90 citations · 1.1k across the 68 of their papers we have counts for
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q-fin.ST2021
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…
q-fin.ST2021
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…