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Chapter 22

RAG for Financial Research

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22 referenced in this chapter

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Risk Factors That Matter: Textual Analysis of Risk Disclosures for the Cross-Section of Returns
Alejandro Lopez-Lira (2023)
Stop Building AI Agents: Use Smarter LLM Workflows
Hugo Bowne-Anderson (2025)
Passage Re-ranking with BERT
Rodrigo Nogueira and Kyunghyun Cho (2020)
The Probabilistic Relevance Framework: BM25 and Beyond
Stephen Robertson and Hugo Zaragoza (2009)
When Is a Liability Not a Liability? Textual Analysis, Dictionaries, and 10-Ks
Tim Loughran and Bill Mcdonald (2011)
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