sciences . Vol. 3 , pp. 312 – 320 .
   Google Scholar
• Batson , R. G. 1989 . Financial planning using goal programming . Long Range Planning , 22 ( 5 ) : 112 – 120 .
   Web of Science ®Google Scholar
• Bell , M. 2008 . Service-Oriented Modeling: Service Analysis, Design, and Architecture , Hoboken : Wiley & Sons .
   Google Scholar
• Benaroch , M. and Dhar , V. 1995 . Controlling the complexity of investment decisions using qualitative reasoning techniques . Decision Support Systems , 15 ( 2 ) : 115 – 132 .
   Web of Science ®Google Scholar
• Brealey , R. A. and Myers , S. C. 1996 . Principles of Corporate Finance , New York : McGraw-Hill .
   Google Scholar
• Braun , O. and Schmidt , G. Web services based tools for personal financial planning . Emerging Trends and Challenges in Information Technology Management, Khosrow-Pour M., ed., Proceedings of the 2006 IRMA International Conference . pp. 989 – 991 . Idea Group Inc .
   Google Scholar
• Buhl , H. U. , König , H. J. and Will , A. 1993 . “ ALLFIWIB: Distributed Knowledge Based Systems for Customer Support in Financial Services ” . In Operations Research’92 , Edited by: Karmann , A. , Mosler , K. , Schader , M. and Uebe , G. 537 – 540 . Heidelberg : Physica .
   Google Scholar
• Buhl , H. U. , Kundisch , D. , Steck , W. and Leinfelder , A. IT-Enabled Sophistication Banking . Proceedings of the 8th European Conference on Information Systems ECIS 2000 . Edited by: Werthner , H. , Bichler , M. and Mahrer , H. pp. 789 – 795 . Vienna
   Google Scholar
• ChiangLin , C.-Y. and Lin , C.-C. 2008 . Personal financial planning based on fuzzy multiple objective programming . Expert Systems with Applications , in press
   PubMed Web of Science ®Google Scholar
• Consiglio , A. , Cocco , F. and Zenios , S. A. 2004 . www.Personal_Asset_Allocation . Interfaces , 34 ( 4 ) : 287 – 303 .
   Web of Science ®Google Scholar
• Consiglio , A. , Cocco , F. and Zenios , S. A. 2007 . Scenario optimization asset and liability modelling for individual investors . Annals of Operations Research , 152 ( 1 ) : 167 – 191 .
   Web of Science ®Google Scholar
• Dempster , M. A. H. , Germano , M. , Medova , E. A. and Villaverde , M. 2003 . Global asset liability management . British Actuarial Journal , 9 ( 1 ) : 137 – 195 .
   Google Scholar
• Dirks , S. , Kingston , J. K. C. and Haggith , M. 1995 . Development of a KBS for personal financial planning guided by pragmatic KADS . Expert Systems with Applications , 9 ( 2 ) : 91 – 101 .
   Web of Science ®Google Scholar
• Elbracht-Hülseweh , B. 1985 . Problemlösungsverhalten und Problemlösungsmethoden bei schlechtstrukturierten Problemen , Bochum : Brockmeyer .
   Google Scholar
• Elton , E. J. , Gruber , M. J. , Brown , S. J. and Goetzmann , W. N. 2006 . Modern Portfolio Theory and Investment Analysis , 7th edition , Wiley .
   Google Scholar
• Einsfeld , U. , Roemer , M. , Roßbach , P. , Sandbiller , K. and Will , A. 1996 . “ ALLFIWIB: Supporting the Process of Customer Consulting in Financial Services with Distributed Knowledge Based Systems ” . In Distributed Information Systems in Business , Edited by: König , W. , Kurbel , K. , Mertens , P. and Preßmar , D. 213 – 228 . Berlin : Springer .
   Google Scholar
• Eom , H. B. and Lee , S. M. 1987 . A Large-Scale Goal Programming Model-Based Decision Support for Formulating Global Financing Strategy . Information & Management , 12 ( 1 ) : 33 – 45 .
   Web of Science ®Google Scholar
• Felfernig , A. , Isak , K. , Kreutler , G. , Kruggel , T. and Teppan , E. 2007 . Knowledge representations for the interactive selling of financial services . Information Systems and e-Business Management , 5 ( 2 ) : 143 – 166 .
