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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

Context: Sustainable corporate behavior is increasingly valued by society and impacts corporate reputation and customer trust. Hence, companies regularly publish sustainability reports to shed light on their impact on environmental, social,…

Information Retrieval · Computer Science 2024-02-29 Jannik Fischbach , Max Adam , Victor Dzhagatspanyan , Daniel Mendez , Julian Frattini , Oleksandr Kosenkov , Parisa Elahidoost

Sustainable investing refers to the integration of environmental and social aspects in investors' decisions. We propose a novel methodology based on the Triangulated Maximally Filtered Graph and node2vec algorithms to construct an hedging…

Portfolio Management · Quantitative Finance 2024-03-15 Michele Azzone , Maria Chiara Pocelli , Davide Stocco

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

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

Evaluating corporate sustainability performance is essential to drive sustainable business practices, amid the need for a more sustainable economy. However, this is hindered by the complexity and volume of corporate sustainability data…

Computation and Language · Computer Science 2025-09-30 Keane Ong , Rui Mao , Deeksha Varshney , Frank Xing , Ranjan Satapathy , Johan Sulaeman , Erik Cambria , Gianmarco Mengaldo

This paper examines the risk-adjusted performance and differential fund flows for socially responsible mutual funds (SRMF). The results show that SRMF rated high on ESG, perform better than lower rated ESG funds during the period of…

Portfolio Management · Quantitative Finance 2023-02-03 Nandita Das , Bernadette Ruf , Swarn Chatterjee , Aman Sunder

The purpose of this research article is to discover how the econophysics analysis can complement the econometrics models in application to the risk management in the central banks and financial institutions, operating within the nonlinear…

General Finance · Quantitative Finance 2012-11-20 Dimitri O. Ledenyov , Viktor O. Ledenyov

Expected Shortfall (ES) is the average return on a risky asset conditional on the return being below some quantile of its distribution, namely its Value-at-Risk (VaR). The Basel III Accord, which will be implemented in the years leading up…

Economics · Quantitative Finance 2017-07-18 Andrew J. Patton , Johanna F. Ziegel , Rui Chen

Socially responsible investors build investment portfolios intending to incite social and environmental advancement alongside a financial return. Although Mean-Variance (MV) models successfully generate the highest possible return based on…

Portfolio Management · Quantitative Finance 2023-05-23 Taeisha Nundlall , Terence L Van Zyl

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) 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

This paper extends the application of ESG score assessment methodologies from large corporations to individual farmers' production, within the context of climate change. Our proposal involves the integration of crucial agricultural…

General Finance · Quantitative Finance 2025-09-16 Jiayue Zhang , Ken Seng Tan , Tony S. Wirjanto , Lysa Porth

This study explores the role of big data adoption and financial market development in driving ESG investments in developing countries, using an instrumental variable (IV) approach to address endogeneity. The results show that big data…

General Economics · Economics 2025-03-11 A T M Omor Faruq , Md Ataur Rahman Chowdhury

Sustainability or ESG rating agencies use company disclosures and external data to produce scores or ratings that assess the environmental, social, and governance performance of a company. However, sustainability ratings across agencies for…

Artificial Intelligence · Computer Science 2026-02-20 Xiaoran Cai , Wang Yang , Xiyu Ren , Chekun Law , Rohit Sharma , Peng Qi

Design/methodology/approach This research evaluated the databases of SQL, No-SQL and graph databases to compare and contrast efficiency and performance. To perform this experiment the data were collected from multiple sources including…

Computational Finance · Quantitative Finance 2024-01-17 Partha Sen , Sumana Sen

The integration of Artificial Intelligence into sustainable finance represents a transformative paradigm shift in how Environmental, Social, and Governance factors are analyzed, predicted, and incorporated into investment decisions. This…

Computational Engineering, Finance, and Science · Computer Science 2026-05-26 Eduardo C. Garrido-Merchán , Esther Vaquero Lafuente , Elisa Aracil

We propose a new class of financial volatility models, called the REcurrent Conditional Heteroskedastic (RECH) models, to improve both in-sample analysis and out-ofsample forecasting of the traditional conditional heteroskedastic models. In…

Econometrics · Economics 2022-01-25 T. -N. Nguyen , M. -N. Tran , R. Kohn

Enterprise engagement with open source has evolved from tactical adoption to strategic deep integration, exposing them to a complex risk landscape far beyond mere code. However, traditional risk management, narrowly focused on technical…

Software Engineering · Computer Science 2025-11-03 Wenhao Yang , Minghui Zhou , Daniel Izquierdo Cortázar , Yehui Wang

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