Paper ID: 2408.01744

Summarization of Investment Reports Using Pre-trained Model

Hiroki Sakaji, Ryotaro Kobayashi, Kiyoshi Izumi, Hiroyuki Mitsugi, Wataru Kuramoto

In this paper, we attempt to summarize monthly reports as investment reports. Fund managers have a wide range of tasks, one of which is the preparation of investment reports. In addition to preparing monthly reports on fund management, fund managers prepare management reports that summarize these monthly reports every six months or once a year. The preparation of fund reports is a labor-intensive and time-consuming task. Therefore, in this paper, we tackle investment summarization from monthly reports using transformer-based models. There are two main types of summarization methods: extractive summarization and abstractive summarization, and this study constructs both methods and examines which is more useful in summarizing investment reports.

Submitted: Aug 3, 2024