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ESGReveal is an innovative method proposed for efficiently extracting and analyzing Environmental, Social, and Governance (ESG) data from corporate reports, catering to the critical need for reliable ESG information retrieval. This approach…

Computation and Language · Computer Science 2024-01-01 Yi Zou , Mengying Shi , Zhongjie Chen , Zhu Deng , ZongXiong Lei , Zihan Zeng , Shiming Yang , HongXiang Tong , Lei Xiao , Wenwen Zhou

There are inefficiencies in financial markets, with unexploited patterns in price, volume, and cross-sectional relationships. While many approaches use large-scale transformers, we take a domain-focused path: feed-forward and recurrent…

Portfolio Management · Quantitative Finance 2025-10-15 Sid Ghatak , Arman Khaledian , Navid Parvini , Nariman Khaledian

In portfolio analysis, the traditional approach of replacing population moments with sample counterparts may lead to suboptimal portfolio choices. I show that optimal portfolio weights can be estimated using a machine learning (ML)…

Portfolio Management · Quantitative Finance 2018-07-31 Daniel Kinn

We use supervised learning to identify factors that predict the cross-section of returns and maximum drawdown for stocks in the US equity market. Our data run from January 1970 to December 2019 and our analysis includes ordinary least…

Statistical Finance · Quantitative Finance 2023-12-05 Lisa R. Goldberg , Saad Mouti

We construct the maximally predictable portfolio (MPP) of stocks using machine learning. Solving for the optimal constrained weights in the multi-asset MPP gives portfolios with a high monthly coefficient of determination, given the sample…

Computational Finance · Quantitative Finance 2023-11-06 Michael Pinelis , David Ruppert

The domain of hedge fund investments is undergoing significant transformation, influenced by the rapid expansion of data availability and the advancement of analytical technologies. This study explores the enhancement of hedge fund…

Statistical Finance · Quantitative Finance 2024-12-17 Siqiao Zhao , Dan Wang , Raphael Douady

This paper presents an evaluation framework that attempts to quantify the "degree of realism" of simulated financial time series, whatever the simulation method could be, with the aim of discover unknown characteristics that are not being…

Computational Finance · Quantitative Finance 2018-11-20 Javier Franco-Pedroso , Joaquin Gonzalez-Rodriguez , Maria Planas , Jorge Cubero , Rafael Cobo , Fernando Pablos

Factor analysis is a statistical technique employed to evaluate how observed variables correlate through common factors and unique variables. While it is often used to analyze price movement in the unstable stock market, it does not always…

Statistical Finance · Quantitative Finance 2014-08-13 Angela Gu , Patrick Zeng

This paper presents an innovative online portfolio selection model, situated within a meta-learning framework, that leverages a mixture policies strategy. The core idea is to simulate a fund that employs multiple fund managers, each skilled…

Optimization and Control · Mathematics 2025-05-13 Jiayu Shen , Jia Liu , Zhiping Chen

This study emphasizes how crucial it is to visualize machine learning models, especially for the banking industry, in order to improve interpretability and support predictions in high stakes financial settings. Visual tools enable…

Machine Learning · Computer Science 2025-02-24 Priyam Ganguly , Ramakrishna Garine , Isha Mukherjee

Automated algorithm selection promises to support the user in the decisive task of selecting a most suitable algorithm for a given problem. A common component of these machine-trained techniques are regression models which predict the…

Neural and Evolutionary Computing · Computer Science 2020-06-18 Anja Jankovic , Carola Doerr

In this essay, we have comprehensively evaluated the feasibility and suitability of adopting the Machine Learning Models on the forecast of corporation fundamentals (i.e. the earnings), where the prediction results of our method have been…

Statistical Finance · Quantitative Finance 2020-05-29 Xinyue Cui , Zhaoyu Xu , Yue Zhou

Financial markets are integral to a country's economic success, yet their complex nature raises challenging issues for predicting their behaviors. There is a growing demand for an integrated system that explores the vast and diverse data in…

Statistical Finance · Quantitative Finance 2024-12-10 Ali Abrishami , Jafar Habibi , AmirAli Jarrahi , Dariush Amiri , MohammadAmin Fazli

Despite recent advances in deep learning-based language modelling, many natural language processing (NLP) tasks in the financial domain remain challenging due to the paucity of appropriately labelled data. Other issues that can limit task…

Computation and Language · Computer Science 2020-10-19 Tim Nugent , Nicole Stelea , Jochen L. Leidner

Stock portfolio optimization is the process of continuous reallocation of funds to a selection of stocks. This is a particularly well-suited problem for reinforcement learning, as daily rewards are compounding and objective functions may…

Portfolio Management · Quantitative Finance 2022-07-06 Charl Maree , Christian W. Omlin

Machine learning is traditionally studied at the model level: researchers measure and improve the accuracy, robustness, bias, efficiency, and other dimensions of specific models. In practice, the societal impact of machine learning is…

Machine Learning · Computer Science 2024-04-04 Connor Toups , Rishi Bommasani , Kathleen A. Creel , Sarah H. Bana , Dan Jurafsky , Percy Liang

Our main contribution is that we are using AI to discern the key drivers of variation of ESG mentions in the corporate filings. With AI, we are able to separate "dimensions" along which the corporate management presents their ESG policies…

General Economics · Economics 2022-12-02 Irene Aldridge , Payton Martin

Online portfolio selection is a fundamental problem in computational finance, which has been extensively studied across several research communities, including finance, statistics, artificial intelligence, machine learning, and data mining,…

Computational Finance · Quantitative Finance 2013-05-21 Bin Li , Steven C. H. Hoi

We use multi-class machine learning classifiers to identify the stocks that outperform or underperform other stocks. The resulting long-short portfolios achieve annual Sharpe ratios of 1.67 (value-weighted) and 3.35 (equal-weighted), with…

General Finance · Quantitative Finance 2025-07-24 Yang Bai , Kuntara Pukthuanthong

This paper explores how AI-powered tools could be leveraged to streamline the process of identifying, screening, and analyzing relevant literature in academic research. More specifically, we examine the documented relationship between…

Computers and Society · Computer Science 2025-07-15 Ebenezer Asem , Ruijie Fan , Gloria Y. Tian