iFUNDit: Visual Profiling of Fund Investment Styles

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dc.contributor.authorZhang, R.en_US
dc.contributor.authorKu, B. K.en_US
dc.contributor.authorWang, Y.en_US
dc.contributor.authorYue, X.en_US
dc.contributor.authorLiu, S.en_US
dc.contributor.authorLi, K.en_US
dc.contributor.authorQu, H.en_US
dc.contributor.editorHauser, Helwig and Alliez, Pierreen_US
dc.date.accessioned2023-10-06T11:58:55Z
dc.date.available2023-10-06T11:58:55Z
dc.date.issued2023
dc.description.abstractMutual funds are becoming increasingly popular with the emergence of Internet finance. Clear profiling of a fund's investment style is crucial for fund managers to evaluate their investment strategies, and for investors to understand their investment. However, it is challenging to profile a fund's investment style as it requires a comprehensive analysis of complex multi‐dimensional temporal data. In addition, different fund managers and investors have different focuses when analysing a fund's investment style. To address the issue, we propose , an interactive visual analytic system for fund investment style analysis. The system decomposes a fund's critical features into performance attributes and investment style factors, and visualizes them in a set of coupled views: a fund and manager view, to delineate the distribution of funds' and managers' critical attributes on the market; a cluster view, to show the similarity of investment styles between different funds; and a detail view, to analyse the evolution of fund investment style. The system provides a holistic overview of fund data and facilitates a streamlined analysis of investment style at both the fund and the manager level. The effectiveness and usability of the system are demonstrated through domain expert interviews and case studies by using a real mutual fund dataset.en_US
dc.description.number6
dc.description.sectionheadersORIGINAL ARTICLES
dc.description.seriesinformationComputer Graphics Forum
dc.description.volume42
dc.identifier.doi10.1111/cgf.14806
dc.identifier.issn1467-8659
dc.identifier.urihttps://doi.org/10.1111/cgf.14806
dc.identifier.urihttps://diglib.eg.org:443/handle/10.1111/cgf14806
dc.publisher© 2023 Eurographics ‐ The European Association for Computer Graphics and John Wiley & Sons Ltd.en_US
dc.subjectvisualization
dc.subjectvisual analytics
dc.subjectfinancial visualization
dc.subjectbusiness intelligence
dc.titleiFUNDit: Visual Profiling of Fund Investment Stylesen_US
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