Facilitating Investment Strategy Negotiations Through Logic
Benjamin Callewaert, Nicholas Decleyre, Simon Vandevelde, Nuno Comenda, Bart Coppens, Joost Vennekens · 2023
In the process of negotiating investment strategies between a fund and investors, establishing trust, transparency, traceability, and correctness among the involved parties is crucial to ensure smooth and successful outcomes. The adoption of logic- based AI, with its reliability, consistency, and explainability, can serve as a crucial catalyst to assist parties during negotiations by providing useful insights and explainable suggestions. This paper showcases how various Knowledge Representation and Reasoning (KRR) techniques can be leveraged to assist financial parties during investment negotiations. It demonstrates the use of logical definitions to represent complex financial investment strategies, allowing parties to gain a comprehensive understanding of the policies under discussion. Furthermore, automated reasoning is used to generate useful insights and actionable information enabling informed decision-making and enhancing the overall negotiation process.