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AI Technology in Wealth Management : Leveraging Technology to Transform Financial Strategies
| AI Technology in Wealth Management : Leveraging Technology to Transform Financial Strategies |
| Autore | Mirghaemi Mahnoosh |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Cham : , : Springer, , 2024 |
| Descrizione fisica | 1 online resource (74 pages) |
| Altri autori (Persone) | WendtKaren |
| Collana | SpringerBriefs in Finance Series |
| ISBN | 3-031-72223-X |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Authors' Preamble -- Streamlining Routine Tasks -- Personalizing Recommendations -- Revolutionizing Healthcare -- Enhancing Communication -- Introduction -- Intention of this Research -- The Evolving Landscape of Wealth Management -- The Integration of AI in Wealth Management -- Enhancing Efficiency and Accuracy -- Comparing Traditional and AI-Driven Wealth Management -- Future Potential and Ethical Considerations -- Call to Action -- Contents -- Chapter 1: Wealth Management and the Three Percent Conondrum -- Wealth Management -- The Terrain of Wealth Management -- The 3 Percent Conundrum -- Why Only 3 Percent? -- Evolving Landscape of Wealth Management -- Regulatory Efforts and Financial Education -- Future of Wealth Management -- Definition -- Scope and Purpose -- Historical Context -- Modern Practices -- The Client Perspective -- Chapter 2: Wealth Management: A Short Story of Its History and Journey to Modern Times -- Historical Context -- Modern Practices -- Key Components of Wealth Management -- Client Engagement and Relationship Management -- The Role of Technology -- Limitations of Robo-Advisors -- Chapter 3: The Place of Wealth Management in the Modern Financial Landscape -- Economic Impact -- Client Perspective -- Role in the Broader Financial Ecosystem -- Chapter 4: How Does a Traditional Wealth Management Process and Its Practices Work? -- Manual Processes -- Limitations of Traditional Practices -- The Human Touch -- Chapter 5: Embracing the Future: Emergence of AI in Wealth Management -- Technological Advancements -- Market Trends -- Implications for the Industry -- Chapter 6: How AI Is Transforming Wealth Management -- Data Analytics and Predictive Modeling -- Automated Investment Platforms -- Personalization and Customization -- Enhancing Efficiency and Accuracy.
Chapter 7: Data Analytics and Predictive Modeling Transform Asset and Wealth Management -- Role of Big Data in Wealth Management -- Predictive Analytics -- Methodologies in Data Analytics -- Impact of Analytics Methodologies on Investment Strategies -- Descriptive Analytics: Data Summarization -- Diagnostic Analytics: Identifying Causes and Anomaly Detection -- Predictive Analytics: Forecasting Models and Scenario Analysis -- Prescriptive Analytics: Actionable Recommendations and Optimization -- Overall Impact: Enhanced Decision-Making and Personalization -- Enhanced Decision-Making -- Portfolio Management -- Risk Management -- Challenges and Considerations -- Chapter 8: Automated Investment Platforms and Their Benefits -- Key Benefits of Automated Data Platforms in Asset Management -- Efficiency and Time Savings -- Enhanced Data Accuracy and Consistency -- Scalability and Performance -- Real-Time Data Analytics and Reporting -- Seamless Integration -- Data Governance and Regulatory Compliance -- Cost Savings and Operational Efficiency -- Summary -- Main Applications of Automated Platforms -- Robo-Advisors -- Algorithmic Trading -- Hybrid Models -- Impact on the Wealth Management Industry -- Chapter 9: The Triple Win Factor: Enhancing Efficiency and Accuracy -- Process Optimization and Automated Functionalities -- Client Benefits -- Portfolio Manager Benefits -- Regulatory Benefits -- Streamlining Operations -- Cost Reduction -- Improving Accuracy -- Enhancing Financial Planning -- Enhanced Risk Management -- Case Studies and Examples -- Chapter 10: Key Differences Between Traditional and AI Wealth Management and Why Customers Should Care -- Human Interaction vs. Automation -- Personalized Service vs. Personalization Through AI -- Decision-Making Processes -- Client Engagement and Communication -- Cost Structures -- Adaptability and Flexibility. Challenges and Considerations -- Chapter 11: Conclusion: Harnessing the Power of AI in Wealth Management -- Summary of Key Insights -- Future Potential of AI in Wealth Management -- Call to Action -- Glossary of Key Terms and Concepts -- References. |
