IDS Case Study: Enhancing Portfolio Management Selections

By Keiter CPAs

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 portfolio management entity was seeking a new model to anticipate financial performance of specific investments.



  • 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 CPAs

Keiter CPAs

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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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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