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We designed a machine learning algorithm that identifies patterns between ESG profiles and financial performances for companies in a large investment universe. The algorithm consists of regularly updated sets of rules that map regions into…

General Finance · Quantitative Finance 2020-04-07 Carmine de Franco , Christophe Geissler , Vincent Margot , Bruno Monnier

ESG ratings provide a quantitative measure for socially responsible investment. We present a unified framework for incorporating numeric ESG ratings into dynamic pricing theory. Specifically, we introduce an ESG-valued return that is a…

Portfolio Management · Quantitative Finance 2022-06-08 Davide Lauria , W. Brent Lindquist , Stefan Mittnik , Svetlozar T. Rachev

The widespread confusion among investors regarding Environmental, Social, and Governance (ESG) rankings assigned by rating agencies has underscored a critical issue in sustainable investing. To address this uncertainty, our research has…

Portfolio Management · Quantitative Finance 2025-09-23 Jiayue Zhang , Ken Seng Tan , Tony S. Wirjanto , Lysa Porth

I identify a new signaling channel in ESG research by empirically examining whether environmental, social, and governance (ESG) investing remains valuable as large institutional investors increasingly shift toward artificial intelligence…

General Finance · Quantitative Finance 2025-10-21 Qionghua Chu

Environmental Social Governance (ESG) is a widely used metric that measures the sustainability of a company practices. Currently, ESG is determined using self-reported corporate filings, which allows companies to portray themselves in an…

Social and Information Networks · Computer Science 2023-09-12 Aarav Patel , Peter Gloor

Environmental, Social, and Governance (ESG) datasets are frequently plagued by significant data gaps, leading to inconsistencies in ESG ratings due to varying imputation methods. This paper explores the application of established machine…

Machine Learning · Computer Science 2024-07-30 Sergio Caprioli , Jacopo Foschi , Riccardo Crupi , Alessandro Sabatino

Environmental, Social, and Governance (ESG) finance is a cornerstone of modern finance and investment, as it changes the classical return-risk view of investment by incorporating an additional dimension of investment performance: the ESG…

Mathematical Finance · Quantitative Finance 2023-06-08 Svetlozar Rachev , Nancy Asare Nyarko , Blessing Omotade , Peter Yegon

Environmental, Social, and Governance (ESG) are non-financial factors that are garnering attention from investors as they increasingly look to apply these as part of their analysis to identify material risks and growth opportunities. Some…

Computation and Language · Computer Science 2022-04-01 Srishti Mehra , Robert Louka , Yixun Zhang

We present ESGBench, a benchmark dataset and evaluation framework designed to assess explainable ESG question answering systems using corporate sustainability reports. The benchmark consists of domain-grounded questions across multiple ESG…

Computation and Language · Computer Science 2025-11-21 Sherine George , Nithish Saji

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

Environmental, Social and Governance (ESG) rating is a way for investors to prioritise investments in companies with good corporate behaviour. However, ESG ratings are vulnerable to greenwashing in a number of ways. In this paper we study…

Social and Information Networks · Computer Science 2026-03-20 Rudy Arthur , Guillherme Machado

Environmental, social, and governance (ESG) factors are widely adopted as higher investment return indicators. Accordingly, ongoing efforts are being made to automate ESG evaluation with language models to extract signals from massive web…

Computation and Language · Computer Science 2024-03-25 Hyo Jeong Yun , Chanyoung Kim , Moonjeong Hahm , Kyuri Kim , Guijin Son

We present ESG-FTSE, the first corpus comprised of news articles with Environmental, Social and Governance (ESG) relevance annotations. In recent years, investors and regulators have pushed ESG investing to the mainstream due to the urgency…

Artificial Intelligence · Computer Science 2024-05-31 Mariya Pavlova , Bernard Casey , Miaosen Wang

Over the past years, topics ranging from climate change to human rights have seen increasing importance for investment decisions. Hence, investors (asset managers and asset owners) who wanted to incorporate these issues started to assess…

Artificial Intelligence · Computer Science 2021-09-22 Tim Krappel , Alex Bogun , Damian Borth

This study investigates how emotion-specific sentiment embedded in financial news headlines interacts with firm-level Environmental, Social, and Governance (ESG) ratings to influence stock return behavior. Addressing key methodological gaps…

Applications · Statistics 2025-07-22 Sangdeok Lee

Environmental, Social, and Governance (ESG) scores measure companies' performance concerning sustainability and societal impact and are organized on three pillars: Environmental (E), Social (S), and Governance (G). These complementary…

Risk Management · Quantitative Finance 2022-06-14 Özge Sahin , Karoline Bax , Claudia Czado , Sandra Paterlini

This paper proposes an expected multivariate utility analysis for ESG investors in which green stocks, brown stocks, and a market index are modeled in a one-factor, CAPM-type structure. This setting allows investors to accommodate their…

Portfolio Management · Quantitative Finance 2023-07-25 Marcos Escobar-Anel , Yiyao Jiao

In this paper, we examine the materiality of ESG on country creditworthiness from a credit risk and fundamental analysis viewpoint. We first determine the ESG indicators that are most relevant when it comes to explaining the sovereign bond…

Pricing of Securities · Quantitative Finance 2021-10-25 Raphaël Semet , Thierry Roncalli , Lauren Stagnol

Environmental, Social, and Governance (ESG) data provides non-financial insights into corporations. In this study, we aim to identify relevant ESG raw variables to assess financial risk, measured by logarithmic volatility of return. We…

Risk Management · Quantitative Finance 2026-05-05 Zhi Chen , Zachary Feinstein , Ionut Florescu

Continued interest in sustainable investing calls for an axiomatic approach to measures of risk and reward that focus not only on financial returns, but also on measures of environmental and social sustainability, i.e. environmental,…

Mathematical Finance · Quantitative Finance 2026-02-19 Gabriele Torri , Rosella Giacometti , Darinka Dentcheva , Svetlozar T. Rachev , W. Brent Lindquist
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