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Financial news items are unstructured sources of information that can be mined to extract knowledge for market screening applications. Manual extraction of relevant information from the continuous stream of finance-related news is…

Every publicly traded company in the US is required to file an annual 10-K financial report, which contains a wealth of information about the company. In this paper, we propose an explainable deep-learning model, called FinBERT-XRC, that…

Risk Management · Quantitative Finance 2024-12-19 Xue Wen Tan , Stanley Kok

This study proposes an interpretable prediction framework with literature-informed fine-tuned (LIFT) LLMs for truck driving risk prediction. The framework integrates an LLM-driven Inference Core that predicts and explains truck driving…

Artificial Intelligence · Computer Science 2025-10-28 Xiao Hu , Yuansheng Lian , Ke Zhang , Yunxuan Li , Yuelong Su , Meng Li

This article studies a portfolio optimization problem, where the market consisting of several stocks is modeled by a multi-dimensional jump-diffusion process with age-dependent semi-Markov modulated coefficients. We study risk sensitive…

Portfolio Management · Quantitative Finance 2019-10-21 Milan Kumar Das , Anindya Goswami , Nimit Rana

With the increasing complexity of financial markets and rapid growth in data volume, traditional risk monitoring methods no longer suffice for modern financial institutions. This paper designs and optimizes a risk monitoring system based on…

Machine Learning · Computer Science 2024-07-30 Liyang Wang , Yu Cheng , Xingxin Gu , Zhizhong Wu

Prediction-market price moves are widely treated as informationally equivalent: a price jump is read the same way regardless of whether it reflects durable Bayesian updating, transient liquidity pressure, strategic position adjustment, or…

General Economics · Economics 2026-05-01 Maksym Nechepurenko

Using frequency distributions of daily closing price time series of several financial market indexes, we investigate whether the bias away from an equiprobable sequence distribution found in the data, predicted by algorithmic information…

Trading and Market Microstructure · Quantitative Finance 2010-08-17 Hector Zenil , Jean-Paul Delahaye

It is reported that financial news, especially financial events expressed in news, provide information to investors' long/short decisions and influence the movements of stock markets. Motivated by this, we leverage financial event streams…

Statistical Finance · Quantitative Finance 2020-10-30 Xianchao Wu

A linear multi-factor model is one of the most important tools in equity portfolio management. The linear multi-factor models are widely used because they can be easily interpreted. However, financial markets are not linear and their…

Machine Learning · Computer Science 2019-02-01 Kei Nakagawa , Tomoki Ito , Masaya Abe , Kiyoshi Izumi

This paper introduces the Hype Index as a novel metric to quantify media attention toward large-cap equities, leveraging advances in Natural Language Processing (NLP) for extracting predictive signals from financial news. Using the S&P 100…

Statistical Finance · Quantitative Finance 2025-06-10 Zheng Cao , Wanchaloem Wunkaew , Helyette Geman

Operational risk is challenging to quantify because of the broad range of categories (fraud, technological issues, natural disasters) and the heavy-tailed nature of realized losses. Operational risk modeling requires quantifying how these…

Applications · Statistics 2023-06-29 Maurice L. Brown , Cheng Ly

Estimating and assessing the risk of a large portfolio is an important topic in financial econometrics and risk management. The risk is often estimated by a substitution of a good estimator of the volatility matrix. However, the accuracy of…

Applications · Statistics 2013-02-06 Jianqing Fan , Yuan Liao , Xiaofeng Shi

The forecasting of the credit default risk has been an important research field for several decades. Traditionally, logistic regression has been widely recognized as a solution due to its accuracy and interpretability. As a recent trend,…

Computational Finance · Quantitative Finance 2022-09-22 Dangxing Chen , Weicheng Ye , Jiahui Ye

Systemic risk is a rapidly developing area of research. Classical financial models often do not adequately reflect the phenomena of bubbles, crises, and transitions between them during credit cycles. To study very improbable events,…

Mathematical Finance · Quantitative Finance 2023-05-11 Kamil Fortuna , Janusz Szwabiński

Stock market prediction is one of the most attractive research topic since the successful prediction on the market's future movement leads to significant profit. Traditional short term stock market predictions are usually based on the…

Computational Finance · Quantitative Finance 2018-11-16 Huicheng Liu

The growing emphasis on energy efficiency and environmental sustainability in global supply chains introduces new challenges in the deployment of hyperconnected logistic hub networks. In current volatile, uncertain, complex, and ambiguous…

Computation and Language · Computer Science 2025-03-28 Yinzhu Quan , Yujia Xu , Guanlin Chen , Frederick Benaben , Benoit Montreuil

We give a complete algorithm and source code for constructing what we refer to as heterotic risk models (for equities), which combine: i) granularity of an industry classification; ii) diagonality of the principal component factor…

Portfolio Management · Quantitative Finance 2016-01-26 Zura Kakushadze

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

This paper documents novel investment value in analyst report text. Using 1.2 million reports from 2000-2023, I embed narratives with large language models (LLMs) and fit machine learning (ML) forecasts of future long-term returns.…

Pricing of Securities · Quantitative Finance 2025-09-01 Linying Lv

Frozen large language model (LLM) checkpoints extract information from pre-cutoff public text that is associated with future fundamentals and equity returns beyond standard contemporaneous valuation measures. Because each frozen checkpoint…

General Finance · Quantitative Finance 2026-04-24 Sebastian Lehner , Alejandro Lopez-Lira