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We explore the realized alpha-performance heterogeneity in green and brown stocks' universes using the peer performance ratios of Ardia and Boudt (2018). Focusing on S&P 500 index firms over 2014-2020 and defining peer groups in terms of…

投资组合管理 · 定量金融 2023-04-17 David Ardia , Keven Bluteau , Thien Duy Tran

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…

投资组合管理 · 定量金融 2023-07-25 Marcos Escobar-Anel , Yiyao Jiao

In the context of whether investors are aware of carbon-related risks, it is often hypothesized that there may be a carbon premium in the value of stocks of firms, conferring an abnormal excess value to firms' shares as a form of…

证券定价 · 定量金融 2024-01-31 Namasi G. Sankar , Suryadeepto Nag , Siddhartha P. Chakrabarty , Sankarshan Basu

Studies report that firms do not invest in cost-effective green technologies. While economic barriers can explain parts of the gap, behavioural aspects cause further under-valuation. This could be partly due to systematic deviations of…

经济学 · 定量金融 2017-03-09 F. Knobloch , J. -F. Mercure

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…

投资组合管理 · 定量金融 2024-03-15 Michele Azzone , Maria Chiara Pocelli , Davide Stocco

Factor analysis is a statistical technique employed to evaluate how observed variables correlate through common factors and unique variables. While it is often used to analyze price movement in the unstable stock market, it does not always…

统计金融 · 定量金融 2014-08-13 Angela Gu , Patrick Zeng

In recent years, multi-factor strategies have gained increasing popularity in the financial industry, as they allow investors to have a better understanding of the risk drivers underlying their portfolios. Moreover, such strategies promise…

统计金融 · 定量金融 2021-11-12 Gabriele D'Acunto , Paolo Bajardi , Francesco Bonchi , Gianmarco De Francisci Morales

The rapid growth of sustainable investing, now exceeding 35 trillion USD globally, has transformed financial markets, yet the implications for monetary policy transmission remain underexplored. While existing literature documents…

综合经济学 · 经济学 2025-06-04 Fatih Kansoy , Dominykas Stasiulaitis

Although companies are exhorted to provide more information to the financial community, it is evident that they choose different paths based upon their strategic emphasis and competitive environments. Our investigation explores the…

综合金融 · 定量金融 2020-08-11 Rajiv Kashyap , Mohamed Menisy , Peter Caiazzo , Jim Samuel

This article studies the impact of carbon risk on stock pricing. To address this, we consider the seminal approach of G\"orgen \textsl{et al.} (2019), who proposed estimating the carbon financial risk of equities by their carbon beta. To…

投资组合管理 · 定量金融 2020-09-01 Théo Roncalli , Théo Le Guenedal , Frédéric Lepetit , Thierry Roncalli , Takaya Sekine

Empirical evidence is given for a significant difference in the collective trend of the share prices during the stock index rising and falling periods. Data on the Dow Jones Industrial Average and its stock components are studied between…

统计金融 · 定量金融 2011-06-06 Emeric Balogh , Ingve Simonsen , Balint Zs. Nagy , Zoltan Neda

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…

人工智能 · 计算机科学 2021-09-22 Tim Krappel , Alex Bogun , Damian Borth

We develop a comprehensive framework to measure the impact of the climate transition on investment portfolios. Our analysis is enriched by including geographical, sectoral, company and ISIN-level data to assess transition risk. We find that…

风险管理 · 定量金融 2022-12-05 Ricardo Crisostomo

Internet survey experiment is conducted to examine how providing peer information of evaluation about progressive firms changed individual's evaluations. Using large sample including over 13,000 observations collected by two-step…

综合经济学 · 经济学 2021-05-27 Eiji Yamamura

Given the success and almost universal acceptance of the simple linear regression three-factor model, it is interesting to analyze the informational content of the three factors in explaining stock returns when the analysis is allowed to…

统计金融 · 定量金融 2020-07-17 Vassilis Polimenis

It has been widely observed that capitalization-weighted indexes can be beaten by surprisingly simple, systematic investment strategies. Indeed, in the U.S. stock market, equal-weighted portfolios, random-weighted portfolios, and other…

投资组合管理 · 定量金融 2018-09-12 Adrian Banner , Robert Fernholz , Vassilios Papathanakos , Johannes Ruf , David Schofield

This report presents a systematic market-neutral, multi-factor investment strategy for New York Stock Exchange equities with the objective of delivering steady returns while minimizing correlation with the market. A robust feature set is…

交易与市场微观结构 · 定量金融 2024-12-18 Georgios M. Gkolemis , Adwin Richie Lee , Amine Roudani

The objective of this paper is to measure the degree of home bias (HB) within holdings portfolio and to identify their determining factors. By following literature and an international capital asset pricing model, we have chosen quite a…

投资组合管理 · 定量金融 2018-04-17 Mounira Chniguir , Mohamed Kefi , Jamel Henchiri

Historically, financial risk management has mostly addressed risk factors that arise from the financial environment. Climate risks present a novel and significant challenge for companies and financial markets. Investors aiming for avoidance…

风险管理 · 定量金融 2025-12-25 Suparna Biswas , Rituparna Sen

This paper examines the interdependence between green financial instruments, represented by green bonds and green stocks, and a set of major conventional assets, such as Treasury, investment-grade and high-yield corporate bonds, general…

数值分析 · 数学 2024-10-22 Roman Ferrer , Rafael Benitez , Vicente J. Bolos
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