/capstone_vanguard

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Investment Market Exploration and Investors Clustering

This is the repository for Columbia Data Science Capstone Project sponsered by Vanguard.

Goal

To understand how investment companies are clustered and behave based on their shared holdings.

  • Part I: To transform the huge holdings data with billions of records into easily digestible insights through metrics constructions and dashboard visualizations.
  • Part II: To identify cohorts of similar investors through clustering analysis.
  • Part III: To detect the polarized topics for investment over the past 10 years
  • Part IV: To develop a dashboard for visualization of the project results.

Contributors

Rui Bai (rb3454)
Xinyi Liu (xl2904)
Yichi Liu (yl4327)
Yuchen Pei (yp2533)
Yujing Song (ys3251)