英文标题：
《Analysis of Advisor Portfolio using Multivariate Time Series and Cosine
Similarity》
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作者：
Gayatri Pradhan
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最新提交年份：
2018
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英文摘要：
In mutual fund, an investment adviser gives advice to clients about investing in securities such as stocks, bonds, mutual funds, or exchange traded funds. Some investment advisers manage portfolios of securities. In this paper, we analyze advisor portfolio for each advisor so as to recognize the pattern in each adviser\'s portfolio. Such analysis helps the sales people to sell the fund company products to the suitable advisors desirable to the nature of the product they want to sell. This is done by analyzing the kind of products advisors have been interested in which will help to boost the sales of the products as sales people will be reaching the appropriate advisors.
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中文摘要：
在共同基金中，投资顾问向客户提供有关投资股票、债券、共同基金或交易所买卖基金等证券的建议。一些投资顾问管理证券投资组合。在本文中，我们分析每个顾问的顾问投资组合，以便识别每个顾问投资组合中的模式。此类分析有助于销售人员将基金公司产品销售给他们想要销售的产品性质所需的合适顾问。这是通过分析顾问感兴趣的产品类型来实现的，这将有助于促进产品的销售，因为销售人员将接触到合适的顾问。
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分类信息：

一级分类：Quantitative Finance 数量金融学
二级分类：General Finance 一般财务
分类描述：Development of general quantitative methodologies with applications in finance
通用定量方法的发展及其在金融中的应用
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