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相关论文: Market-Implied Sustainability: Insights from Funds…

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Sustainable Investing identifies the approach of investors whose aim is twofold: on the one hand, they want to achieve the best compromise between portfolio risk and return, but they also want to take into account the sustainability of…

投资组合管理 · 定量金融 2023-12-19 Francesco Cesarone , Manuel Luis Martino , Federica Ricca , Andrea Scozzari

Continued interest in sustainable investing calls for an axiomatic approach to measures of risk and reward that focus not only on financial returns, but also on measures of environmental and social sustainability, i.e. environmental,…

In this article, we present a novel approach for the construction of an environment-friendly green portfolio using the ESG ratings, and application of the modern portfolio theory to present what we call as the ``green efficient frontier''…

投资组合管理 · 定量金融 2023-05-29 Shashwat Mishra , Rishabh Raj , Siddhartha P. Chakrabarty

Environmental Social Governance (ESG) is a widely used metric that measures the sustainability of a company practices. Currently, ESG is determined using self-reported corporate filings, which allows companies to portray themselves in an…

社会与信息网络 · 计算机科学 2023-09-12 Aarav Patel , Peter Gloor

This paper introduces and defines a novel concept in sustainable investing, termed crosswashing, and explore its impact on ESG (Environmental, Social, and Governance) ratings through quantitative analysis using a Multi-Criteria Decision…

综合经济学 · 经济学 2024-09-13 Bertrand Kian Hassani , Yacoub Bahini

ESG ratings provide a quantitative measure for socially responsible investment. We present a unified framework for incorporating numeric ESG ratings into dynamic pricing theory. Specifically, we introduce an ESG-valued return that is a…

投资组合管理 · 定量金融 2022-06-08 Davide Lauria , W. Brent Lindquist , Stefan Mittnik , Svetlozar T. Rachev

This paper investigates the impact of environmental, social, and governance (ESG) constraint on a regularized mean-variance (MV) portfolio optimization problem in a large-dimensional setting, in which a positive definite regularization…

投资组合管理 · 定量金融 2026-02-17 Ruike Wu , Yonghe Lu , Yanrong Yang

This paper explores key theoretical frameworks instrumental in understanding the relationship between sustainability and institutional investment decisions. The study identifies and analyzes various theories, including Behavioral Finance…

综合金融 · 定量金融 2025-02-20 Innocentus Alhamis

While environmental, social, and governance (ESG) trading activity has been a distinctive feature of financial markets, the debate if ESG scores can also convey information regarding a company's riskiness remains open. Regulatory…

风险管理 · 定量金融 2021-11-10 Karoline Bax , Özge Sahin , Claudia Czado , Sandra Paterlini

This paper introduces the concept of a global financial market for environmental indices, addressing sustainability concerns and aiming to attract institutional investors. Risk mitigation measures are implemented to manage inherent risks…

计算金融 · 定量金融 2023-08-31 Thisari K. Mahanama , Abootaleb Shirvani , Svetlozar Rachev , Frank J. Fabozzi

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…

人工智能 · 计算机科学 2026-02-20 Xiaoran Cai , Wang Yang , Xiyu Ren , Chekun Law , Rohit Sharma , Peng Qi

The Sustainable Development Goals (SDGs) were introduced by the United Nations in order to encourage policies and activities that help guarantee human prosperity and sustainability. SDG frameworks produced in the finance industry are…

机器学习 · 计算机科学 2023-08-08 Qingzhi Hu , Daniel Daza , Laurens Swinkels , Kristina Ūsaitė , Robbert-Jan 't Hoen , Paul Groth

The widespread confusion among investors regarding Environmental, Social, and Governance (ESG) rankings assigned by rating agencies has underscored a critical issue in sustainable investing. To address this uncertainty, our research has…

投资组合管理 · 定量金融 2025-09-23 Jiayue Zhang , Ken Seng Tan , Tony S. Wirjanto , Lysa Porth

We systematically investigate the links between price returns and Environment, Social and Governance (ESG) scores in the European equity market. Using interpretable machine learning, we examine whether ESG scores can explain the part of…

投资组合管理 · 定量金融 2023-04-10 Jérémi Assael , Laurent Carlier , Damien Challet

Environmental, Social, and Governance (ESG) scores measure companies' performance concerning sustainability and societal impact and are organized on three pillars: Environmental (E), Social (S), and Governance (G). These complementary…

风险管理 · 定量金融 2022-06-14 Özge Sahin , Karoline Bax , Claudia Czado , Sandra Paterlini

Our research investigates the relationship between eco-innovation and earnings management among 567 firms listed on the FTSE All-Share Index from 2014 to 2022. By examining how sustainability-driven innovation influences financial reporting…

综合经济学 · 经济学 2025-08-22 Probowo Erawan Sastroredjo , Marcel Ausloos , Polina Khrennikova

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…

综合金融 · 定量金融 2025-09-16 Jiayue Zhang , Ken Seng Tan , Tony S. Wirjanto , Lysa Porth

For future regulatory compliance, organizations must assess and report on the state of sustainability in terms of its impacts over time. Sustainability, being a multidimensional concern, is complex to quantify. This complexity further…

软件工程 · 计算机科学 2025-01-29 Iffat Fatima , Patricia Lago , Vasilios Andrikopoulos , Bram van der Waaij

We investigate the portfolio frontier and risk premia in equilibrium when institutional investors aim to minimize the tracking error variance under an ESG score mandate. If a negative ESG premium is priced in the market, this mandate can…

投资组合管理 · 定量金融 2024-12-12 Michele Azzone , Emilio Barucci , Davide Stocco

Stock portfolio optimization is the process of continuous reallocation of funds to a selection of stocks. This is a particularly well-suited problem for reinforcement learning, as daily rewards are compounding and objective functions may…

投资组合管理 · 定量金融 2022-07-06 Charl Maree , Christian W. Omlin
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