Papers by Ross Koval

3 papers
Learning to Compare Financial Reports for Financial Forecasting (2024.findings-eacl)

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Challenge: Public companies in the US are required to publish annual reports that contain over 25,000 words across all sections and a high percentage of boilerplate content that does not change much year-to-year.
Approach: They propose to model complex, cross-document relationships between financial reports using paired financial reports.
Outcome: The proposed model can predict company risk and correlation from financial reports . the proposed model is able to recognize complex, nuanced relationships with complex signals .
Forecasting Earnings Surprises from Conference Call Transcripts (2023.findings-acl)

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Challenge: Earnings conference calls contain over 5,000 words of text and large amounts of industry jargon . this length and domain-specific language present problems for generic pretrained language models.
Approach: They propose a task of predicting earnings surprises from earnings call transcripts and propose linguistic models that use a long document dataset to test financial understanding.
Outcome: The proposed model can predict earnings surprises from earnings conference calls with reasonable accuracy and shows that it is possible to interpret the data with different interpretability methods.
Financial Forecasting from Textual and Tabular Time Series (2024.findings-emnlp)

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Challenge: Existing models that combine multiple data sources and combine them to form accurate financial predictions are challenging to model without inductive biases.
Approach: They propose to use numerical financial results, macroeconomic states, and long financial documents to model company earnings relative to analyst expectations.
Outcome: The proposed model outperforms existing models in a simulated trading environment and demonstrates that each modality contains unique information.

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