| Record Nr. | UNINA-9910903800103321 |
Mirghaemi Mahnoosh
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| Cham : , : Springer, , 2024 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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CSR und Investment Banking : Investment und Banking zwischen Krise und Positive Impact / / herausgegeben von Karen Wendt
| CSR und Investment Banking : Investment und Banking zwischen Krise und Positive Impact / / herausgegeben von Karen Wendt |
| Edizione | [1st ed. 2016.] |
| Pubbl/distr/stampa | Berlin, Heidelberg : , : Springer Berlin Heidelberg : , : Imprint : Springer Gabler, , 2016 |
| Descrizione fisica | 1 online resource (565 p.) |
| Disciplina | 650 |
| Collana | Management-Reihe Corporate Social Responsibility |
| Soggetto topico |
Leadership
Environmental law Environmental policy Economic sociology Human rights International environmental law International law Business Strategy/Leadership Environmental Law/Policy/Ecojustice Organizational Studies, Economic Sociology Human Rights International Environmental Law Sources and Subjects of International Law, International Organizations |
| ISBN | 3-662-43709-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | ger |
| Nota di contenuto | Vorwort -- Herausgeberbeitrag -- Strategisch nachhaltige Führung -- Klimafreundliche Märkte, Climate Bonds, finanzierter Klimafuß- und Handabdruck -- Positive Impact und Mission Investing -- Management nichttechnischer Risiken und Internationales Soft Law Äquatorprinzipien -- Zukunftsfähigkeit, Stakeholder Dialog, strategisches Personalmanagement, Diversity -- Nachhaltig strategische Produktentwicklung, Umsetzung der Gemeinwohlökonomie, nachhaltige Bewertung von Assets -- Nachhaltige Geldanlagen. |
| Record Nr. | UNINA-9910484060603321 |
| Berlin, Heidelberg : , : Springer Berlin Heidelberg : , : Imprint : Springer Gabler, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The Fourth Industrial Revolution and its impact on ethics : solving the challenges of the Agenda 2030 / / Katharina Miller, Karen Wendt, editors
| The Fourth Industrial Revolution and its impact on ethics : solving the challenges of the Agenda 2030 / / Katharina Miller, Karen Wendt, editors |
| Edizione | [1st ed. 2021.] |
| Pubbl/distr/stampa | Cham, Switzerland : , : Springer, , [2021] |
| Descrizione fisica | 1 online resource (XXIII, 359 p. 12 illus.) |
| Disciplina | 658.408 |
| Collana | Sustainable finance |
| Soggetto topico | Social responsibility of business |
| Soggetto genere / forma | Electronic books. |
| ISBN | 3-030-57020-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Addressing the Ethical and Social Challenges of Emerging Technologies: Creating the Conditions to Play a Leadership Role in the Fourth Industrial Revolution -- Essential Change Factors to Enhance Integrity Competitiveness -- Corporate governance and Gender diversity in Europe: A strategic win-win opportunity in the Fourth Industrial Revolution -- How Businesses Can Impact Agenda 2030 -- Women and Ethics during the Fourth Industrial Revolution -- Beyond gender – From individuals to structures -- We all have to lean in…Ageism and what we can do to be more inclusive in a digitised world -- The Ethic impact of the 4IR and the women's role -- Digital Equity and the Fourth Industrial Revolution -- Gender in Engineering: Assessing Women’s Performance in University Education -- Challenges of Education in the 4thIndustrial Revolution -- It’s Personal: 4IR and the Future of Learning -- Quality Education by Investment How can FinTechs contribute to financial literacy? -- Financing of start-ups via Initial Coin Offerings (ICOs) and gender equality -- Sustainability and non-discrimination: the only possible path for the proper development of smart cities and smart territories -- The Fourth Industrial Revolution and Its Impact on Ethics: The New Luddites -- The future of work - opportunities and challenges under German legislation -- Human Rights in the Digital Era: From Digital Practice to Digital Law and Case Law -- 4IR and Ethical Impacts: Startups ecosystems and Gender Equality -- The impact of Artificial Intelligence on Women´s Rights: a legal point of view -- The Legal Regulation of Facial Recognition -- The Fourth Industrial Revolution and sophistication in gender crimes -- Sextortion -- Addressing Second Order of Sexual Harassment to overcome Gender–based Violence in times of the Fourth Industrial Revolution -- Meritocracy vs. Gender Equality: A Change of Perspective -- How can leaders face 4RI challenges? The importance of gender sensitive lenses in leadership. |
