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Investment Analysis is a cornerstone of the Financial Services industry. The rapid integration of advanced machine learning techniques, particularly Large Language Models (LLMs), offers opportunities to enhance the equity rating process.…

Machine Learning · Computer Science 2024-11-05 Kassiani Papasotiriou , Srijan Sood , Shayleen Reynolds , Tucker Balch

Nowadays small and medium-sized enterprises have become an essential part of the national economy. With the increasing number of such enterprises, how to evaluate their credit risk becomes a hot issue. Unlike big enterprises with massive…

Risk Management · Quantitative Finance 2022-05-03 Marui Du , Yue Ma , Zuoquan Zhang

Online portfolio selection is an integral componentof wealth management. The fundamental undertaking is tomaximise returns while minimising risk given investor con-straints. We aim to examine and improve modern strategiesto generate higher…

Computational Engineering, Finance, and Science · Computer Science 2021-09-29 Matthew Kruger , Terence L. van Zyl , Andrew Paskaramoorthy

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

We study linear policy approximations for the risk-conscious operation of an industrial energy system with uncertain wind power, significant and variable electricity demand, and high thermal output, as found in a modern foundry. The system…

Optimization and Control · Mathematics 2025-11-24 Johannes Nicklaus , Lea Brass , Gunnar Schubert

In recent years, machine learning models have achieved great success at the expense of highly complex black-box structures. By using axiomatic attribution methods, we can fairly allocate the contributions of each feature, thus allowing us…

Computational Finance · Quantitative Finance 2025-06-10 Dangxing Chen

The present paper addresses the issue of the stochastic control of the optimal dynamic reinsurance policy and dynamic dividend strategy, which are state-dependent, for an insurance company that operates under multiple insurance lines of…

Optimization and Control · Mathematics 2020-02-11 Khaled Masoumifard , Mohammad Zokaei

Computing risk measures of a financial portfolio comprising thousands of derivatives is a challenging problem because (a) it involves a nested expectation requiring multiple evaluations of the loss of the financial portfolio for different…

Mathematical Finance · Quantitative Finance 2023-01-10 Michael B. Giles , Abdul-Lateef Haji-Ali

Purpose: The article aims to visualise in a single graph fish and meat processing company groups in Spain with respect to long-term solvency, energy, waste and water intensity and gender employment gap. Design/methodology/approach: The…

Statistical Finance · Quantitative Finance 2026-02-02 Elena Rondós-Casas , Germà Coenders , Miquel Carreras-Simó , Núria Arimany-Serrat

In the current era of worldwide stock market interdependencies, the global financial village has become increasingly vulnerable to systemic collapse. The recent global financial crisis has highlighted the necessity of understanding and…

General Finance · Quantitative Finance 2014-08-05 Wei Li , Dror Y. Kenett , Kazuko Yamasaki , H. Eugene Stanley , Shlomo Havlin

We propose a distributional framework for benchmarking socio-technical risks of foundation models with quantified statistical significance. Our approach hinges on a new statistical relative testing based on first and second order stochastic…

This paper explores the pressing issue of risk assessment in Large Language Models (LLMs) as they become increasingly prevalent in various applications. Focusing on how reward models, which are designed to fine-tune pretrained LLMs to align…

Computation and Language · Computer Science 2024-03-25 Bahareh Harandizadeh , Abel Salinas , Fred Morstatter

Risk diversification is the basis of insurance and investment. It is thus crucial to study the effects that could limit it. One of them is the existence of systemic risk that affects all the policies at the same time. We introduce here a…

Risk Management · Quantitative Finance 2013-12-03 Marc Busse , Michel Dacorogna , Marie Kratz

The interconnectedness of financial institutions affects instability and credit crises. To quantify systemic risk we introduce here the PD model, a dynamic model that combines credit risk techniques with a contagion mechanism on the network…

Computational Finance · Quantitative Finance 2018-04-10 Daniele Petrone , Vito Latora

In this article, we propose a factor-adjusted multiple testing (FAT) procedure based on factor-adjusted p-values in a linear factor model involving some observable and unobservable factors, for the purpose of selecting skilled funds in…

Methodology · Statistics 2019-03-04 Wei Lan , Lilun Du

The growing adoption of large language models (LLMs) in finance exposes high-stakes decision-making to subtle, underexamined positional biases. The complexity and opacity of modern model architectures compound this risk. We present the…

Computational Finance · Quantitative Finance 2025-10-08 Fabrizio Dimino , Krati Saxena , Bhaskarjit Sarmah , Stefano Pasquali

Facing the FRTB, banks need to allocate their capital to each business units or risk positions to evaluate the capital efficiency of their strategies. This paper proposes two computationally efficient allocation methods which are weighted…

Risk Management · Quantitative Finance 2019-01-16 Luting Li , Hao Xing

In the criminal justice system, algorithmic risk assessment instruments are used to predict the risk a defendant poses to society; examples include the risk of recidivating or the risk of failing to appear at future court dates. However,…

Computers and Society · Computer Science 2022-07-15 Mikaela Meyer , Aaron Horowitz , Erica Marshall , Kristian Lum

This project investigates the interplay of technical, market, and statistical factors in predicting stock market performance, with a primary focus on S&P 500 companies. Utilizing a comprehensive dataset spanning multiple years, the analysis…

Statistical Finance · Quantitative Finance 2024-12-18 Jiajun Gu , Zichen Yang , Xintong Lin , Sixun Chen , YuTing Lu

Portfolio optimization methods have evolved significantly since Markowitz introduced the mean-variance framework in 1952. While the theoretical appeal of this approach is undeniable, its practical implementation poses important challenges,…

Portfolio Management · Quantitative Finance 2024-05-28 Adil Rengim Cetingoz , Olivier Guéant