Advanced Portfolio Management in Big Data Environments With Machine Learning and Advanced Analytical Techniques

The chapter will propose a novel approach that combines the traditional machine learning approach in churn management and customer satisfaction evaluation, which unite traditional machine learning approach and expert-based approach, which leans on event-based management. The core of the proposed framework is hybrid fuzzy expert system, which can contain a variety of data mining predictive models responsible for some specific areas as additions to traditional rule blocks. It can also include social network analysis metrics based on linguistic variables and incorporated within rule blocks. The chapter will introduce how revealed patterns can be applied for continual portfolio management improvement. The proposed solution unites advanced analytical techniques with the decision-making process within a holistic self-learning framework.