| Record Nr. | UNINA-9910484092403321 |
| Cham, Switzerland : , : Springer, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Positive Impact Investing : A Sustainable Bridge Between Strategy, Innovation, Change and Learning / / edited by Karen Wendt
| Positive Impact Investing : A Sustainable Bridge Between Strategy, Innovation, Change and Learning / / edited by Karen Wendt |
| Edizione | [1st ed. 2018.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Springer, , 2018 |
| Descrizione fisica | 1 online resource (xxxv, 304 pages) : color illustrations |
| Disciplina | 302.35 |
| Collana | Sustainable Finance |
| Soggetto topico |
Business ethics
Economic sociology Leadership Sustainable development Business Ethics Organizational Studies, Economic Sociology Business Strategy/Leadership Sustainable Development |
| ISBN | 3-319-10118-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Growing social impact finance: implications for the public sector -- Understanding Sustainable Finance -- Positive Impact Investment – Could a 100% portfolio beat the market -- Climate change as a topic for impact investing -- Green bonds – a key catalyst within the broader subject of climate finance post COP21 -- Compelling reeasons and evidence of positive impacts from private capital investing in emerging markets -- Impact investing and the “new green industrial revolution”: how to stop climate change through the divest-invest movement -- Investments for Development in Switzerland: A sub-type of impact investing with strong growth dynamics -- Non-Rated Impact Bonds on the Austrian Capital Market: The Example of the Don Bosco Ecuador Bond -- Building a thriving ecosystem for social enterprise finance -- The Biological Foundation of an Evolutionary Economy and its Implications for Organizational Culture and Leadership -- Management Education as a Crucible for Ethical Social Change -- Impact Investment - The real issue not money or innovation but change management -- TBLI makes Dreams Come True- But we are not in Cosmetics. . |
| Record Nr. | UNINA-9910298200603321 |
| Cham : , : Springer International Publishing : , : Imprint : Springer, , 2018 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Responsible Investment Banking : Risk Management Frameworks, Sustainable Financial Innovation and Softlaw Standards / / edited by Karen Wendt
| Responsible Investment Banking : Risk Management Frameworks, Sustainable Financial Innovation and Softlaw Standards / / edited by Karen Wendt |
| Edizione | [1st ed. 2015.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Springer, , 2015 |
| Descrizione fisica | 1 online resource (704 p.) |
| Disciplina | 332.1754 |
| Collana | CSR, Sustainability, Ethics & Governance |
| Soggetto topico |
Investment banking
Securities Business ethics Leadership Commercial law Environmental economics Social policy Investments and Securities Business Ethics Business Strategy/Leadership Business Law Environmental Economics Social Policy |
| ISBN | 3-319-10311-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Introduction -- Governance, Corporate Culture and Leadership in integrating CSR -- The cross cutting issues in the IFC Performance Standards -- The EBRD ESG Standards and their impact on the markets -- Implementing Environmental & Social Risk Management on the ground -- Translating Standards into successful implementation: Sector Policies and Equator Principles -- Consultant of the Strategic Review of Equator Principles -- An investigation on Ecosystems Services, the role of Investment Banks and investment products to foster conservation -- Public Sector Interventions to mobilize private capital for climate- friendly markets -- Implementing ESG in the Financial Sector in Russia - a Journey towards more Sustainability -- Interview: Implementing International Good Practice Standards - Pragmatism versus Philosophy -- Tipping Points - Learning from Pain -- Sustainable Private Equity investments and ESG Due Diligence Frameworks -- PRI – in principle good -- Investing in the ESIA and Stakeholder Engagement Process -- Positive Impact Business and Finance: a challenge for industries and services, a pre-eminent role for the financial sector -- Adopting EP in India -- Sustainability Reporting in China -- Sustainability on Planet Bank -- The Gender Bias in Asset Management -- Women on Board -- Corporate Social Responsibility in modern Central and Eastern Europe -- The Equator Principles – A critical analysis -- Half the footprint -double the impact -- Why not? Sustainable Finance as a question of mindset -- Managing assets in a complex environment: an innovative approach to sustainable decision-making -- Extra-financial performance made tangible handprint approach financial institutions -- Afterword. . |