   Google Scholar
• Gao , S. , Wang , H. , Wang , Y. , Shen , W. and Yeung , S. 2005 . Web-service-agents-based family wealth management system . Expert Systems with Applications , 29 ( 1 ) : 219 – 228 .
   Web of Science ®Google Scholar
• Gao , S. , Wang , H. , Xu , D. and Wang , Y. An intelligent agent-assisted decision support system for family financial planning . Decision Support Systems , 44 ( 1 ) 60 – 78 .
   Web of Science ®Google Scholar
• Gardin , F. , Power , R. and Martinelli , E. 1995 . Liquidity management with fuzzy qualitative constraints . Decision Support Systems , 15 ( 2 ) : 147 – 157 .
   Web of Science ®Google Scholar
• Gaul , W. 1983 . “ Financial Planning via Stochastic Programming: A Stochastic Flows-With-gains Approach ” . In Risk and capital , Edited by: Bamberg , G. Vol. 227 , 227 – 243 . Berlin : Springer . Lecture Notes in Economics and Mathematical Systems
   Google Scholar
• Gondzio , J. and Kouwenberg , R. 2001 . High-performance computing for asset-liability management . Operations Research , 49 ( 6 ) : 879 – 894 .
   Web of Science ®Google Scholar
• Hax , H. 1974 . Entscheidungsmodelle in der Unternehmung. Einführung in Operations Research , Reinbeck : Rowohlt .
   Google Scholar
• Hayen , R. L. 1982 . Applying decision support systems to small business financial planning . Journal of Small Business Management , 20 ( 3 ) : 35 – 47 .
   Google Scholar
• Hayes-Roth , B. 1985 . A Blackboard Architecture for Control . Artificial Intelligence , 26 : 251 – 321 .
   Web of Science ®Google Scholar
• Hinkkanen , A. , Lang , K. R. and Whinston , A. B. 1995 . On the usage of qualitative reasoning as an approach towards enterprise modelling . Annals of Operations Research , 55 : 101 – 137 .
   Web of Science ®Google Scholar
• Klein , M. and Villedieu , T. 1987 . A KB/DSS for Financial Planning . Engineering Costs and Production Economics , 12 ( 1-4 ) : 219 – 228 .
   Google Scholar
• Knight , F. H. 1921 . Risk, Uncertainty and Profit , Chicago : University of Chicago Press .
   Google Scholar
• Kundisch , D. and Steck , W. 2002 . “ Trust and Switching Costs in the Financial Services Industry ” . In Recent Advances in Computers, Computing and Communications , Edited by: Mastorakis , N. and Mladenov , V. 92 – 97 . Athen : WSEAS Press .
   Google Scholar
• Kundisch , D. 2003 . New Strategies for Financial Services Firms , Heidelberg : Physica .
   Google Scholar
• Kundisch , D. and Dzienziol , J. Formalization of Financial Problems and Solutions under Risk as an Essential Requirement for IT-based Financial Planning . Proceedings of the 36th Annual Hawaii International Conference on System Sciences .
   Google Scholar
• Kunsch , P. , Chevalier , A. and Brans , J. P. 2001 . Comparing the adaptive control methodology (ACM) to the financial planning practice of a large international group . European Journal of Operational Research , 132 ( 3 ) : 479 – 489 .
   Web of Science ®Google Scholar
• Kvanli , A. H. 1980 . Financial planning using goal programming . Omega , 8 ( 2 ) : 207 – 218 .
   Web of Science ®Google Scholar
• Lee , K. K. K. , Chiu , D. and Hung , P. C. K. Web-Service Based Information Integration for e-Financial Planning System Matchmaking Decision Support . Proceedings of the 2006 International Conference on Web Intelligence and Intelligent Agent Technology . pp. 259 – 262 .
   Google Scholar
• Lenat , D. B. 1983 . “ The role of heuristics in learning by discovery: Three case studies ” . In Machine Learning: An Artificial Intelligence Approach , Edited by: Michalski , R. S. , Carbonell , J. G. and Mitchell , T. M. 243 – 306 . Palo Alto : Tioga Presse .
   Google Scholar
• Locarek , H. and Preuss , C. 1990 . “ DSFINANCE – Decision Support for Financial Planning ” . In Knowledge, Data and Computer-Assisted Decisionsi , Edited by: Gaul , W. and Schader , M. 337 – 347 . Berlin : Springer .
   Google Scholar
• Maringer , D. 2005 . Portfolio management with heuristic optimization , Dordrecht : Springer .
