In this workshop, we will explore how data science tools and techniques can be used to build and maintain an ETF-based investment portfolio. You will also understand what are exchange traded funds (ETFs) and what is a passive investment portfolio.
Data science techniques such as confidence intervals play an important role when comparing and selecting ETFs that are statistically capable to perform according to the investor's expected returns.
Data Science tools also help to track and periodically rebalance the portfolio.
Principal Academic Staff Member + Researcher, Wintec
Dr Arthur Maria do Valle is a Principal Academic Staff Member in the Centre for Information Technology (CFIT) at Waikato Institute of Technology (Wintec).
Arthur holds a PhD in Production and System Engineering from Pontifical Catholic University of Parana (Brazil) and more recently, a postgraduate certificate in Finance from the University of Waikato.
Arthur has industry and academic background in topics such as Lean Six Sigma, Continuous Improvement, Business Process Management, Software Development, Quality Management, Operations Management, Performance Measurement, Project Management, Service Management and Strategy.
As a former senior IT consultant, Arthur had been involved in 15+ successful CMMI-based improvement programs in Brazil and abroad.