| Record Nr. | UNINA-9910298465803321 |
| Cham : , : Springer International Publishing : , : Imprint : Springer, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Sustainable Financial Innovation / / edited by Karen Wendt
| Sustainable Financial Innovation / / edited by Karen Wendt |
| Edizione | [First edition.] |
| Pubbl/distr/stampa | Boca Raton, FL : , : CRC Press, , 2018 |
| Descrizione fisica | 1 online resource (274 pages) |
| Disciplina | 332 |
| Soggetto topico |
Financial engineering
Sustainable development Risk management Capitalism - Social aspects |
| ISBN |
1-4987-9674-5
1-315-15619-9 1-351-65226-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | The purpose of doing business is not business : it is flourishing / Diego Hangartner -- Environmental impact finance -- Investment turn around : a new way of investing based on SDGs / Karen Wendt -- Innovations in the financing of energy efficiency / Steven Fawkes -- Green bonds : for you to advertise only? : a compact guide through the current state of the green bond -- Market and the conditions for its further development / Stefan Klotz and Sabine Pex -- Pensions at a time of climate change : the inconvenient truth about fiduciary duty / Bethan Livesey -- Innovative 21st century water utilities / Robert C. Brears -- Social impact finance -- Social impact incentives (SIINC) : enabling high-impact social enterprises to improve profitability and reach scale / Bjoern Struewer, Rory Tews and Christina Moehrle -- University Magna Graecia of Catanzaro (Italy) : social impact bond: beyond financial innovation / Rosella Carè -- Swiss investments for development : characteristics of a market with strong growth dynamics / Julia Meyer and Kelly Hess -- Social entrepreneurship and technology -- Sitting at the edge and looking for a way to create scaled and meaningful impact / Tanya Woods -- Stride, unschool for entrepreneurs : from doing well to doing good / Anais Saegesser -- Triple purpose: social capitalism: how capitalism can be transformed to make the world a better place / Jim Bignal -- Regional focus ESG in China -- Regulating CRS disclosure : quantity or quality in practice? / Shidi Dong, Lei Xu and Ron McIver -- Political connections, ownership structure and performance in China's mining sector / Lei Xu, Ron P. McIver, Shiao-Lan Chou and Harjap Bassan -- Addressing corporate income tax avoidance in China : using regulatory change to encourage corporate tax sustainability / Guodong Yuan, Ron P. McIver, Lei Xu and Sang Hong Kang -- Index. |
| Record Nr. | UNINA-9910793340403321 |
| Boca Raton, FL : , : CRC Press, , 2018 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Sustainable Financial Innovation / / edited by Karen Wendt
| Sustainable Financial Innovation / / edited by Karen Wendt |
| Edizione | [First edition.] |
| Pubbl/distr/stampa | Boca Raton, FL : , : CRC Press, , 2018 |
| Descrizione fisica | 1 online resource (274 pages) |
| Disciplina | 332 |
| Soggetto topico |
Financial engineering
Sustainable development Risk management Capitalism - Social aspects |
| ISBN |
1-4987-9674-5
1-315-15619-9 1-351-65226-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | The purpose of doing business is not business : it is flourishing / Diego Hangartner -- Environmental impact finance -- Investment turn around : a new way of investing based on SDGs / Karen Wendt -- Innovations in the financing of energy efficiency / Steven Fawkes -- Green bonds : for you to advertise only? : a compact guide through the current state of the green bond -- Market and the conditions for its further development / Stefan Klotz and Sabine Pex -- Pensions at a time of climate change : the inconvenient truth about fiduciary duty / Bethan Livesey -- Innovative 21st century water utilities / Robert C. Brears -- Social impact finance -- Social impact incentives (SIINC) : enabling high-impact social enterprises to improve profitability and reach scale / Bjoern Struewer, Rory Tews and Christina Moehrle -- University Magna Graecia of Catanzaro (Italy) : social impact bond: