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Publicação
Follow the Money of Fixed – Income Asset Maturities: A Reinvestment Analysis and Recommendation System for Post Maturities
Autores
Orientador(es)
Resumo(s)
The landscape of investment banking has grown significantly, with these institutions acting as key
intermediaries between clients and investments. Investment banks focus on converting client capital
into both short and long-term investments, particularly in fixed-income assets. However, the
maturation of these assets leads to idle funds in current accounts, posing a challenge in reallocating
these resources effectively. This research aims to understand the dynamics following fixed-income
asset maturities and to address the gap in knowledge regarding client reinvestment behaviors,
preferred assets, and the impact of advisor actions. A quantitative approach using data analytics will
be employed to map transactions and identify post-maturity asset destinations. The study will
propose a recommendation system to enhance client investment decisions and improve fund
allocation strategies. Ultimately, this research contributes to better understanding the role of fixedincome maturities in investment banking and offers actionable insights for optimizing fund retention
and client engagement.
Descrição
Dissertation presented as the partial requirement for obtaining a Master's degree in Data Science and Advanced Analytics, specialization in Business Analytics
Palavras-chave
Fixed-Income Investment Banking Recommendation System Asset Maturity Collaborative Filtering Advisory Impact