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We present two methodologies on the estimation of rating transition probabilities within Markov and non-Markov frameworks. We first estimate a continuous-time Markov chain using discrete (missing) data and derive a simpler expression for…

Risk Management · Quantitative Finance 2020-02-04 Marius Pfeuffer , Goncalo dos Reis , Greig smith

We develop a deep learning model of multi-period mortgage risk and use it to analyze an unprecedented dataset of origination and monthly performance records for over 120 million mortgages originated across the US between 1995 and 2014. Our…

Statistical Finance · Quantitative Finance 2018-03-13 Justin Sirignano , Apaar Sadhwani , Kay Giesecke

This paper introduces a credit risk rating model for credit risk assessment in quantitative finance, aiming to categorize borrowers based on their behavioral data. The model is trained on data from Experian, a widely recognized credit…

Risk Management · Quantitative Finance 2024-01-19 O. Didkovskyi , N. Jean , G. Le Pera , C. Nordio

Diffusion in a linear potential in the presence of position-dependent killing is used to mimic a default process. Different assumptions regarding transport coefficients, initial conditions, and elasticity of the killing measure lead to…

Computational Finance · Quantitative Finance 2015-05-30 Yuri A. Katz

In banking practice, rating transition matrices have become the standard approach of deriving multi-year probabilities of default (PDs) from one-year PDs, the latter normally being available from Basel ratings. Rating transition matrices…

Risk Management · Quantitative Finance 2022-01-19 Volodymyr Perederiy

Explicitly taking into account the risk incurred when borrowing at a shorter tenor versus lending at a longer tenor ("roll-over risk"), we construct a stochastic model framework for the term structure of interest rates in which a frequency…

Pricing of Securities · Quantitative Finance 2018-09-19 Mesias Alfeus , Martino Grasselli , Erik Schlögl

This paper studies the consequences of capturing non-linear dependence among the covariates that drive the default of different obligors and the overall riskiness of their credit portfolio. Joint default modeling is, without loss of…

Risk Management · Quantitative Finance 2023-09-06 Margherita Doria , Elisa Luciano , Patrizia Semeraro

In this paper we present a Bayesian competing risk proportional hazards model to describe mortgage defaults and prepayments. We develop Bayesian inference for the model using Markov chain Monte Carlo methods. Implementation of the model is…

Applications · Statistics 2017-06-26 Arnab Bhattacharya , Simon P. Wilson , Refik Soyer

We present a multilayer network model for credit risk assessment. Our model accounts for multiple connections between borrowers (such as their geographic location and their economic activity) and allows for explicitly modelling the…

Social and Information Networks · Computer Science 2021-07-27 María Óskarsdóttir , Cristián Bravo

In the aftermath of the global financial crisis, much attention has been paid to investigating the appropriateness of the current practice of default risk modeling in banking, finance and insurance industries. A recent empirical study by…

Computational Finance · Quantitative Finance 2013-06-28 Jia-Wen Gu , Bo Jiang , Wai-Ki Ching , Harry Zheng

Semi-Markov models are widely used for survival analysis and reliability analysis. In general, there are two competing parameterizations and each entails its own interpretation and inference properties. On the one hand, a semi-Markov…

Methodology · Statistics 2021-01-01 Azam Asanjarani , Benoit Liquet , Yoni Nazarathy

Risk management is an important practice in the banking industry. In this paper we develop a new methodology to estimate and predict the probability of default (PD) based on the rating transition matrices, which relates the rating…

Risk Management · Quantitative Finance 2018-03-28 Jinghai Shao , Siming Li , Yong Li

The issue of model risk in default modeling has been known since inception of the Academic literature in the field. However, a rigorous treatment requires a description of all the possible models, and a measure of the distance between a…

Mathematical Finance · Quantitative Finance 2019-06-17 Roberto Fontana , Elisa Luciano , Patrizia Semeraro

With the widespread application of machine learning in financial risk management, conventional wisdom suggests that longer training periods and more feature variables contribute to improved model performance. This paper, focusing on…

Statistical Finance · Quantitative Finance 2025-01-03 Chengyue Huang , Yahe Yang

A theoretical method is empirically illustrated in finding the best time to forsake a loan such that the overall credit loss is minimised. This is predicated by forecasting the future cash flows of a loan portfolio up to the contractual…

Risk Management · Quantitative Finance 2022-03-25 Arno Botha , Conrad Beyers , Pieter de Villiers

Interbank contagion can theoretically exacerbate losses in a financial system and lead to additional cascade defaults during downturn. In this paper we produce default analysis using both regression and neural network models to verify…

Risk Management · Quantitative Finance 2020-05-29 Riccardo Doyle

Machine learning models used for high-stakes predictions in domains like credit risk face critical degradation due to concept drift, requiring robust and transparent adaptation mechanisms. We propose an architecture, where a dedicated…

Risk Management · Quantitative Finance 2025-10-31 Dmitry Lesnik , Tobias Schaefer

We investigate under which conditions a single simulation of joint default times at a final time horizon can be decomposed into a set of simulations of joint defaults on subsequent adjacent sub-periods leading to that final horizon. Besides…

Risk Management · Quantitative Finance 2014-05-02 Damiano Brigo , Jan-Frederik Mai , Matthias Scherer

We propose a Markov chain model for credit rating changes. We do not use any distributional assumptions on the asset values of the rated companies but directly model the rating transitions process. The parameters of the model are estimated…

Risk Management · Quantitative Finance 2014-01-21 David Wozabal , Ronald Hochreiter

The existence of asymmetric information has always been a major concern for financial institutions. Financial intermediaries such as commercial banks need to study the quality of potential borrowers in order to make their decision on…

Statistical Finance · Quantitative Finance 2017-07-05 Jinglun Yao , Maxime Levy-Chapira , Mamikon Margaryan