beyond financial innovation / Rosella Carè -- Swiss investments for development : characteristics of a market with strong growth dynamics / Julia Meyer and Kelly Hess -- Social entrepreneurship and technology -- Sitting at the edge and looking for a way to create scaled and meaningful impact / Tanya Woods -- Stride, unschool for entrepreneurs : from doing well to doing good / Anais Saegesser -- Triple purpose: social capitalism: how capitalism can be transformed to make the world a better place / Jim Bignal -- Regional focus ESG in China -- Regulating CRS disclosure : quantity or quality in practice? / Shidi Dong, Lei Xu and Ron McIver -- Political connections, ownership structure and performance in China's mining sector / Lei Xu, Ron P. McIver, Shiao-Lan Chou and Harjap Bassan -- Addressing corporate income tax avoidance in China : using regulatory change to encourage corporate tax sustainability / Guodong Yuan, Ron P. McIver, Lei Xu and Sang Hong Kang -- Index. |
| Record Nr. | UNINA-9910813546903321 |
| Boca Raton, FL : , : CRC Press, , 2018 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Theories of Change : Change Leadership Tools, Models and Applications for Investing in Sustainable Development / / edited by Karen Wendt
| Theories of Change : Change Leadership Tools, Models and Applications for Investing in Sustainable Development / / edited by Karen Wendt |
| Edizione | [1st ed. 2021.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Springer, , 2021 |
| Descrizione fisica | 1 online resource (502 pages) |
| Disciplina | 338.927 |
| Collana | Sustainable Finance |
| Soggetto topico |
Financial services industry
Management Business ethics Environmental economics Economic development Strategic planning Leadership Financial Services Business Ethics Environmental Economics Development Studies Business Strategy and Leadership |
| ISBN | 3-030-52275-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Part I: Theories of Change: Defining the Research Agenda, Leadership and Change -- Theory of Change: Defining the Research Agenda -- About Bridges and Goals: On the Art of Change Management as a Bridge to the Goals for a Sustainable World and a World of Sustainable Investing -- Analysing the Credibility of Theories of Change -- Failed Theories of Change: Misperceptions About ESG Investment and Investment Efforts to Combat Climate Change -- Y.1: The Biological Code for Evolutionary Transformation and Strategic Investment Decisions -- Part II: Creating Global Frameworks -- Towards a Unifying Framework of Impact Assessment in Impact Investing -- Social Reporting Standard (SRS): Making Social Impact Visible -- Clustering of Negative Criteria: A Pragmatic Approach for the Implementation of SRI -- Part III: Impact Investing -- Improving Early Childhood Development in Namibia with Result Based Financing -- An Analysis on Impact Measurement: How Do We Measure Impact? -- The Lessons of Microcredit -- Impact Investing Practice Report: Impact Analysis and Impact Reporting at BonVenture -- Part IV: Quantitative Analysis in Investing -- When Transparency Clouds Rather Than Clarifies: A Closer Look at Transparency Bias Within ESG Scores -- Comprehensive Simulation Meta Model for Transition Planning and Decision Analysis with Sustainable Impact -- Part V: Ecosystems -- Banking 4.0: Digital Ecosystems and Super-Apps -- Orchestrating Value Co-Creation in Business Ecosystems -- Part VI: Blockchain, Chryptoeconomics and Sustainability -- Change Through Crypto-Economics -- Blockchain and Sustainable Development Goals: From Blue Skies Estimates of Impact to Bottom-Up Essentials -- The Tokenization of Assets: Using Blockchains for Equity Crowdfunding -- Blockchain and the Evolution of Information Society -- Cryptography Leads the Next Wave of Societal Change -- Machine Learning and Finance -- Part VII: SDG Topic -- The Gender Investment Gap -- The Era of New Leadership -- Social Enterprises: Investment in a Sustainable Social Development with Added Value -- Part VIII: Climate Change -- Domestic Heating and China’s Sustainable Energy Goals -- Sustainable Energy Investment in Australia -- The Money Pipeline: The Role of Finance in the Climate Emergency -- Moving the Topic of Climate Change from Politics to Economics. |
| Record Nr. | UNINA-9910483187603321 |
| Cham : , : Springer International Publishing : , : Imprint : Springer, , 2021 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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