IDS Case Study: Enhancing Portfolio Management Selections

By Keiter Technologies

IDS Case Study: Enhancing Portfolio Management Selections

Can financial performance be predicted by machine learning?

Data Science can help you achieve your business goals with tailored advice specific to your organization. Learn more about how Keiter Data Solutions solved a similar problem for one of our clients in the below case study.

Challenge and Opportunity

A Keiter Technologies client and portfolio management entity was seeking a new model to anticipate financial performance of specific investments.


Our Approach

  • The customer manages over $82 billion in retirement assets for over 730,000 individuals and wanted a new predictive model on financial performance of specific asset classes and investments.
  • Using ML, our team generated predictions using the patterns extracted from existing financial performance data.
  • That data was able to create a comprehensive model that supported the portfolio selection process for the customer’s team.


The customer is extremely satisfied with the new model which has proven accurate in the portfolio selection process.


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About the Author

Keiter Technologies

Keiter Technologies

Keiter Technologies focuses on serving businesses with their strategic technology needs through data science, cybersecurity, and IT audit and consulting.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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