Learning to Replicate Expert Judgment in Financial Work
Key point
High-quality human annotations were leveraged to train LLMs to perform information filtering and judgment at the level of financial experts.
Details
To generate excess returns (Alpha) in investment markets, more than simple information acquisition is required — expert judgment that finds meaningful signals within vast amounts of data is essential. However, existing LLMs have shown limitations in complex judgment tasks such as filtering, interpreting, and segmenting financial documents.
This research explores a method for teaching LLMs financial judgment by leveraging high-quality Human Annotations. Through this, it aims to automate Information Triage work — classifying the importance of information and identifying the key information needed for investment decisions.
Experimental results showed that the in-house developed model achieved the following outcomes:
- Recorded superior performance in information accuracy and recall compared to all tested Frontier Models
- Performed expert-level judgment at a much lower cost than existing models
These results present a vision toward Differentiated Intelligence models tuned to the requirements of specific organizations.
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