PRIN: PROGETTI DI RICERCA DI RILEVANTE INTERESSE NAZIONALE – Bando 2022 PNRR Prot. P20225MJW8 “CLIMATE RISK AND STOCK RETURNS”.
Green investments remain one of the major challenges for future sustainable and impactful growth of EU countries. Since results about the importance and the sign of climate risk factors and sustainability scores in explaining future stock returns are often mixed, it is crucial to provide investors with a better understanding of the relationship between climate risks and the cross-section of stock returns to encourage conscious investment in environmentally sustainable firms. Despite recent progress, considerable challenges still limit the potential for available ESG information to support long-term value and climate-related international objectives. More specifically, ESG scores are available for a limited number of companies, and ESG data are available at a low computation frequency (on a quarterly or an annual basis). When available, ESG scores provided by different information providers (e.g., Bloomberg, Reuters, S&P Global) differ one from each other, creating confusion on the investor’s side. Moreover, at the level of the individual company, there could be a tendency to disclose only partial information, emphasizing the environmental dimensions on which the firm performs best and neglecting those where the firm does not do as well (greenwashing). To fill these gaps, the project aims to investigate in depth the relationship between climate risk and the cross-section of stock returns, aggregating different sources of information to cope with the green washing problem and making it possible to deal with uncertainty inherent in the data with appropriate econometric techniques.
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VOLATILITY AND IMPLIED MOMENTS
NEW MEASURES AND INDICES OF FINANCIAL CONNECTEDNESS
2015-2018
funded by FONDAZIONE CRMO and University of Modena and Reggio Emilia
PRINCIPAL INVESTIGATOR:
SILVIA MUZZIOLI institutional web page cv
PARTICIPANTS:
BERNARD DE BAETS institutional web page
ANDREA CIPOLLINI institutional web page cv
ELYAS ELYASIANI institutional web page cv
LUCA GAMBARELLI institutional web page cv
ALBERTO ZAFFARONI institutional web page cv
RESEARCH QUESTIONS:
1. How to obtain the risk measures (volatility, skewness, and other indices) and how to assess their usefulness:
- Traditional methods
- Elyasiani, E., Gambarelli, L., Muzzioli, S. (2017). “The Information Content of Corridor Volatility Measures During Calm and Turmoil Periods”. Quantitative Finance and Economics, 2017, 1(4): 454-473. doi: 10.3934/QFE.2017.4.454.
- Elyasiani, E., Gambarelli, L., Muzzioli, S. (2016). “The Risk-Asymmetry index”. CEFIN Working Paper n. 61. http://www.cefin.unimore.it/new/wp-content/uploads/2016/12/Cefin_WP_61.pdf.
- Elyasiani, E., Gambarelli, L., Muzzioli, S. (2016). “Fear or greed? What does a skewness index measure?”. DEMB Working Paper n. 102. http://merlino.unimo.it/campusone/web_dep/wpdemb/0102.pdf.
- Fuzzy regression methods
- Muzzioli S., Gambarelli L. De Baets B. (2017). “Towards a Fuzzy Volatility Index for the Italian Market”. Proceedings of the IEEE INTERNATIONAL CONFERENCE ON FUZZY SYSTEMS (FUZZ-IEEE 2017) DOI: 10.1109/FUZZ-IEEE.2017.8015446.
- Muzzioli S., De Baets B. (2017). “Fuzzy Approaches to option price modelling”. IEEE Transactions on Fuzzy Systems, 25 (2), 2017, 392-401.
- Muzzioli S., Gambarelli L. De Baets B. (2017). “Towards a Fuzzy Volatility Index for the Italian Market”. Proceedings of the IEEE INTERNATIONAL CONFERENCE ON FUZZY SYSTEMS (FUZZ-IEEE 2017) DOI: 10.1109/FUZZ-IEEE.2017.8015446.
2. Assessing the existence and sign of risk premia: investigation of CAPM and Fama-Macbeth regressions
- Elyasiani, E., Gambarelli, L., Muzzioli, S. (2016). “Moment Risk Premia and the Cross-Section of Stock Returns”. DEMB Working Paper n. 103. http://merlino.unimo.it/campusone/web_dep/wpdemb/0103.pdf
3. Financial connectedness:
- Diebold-Yilmaz framework
- Cipollini, A., Lo Cascio, I., Muzzioli, S. “Volatility co-movements: a time-scale decomposition analysis”, Journal of Empirical Finance, 34, 2015, 34-44.
- Cipollini, A., Lo Cascio, I., Muzzioli, S. “Financial connectedness among volatility risk premia”, CEFIN Working paper n. 58. http://www.cefin.unimore.it/new/wp-content/uploads/2015/12/Cefin_WP_58.pdf
DATA-SET:
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