Publicação

Discovering the optimal set of ratios to use in accounting-based models

Ver documento

Detalhes bibliográficos
Resumo:Ratios are the prime tool of financial analysis. In predictive modelling tasks, however, the use of ratios raises difficulties, the most obvious being that, in a multivariate setting, there is no guarantee that the collection of ratios eventually selected as predictors will be optimal in any sense. Using, as starting-point, a formal characterisation of cross-sectional accounting numbers, the paper shows how the multilayer perceptron can be trained to create internal representations which are an optimal set of ratios for a given modelling task. Experiments suggest that, when such ratios are utilised as predictors in well-known modelling tasks, performance improves on that reported by the extant literature.
Autores principais:Trigueiros, D.
Outros Autores:Sam, C.
Assunto:Knowledge extraction Financial analysis Financial ratios Financial technology Fintech Accounting models Bankruptcy prediction Financial misstatement detection Earnings forecasting
Ano:2018
País:Portugal
Tipo de documento:artigo
Tipo de acesso:acesso aberto
Instituição associada:ISCTE
Idioma:inglês
Origem:Repositório ISCTE
Descrição
Resumo:Ratios are the prime tool of financial analysis. In predictive modelling tasks, however, the use of ratios raises difficulties, the most obvious being that, in a multivariate setting, there is no guarantee that the collection of ratios eventually selected as predictors will be optimal in any sense. Using, as starting-point, a formal characterisation of cross-sectional accounting numbers, the paper shows how the multilayer perceptron can be trained to create internal representations which are an optimal set of ratios for a given modelling task. Experiments suggest that, when such ratios are utilised as predictors in well-known modelling tasks, performance improves on that reported by the extant literature.