Fund Manager Rotation Analysis

$250-750 AUD

Käynnissä

Julkaistu 19 päivää sitten

$250-750 AUD

Maksettu toimituksen yhteydessä

I need a clear, repeatable way to study the monthly returns of roughly six to ten fund managers side-by-side with their relevant benchmarks. My goal is to spot those familiar cycles of outperformance and drawdowns so I know when to trim winners and when to start accumulating positions in managers who have recently lagged. Please focus the work around interactive line charts; that is the view I rely on most for recognising momentum shifts and reversion patterns. The source files will show each manager’s monthly return history plus the corresponding benchmark figures—nothing more, nothing less—so the solution should ingest, clean, and plot that data, then allow me to slice by date ranges or highlight a specific manager at will. Deliverables • A fully working visualisation (Python, R, Power BI or similar—whichever you are strongest in) that plots monthly returns and benchmark comparisons for 6-10 managers. • Simple controls to toggle individual managers on/off and zoom into specific periods. • Exportable summary that flags prolonged outperformance or underperformance streaks (for example, rolling 12- or 24-month excess return bands). Acceptance criteria The charts load from a flat file I provide, display without errors, and clearly show each manager’s performance versus benchmark on the same time axis. Interaction must remain smooth when switching between managers or time frames. If you have questions about formats or want a data sample before starting, just let me know—otherwise I’m ready to move ahead as soon as you are.

Projektin tunnus (ID): 40318705

Tietoa projektista

12 ehdotukset

Etäprojekti

Aktiivinen 19 päivää sitten

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Myönnetty käyttäjälle:

@WycOj

With a background that spans over 7 years in the field, encompassing machine learning, predictive analytics, and deep learning among other skills , I confidently say that data analysis and visualization couldn't get any better with my services at your disposal. Over the years, I have honed multidimensional competencies that would undoubtedly revolutionize your cycle of fund manager analysis. Drawing from my expertise in data science and biology has armed me with a keen eye for detail which is a crucial attribute when dealing with financial analysis such as yours. Specifically, my knowledge in running parametric and non-parametric statistical tests along with time series analysis using ARIMA or SARIMAX models will be vital to your project's success. Complementing that is my exceptional mastery of Power BI, Python, R Programming among other relevant tools to ensure seamless and error-free data processing , cleaning and analysis. Above all, my greatest strength lies in my ability to understand each project's unique requirements and tailor my solutions accordingly. This project being no exception. With this in mind, I am confident that my astute analytical skills combined with an impersive visualization capability will provide you with a well-fabricated solution that fulfills every aspect indicated in your project requirements. Let's propel growth together!

$500 AUD 4 päivässä

4,9

(221 arvostelut)

7,3

12 freelancerit tarjoavat keskimäärin $560 AUD tätä projektia

@ZohaibRoy

⭐⭐⭐⭐⭐ Create Interactive Visualizations for Fund Manager Returns Analysis ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and noticed you're looking for a solution to analyze fund managers' monthly returns. Look no further; Zohaib is here to help you! My team has successfully completed over 50 similar projects for data visualization. I will create an interactive line chart to help you spot performance cycles, allowing you to make informed decisions on your investments. ➡️ Why Me? I can easily handle your project as I have 5 years of experience in data visualization, focusing on finance and performance analysis. My expertise includes data cleaning, chart creation, and interactive dashboard design. Additionally, I have a strong grip on Python and R, ensuring a smooth, error-free experience with your data. ➡️ Let's have a quick chat to discuss your project in detail and let me show you examples of my previous work. I look forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Data Visualization ✅ Python Programming ✅ R Programming ✅ Power BI ✅ Data Cleaning ✅ Chart Design ✅ Financial Analysis ✅ Interactive Dashboards ✅ Data Manipulation ✅ Performance Metrics ✅ Error Handling ✅ User Interface Design Waiting for your response! Best Regards, Zohaib

$350 AUD 2 päivässä

4,9

(125 arvostelut)

7,9

@mubeenm5026

As a highly experienced professional with in-depth expertise in Python-based data visualization, I present myself as the perfect match for your Fund Manager Rotation Analysis project. For over a decade, my team at Web Crest has honed our technical skills to provide powerful, tailored solutions across industries. This fuels my confidence in being able to deliver a sophisticated and fully functional data visualization tool for you. Not only do I possess sharp technical skills in handling and analyzing large financial datasets like yours, but I also have deep experience in developing interactive line charts - precisely the tool you need to study the monthly returns of multiple fund managers simultaneously. These charts, combined with the inherent ability of slicing data by specific periods or highlighting managers of interest, will ensure that you gain actionable insights into performance cycles and make informed decisions about trimming or accumulating positions. Moreover, my proficiency across other technologies like R and Power BI ensures that I can adapt to your preferred platform without compromising on quality or effectiveness. I guarantee that the charts will load smoothly, display accurate performance vs benchmark metrics, and offer seamless interaction even when switching between managers or time frames.

$600 AUD 6 päivässä

4,7

(17 arvostelut)

6,5

@A2Design

Hello, Your project for Fund Manager Rotation Analysis resonates with our expertise in data processing and visualization. At A2 Design, we understand the importance of providing a clear, repeatable method to analyze monthly returns alongside benchmarks for multiple fund managers. Developing interactive line charts that enable you to recognize patterns in performance is well within our capabilities. We have a strong track record in crafting intuitive data visualization solutions, with relevant experience in analytical projects. For instance, our Shredex ERP System showcases our ability to manage and streamline complex data tasks, ensuring smooth user interactions regardless of data loads. Additionally, our work with the Multimuse collaboration platform highlights our skills in handling real-time data for optimal performance. Let’s discuss how we can create a tailored solution that meets your needs. Reach out to explore the next steps!

$420 AUD 4 päivässä