   Google Scholar
• Markowitz , H. 1959 . Portfolio Selection: Efficient Diversification of Investments , New York : John Wiley & Sons .
   Google Scholar
• McCabe , B. J. and Boinske , C. P. 2000 . Wealth Planning Under Uncertainty . Journal of Financial Planning , 13 ( 3 ) : 84 – 96 .
   Google Scholar
• Moynihan , G. P. , Purushothaman , P. , McLeod , R. W. and Nichols , W. G. 2002 . DSSALM: A decision support system for asset and liability management . Decision Support Systems , 33 No. 1 : 23 – 38 .
   Web of Science ®Google Scholar
• Palm-dos-Reis , A. and Zahedi , F. 1999 . Designing personalized intelligent financial decision support systems . Decision Support Systems , 26 : 31 – 47 .
   Web of Science ®Google Scholar
• Power , D. J. and Sharda , R. 2007 . Model-driven decision support systems: Concepts and research directions . Decision Support Systems , 43 ( 3 ) : 1044 – 1061 .
   Web of Science ®Google Scholar
• Sandbiller , K. , Weinhardt , C. and Will , A. Cooperative Agents Solving Financial Problems: A Scenario . Contribution to the Meeting of the working group “Verteilte Künstliche Intelligenz” of the GI . Vol. 17 , -18.12.1992
   Google Scholar
• Spronk , J. 1981 . Interactive Multiple Goal Programming Application to Financial Planning , Boston : Martinus Nijhoff Publishing .
   Google Scholar
• Saatcioglu , K. , Stallaert , J. and Whinston , A. B. 2001 . Design of a financial portal . Communications of the ACM , 44 ( 6 ) : 33 – 38 .
   Web of Science ®Google Scholar
• Suplee , W. Z. and Dzubow , S. R. 2008 . Using Multiple-Criteria Decision Analysis to Simplify the Financial Planning Process . Journal of Financial Planning , 21 ( 3 ) : 66 – 75 .
   Google Scholar
• Szyperski , C. , Gruntz , D. and Murer , S. 2002 . Component Software. Beyond Object-Oriented Programming , 2nd Edition , Amsterdam : Addison-Wesley .
   Google Scholar
• Tilmes , R. 2000 . Financial Planning im Private Banking: Kundenorientierte Gestaltung einer Beratungsdienstleistung , Bad Soden/Ts : Uhlenbruch .
   Google Scholar
• Vinso , J. D. 1982 . Financial planning for the multinational corporation with multiple goals . Journal of International Business Studies , 13 ( 3 ) : 43 – 58 .
   Web of Science ®Google Scholar
• Wang , S. and Xia , Y. 2002 . Portfolio Selection and Asset Pricing , Berlin : Springer .
   Google Scholar
• Weber , B. 2008 . “ Financial DSS: “Systems for Supporting Investment Decisions” . In Handbook on Decision Support Systems 2 , Edited by: Burstein , F. and Holsapple , C. W. 419 – 442 . Springer .
   Google Scholar
• Will , A. 1995 . Die Erstellung von Allfinanzprodukten: Produktgestaltung und verteiltes Problemlösen , Wiesbaden : Deutscher Universitäts-Verlag .
   Google Scholar
• Wilkinson , J. W. 1987 . Effective Financial Planning Model . Journal of Systems Management , 38 ( 6 ) : 6 – 11 .
   Google Scholar
• Wolfersberger , H. P. 2002 . Individualisierung von Finanzdienstleistungen - die optimale Disagiovariante eines Festdarlehens . Zeitschrift für Betriebswirtschaft , 72 ( 6 ) : 573 – 591 .
   Google Scholar
• Yu , C. A web-based consumer-oriented intelligent decision support system for personalized e-services . Proceedings of the 6th international conference on electronic commerce . pp. 429 – 437 . ACM .
   Google Scholar
• Zhang , W. , Dechter , R. and Korf , R. E. 2001 . Heuristic search in artificial intelligence . Artificial Intelligence , 129 ( 1-2 ) : 1 – 4 . eds
   Web of Science ®Google Scholar
• Zopounidis , C. and Doumpos , M. 2002 . Multi-criteria decision aid in financial decision making: methodologies and literature review . Journal of Multi-Criteria Decision Analysis , 11 ( 4/5 ) : 167 – 186 .
   Google Scholar