90 citations · 1.1k across the 68 of their papers we have counts for
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Company Similarity using Large Language Models
Dimitrios Vamvourellis, Máté Toth, Snigdha Bhagat +3
Identifying companies with similar profiles is a core task in finance with a wide range of applications in portfolio construction, asset pricing and risk attribution. When a rigoro…
Quantifying Outlierness of Funds from their Categories using Supervised Similarity
Dhruv Desai, Ashmita Dhiman, Tushar Sharma +3
Mutual fund categorization has become a standard tool for the investment management industry and is extensively used by allocators for portfolio construction and manager selection,…
Investor Behavior Modeling by Analyzing Financial Advisor Notes: A Machine Learning Perspective
Cynthia Pagliaro, Dhagash Mehta, Han-Tai Shiao +2
Modeling investor behavior is crucial to identifying behavioral coaching opportunities for financial advisors. With the help of natural language processing (NLP) we analyze an unst…
Fund2Vec: Mutual Funds Similarity using Graph Learning
Vipul Satone, Dhruv Desai, Dhagash Mehta
Identifying similar mutual funds with respect to the underlying portfolios has found many applications in financial services ranging from fund recommender systems, competitors anal…
Machine Learning Fund Categorizations
Dhagash Mehta, Dhruv Desai, Jithin Pradeep
Given the surge in popularity of mutual funds (including exchange-traded funds (ETFs)) as a diversified financial investment, a vast variety of mutual funds from various investment…