Investor segmentation: how to improve current techniques by incorporating behavioural finance concepts?

RA Deccax, CH Campani - International Journal of …, 2019 - inderscienceonline.com
This article proposes an improved model of individual investor segmentation. The approach
employed consisted of a broad review of studies published in renowned journals in recent …

[PDF][PDF] Proposição de uma Nova API (Análise de Perfil do Investidor) para Verificação de “Suitability” por Exigência Regulatória e para Fins Comerciais

RA DECCAX - 2020 - coppead.ufrj.br
Proposição de uma Nova API (Análise de Perfil do Investidor) para Verificação de “Suitability”
por Exigência Regulató Page 1 UNIVERSIDADE FEDERAL DO RIO DE JANEIRO INSTITUTO …

Market Symmetry and Its Application to Pattern-Matching-Based Portfolio Selection

Y Wang, D Wang - The Journal of Financial Data Science, 2019 - pm-research.com
Portfolio selection based on pattern matching has shown great potential. The authors show
that this approach can be derived from a symmetric market perspective, in which the …