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Record W4401542218 · doi:10.1287/mnsc.2023.01075

A Theory of Credit Rating Criteria

2024· article· en· W4401542218 on OpenAlexaffabout
Nan Guo, Steven Kou, Bin Wang, Ruodu Wang

Bibliographic record

VenueManagement Science · 2024
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicCredit Risk and Financial Regulations
Canadian institutionsUniversity of Waterloo
Fundersnot available
KeywordsCredit ratingConsistency (knowledge bases)IssuerActuarial scienceProbability of defaultEconomicsEconometricsStructured financeComputer scienceFinanceCredit riskFinancial crisisArtificial intelligence

Abstract

fetched live from OpenAlex

We propose a theory for rating financial securities in the presence of structural maximization by the issuer in a market with investors who rely on credit rating. Two types of investors, simple investors who price tranches solely based on the ratings and model-based investors who use the rating information to calibrate models, are considered. Concepts of self-consistency and information gap are proposed to study different rating criteria. In particular, the expected loss criterion used by Moody’s satisfies self-consistency, but the probability of default criterion used by Standard & Poor’s does not. Moreover, the probability of default criterion typically has a higher information gap than the expected loss criterion. Empirical evidence in the post–Dodd–Frank period is consistent with our theoretical implications. We show that a set of axioms based on self-consistency leads to a tractable representation for all self-consistent rating criteria, which can also be extended to incorporate economic scenarios. New examples of self-consistent and scenario-based rating criteria are suggested. This paper was accepted by Agostino Capponi, finance. Funding: This work was supported by the National Key Research and Development Program of China [Grant 2020YFA0712700], the Natural Sciences and Engineering Research Council of Canada [Grants RGPIN-2018-03823, RGPAS-2018-522590], and the National Natural Science Foundation of China [Grant 12371476]. Supplemental Material: The online appendix and data files are available at https://doi.org/10.1287/mnsc.2023.01075 .

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: Theoretical or conceptual
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.722
Threshold uncertainty score0.334

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0000.000
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.033
GPT teacher head0.261
Teacher spread0.228 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designTheoretical or conceptual
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations6
Published2024
Admission routes2
Has abstractyes

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