models

From brown energy to green

How will climate change affect the financial sector and the broader economy? What policy responses will mitigate climate change risks? Recently, the US Federal Reserve Bank (FRB) sponsored the first conference dedicated to exploring the economic and financial risks associated with climate change. “Climate change will have sweeping effects on our economy and financial system,” says the report summarizing the main themes of the conference. The report, released on December 16, 2019, was co-authored by Galina B. Hale, Òscar Jordà, and Glenn D. Rudebusch. Hale is a research advisor and Jordà and Rudebusch are both senior policy advisors at the Federal […]

Machine learning sniffs out corruption

“Bribery and corruption are by-products of risk culture,” said Aparna Gupta, Associate Professor at Lally School of Management at Rensselaer Polytechnic Institute. “We can take a step back and devise methods to detect it using textual data and machine learning.” Gupta was the second of two speakers at the one-hour webinar “Corruption and Corporate Governance” sponsored by the Global Association of Risk Professionals (GARP) on October 30, 2019. Since culture is intangible, empirical work on the relation between risk culture and risk management is limited. Traditional approaches for assessing risk culture have many drawbacks such as bias and lack of comparability. Nonetheless, […]

Winds of Change

“Will the greater intensity of climate change expected in Canada produce a greater impact on Canadian financial institutions, and firms that hold a greater proportion of exposure to Canada in its portfolio?” This was the question posed by Robert Thomas, risk consultant to the non-profit organization Ontario Conservation Now as part of a round table held at the Toronto Public Library on April 18, 2019. A report[1] tabled earlier this month by Environment Canada says that climate change will have a greater effect on Canada than on most countries. The report, Canada’s Changing Climate Report 2019 (CCCR2019), looked at observed […]

Missing the Mark

“In the spring a young man’s fancy lightly turns to thoughts of buying a house,” Morty said, as he put the latest issue of the Financial Analysts Journal on my desk. We don’t often paraphrase Tennyson in the office, so this caught my attention. “You’re not thinking of moving again, are you?” I said. “No, but I always keep my eye on the market,” he said. “You should check out what these economists are saying.” So I did. First I read the FHFA working paper, by the team of Alexander Bogin, William Doerner, and William Larson. “Missing the Mark: Mortgage […]

Wanted: Business Expertise

Artificial intelligence can be expensive and tricky to implement. Is it worth the trouble?  Two organizations recently decided to pose the question to those who were working in financial institutions. “Due to budget constraints, a company might not always be able to apply artificial intelligence. But, to those who can, the benefits have become clear,” said Mahdi Amri, Partner and National AI Services Leader, Canada at Omnia, which is the artificial intelligence practice at Deloitte. On January 24, 2019, Amri was the second of two panellists who discussed early results of a joint survey by SAS and the Global Association […]

Operationalizing A.I.

How pervasive is the use of artificial intelligence in the field of financial risk management? What are the key challenges in AI implementation over the next two to three years? These issues were examined in early 2019 via the webinar, Operationalizing AI and Risk in Banking, sponsored by the Global Association of Risk Professionals (GARP). “We found exceptionally high rates of AI usage among survey respondents,” said Katherine Taylor, Senior Data Scientist at the software company SAS. On January 24, 2019, Taylor was the first of two panellists who presented a “sneak peek” at a joint survey by SAS and […]

Not Just the Modelling

The estimation and reporting of credit impairment at banks has led to a brand-new set of guidelines around the current expected credit loss (CECL). What’s a beleaguered banker to do? “For an effective CECL transition, preparation is key,” said Samrah Kazmi, Advisory Industry Consultant for Risk Solutions at SAS. She was the third and final speaker at a webinar titled “CECL: Managing Through the Implementation Headwinds” sponsored by the Global Association of Risk Professionals (GARP) on September 12, 2018. “Most banks think CECL is just about the modelling,” she said, “but it’s also data, systems, and processes.” Begin by identifying the stakeholders, she advised, […]

The Data Pipeline

The new guidelines on credit impairment at U.S. banks regulate the estimation and reporting of the current expected credit loss (CECL). But what are they really about? “CECL is all about setting up a data pipeline,” said Krish Ray, CECL Implementation Lead at SAS. He was the second of three speakers at a webinar panel titled “CECL: Managing Through the Implementation Headwinds” sponsored by the Global Association of Risk Professionals (GARP) on September 12, 2018. Ray categorized the key challenges of CECL implementation as: models, data, business, governance, and sustainability. Smaller banks might lack modelling expertise and “may have to turn to vendor models.” […]

Shifting Energy Markets

How are strategic priorities in energy markets shifting? What are the risk management implications? “Geopolitical risks have worsened and technological innovation is causing more disruption,” said Medy Agami, senior partner and vice-chairman at Ben-Roz and Associates and co-founder of the consulting firm Opimas. He was the sole presenter of the webinar “Energy Market Strategy and Risk Playbook: How to prosper amid a wave of disruptive innovation, geopolitical uncertainty, market volatility & exponentially growing risk landscape in 2018 & beyond” sponsored by the Global Association of Risk Professionals (GARP) on August 7, 2018. “There are five main forces acting on fundamentally shifting markets,” […]

A Tale of Two Funds

There are helpful and unhelpful models for determining risk-based profit attribution, according to Michael B. Miller, founder and CEO, Northstar Risk. This is part 2 of his explanation about how to attribute financial performance, given at a webinar sponsored by the Global Association of Risk Professionals on June 20, 2018. Miller gave an example of two funds. Fund A contains both long and short assets, is market neutral and generates positive alpha. Fund B is a macro fund that is market dependent and whose manager is correct 54 percent of the time. The returns of Funds A and B look very […]