A Literature Study of Portfolio Management: Integrating Cash Optimization, AI, Financial Modeling, and Sustainable Investment Strategies

DOI

10.2991/978-94-6463-748-9_112How to use a DOI?

Keywords

Portfolio Optimization; Financial Modeling; Artificial Intelligence; Sustainability; Investment Strategies

Abstract

This paper explores advancements in portfolio management and investment strategies through the integration of cash optimization, financial modeling, artificial intelligence (AI), and sustainable property investment. It emphasizes the critical role of advanced optimization techniques, such as Particle Swarm Optimization (PSO), in improving portfolio performance by effectively balancing risk and return. Financial modeling is analyzed for its ability to evaluate complex risk-reward trade-offs, thereby promoting informed decision-making and enhancing investor autonomy. The study further investigates the transformative potential of artificial intelligence, particularly large language models like ChatGPT, in automating and streamlining investment strategies. Despite certain limitations in long-term forecasting, AI is shown to provide significant value in optimizing short- to medium-term investment decisions. Additionally, the research examines sustainability within property investment portfolios, demonstrating the vital importance of corporate growth, efficiency, and environmental responsibility in achieving long-term profitability. By integrating innovative techniques, this paper provides actionable insights for researchers, investors, and policymakers to optimize portfolio performance, enhance resilience, and promote sustainable financial outcomes in an increasingly dynamic market environment.

Copyright

© 2025 The Author(s)

Open Access

Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

Download article (PDF)

TY  - CONF
AU  - Demin Wang
PY  - 2025
DA  - 2025/07/03
TI  - A Literature Study of Portfolio Management: Integrating Cash Optimization, AI, Financial Modeling, and Sustainable Investment Strategies
BT  - Proceedings of the 2025 International Conference on Financial Risk and Investment Management (ICFRIM 2025)
PB  - Atlantis Press
SP  - 1036
EP  - 1046
SN  - 2352-5428
UR  - https://doi.org/10.2991/978-94-6463-748-9_112
DO  - 10.2991/978-94-6463-748-9_112
ID  - Wang2025
ER  -