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The asset pricing literature emphasizes factor models that minimize pricing errors but overlooks unselected candidate factors that could enhance the performance of test assets. This paper proposes a framework for factor model selection and…

Econometrics · Economics 2026-01-16 Guanhao Feng , Wei Lan , Hansheng Wang , Jun Zhang

Factor models are widely applied to the analysis of multivariate data across disparate fields of research. However, modern scientific data are often incomplete, and estimating a factor model from partially observed data can be very…

Methodology · Statistics 2026-02-24 Giuseppe Vinci

The aim of our work is to propose a natural framework to account for all the empirically known properties of the multivariate distribution of stock returns. We define and study a "nested factor model", where the linear factors part is…

Risk Management · Quantitative Finance 2015-01-15 Rémy Chicheportiche , Jean-Philippe Bouchaud

Determining the number of common factors is an important and practical topic in high dimensional factor models. The existing literatures are mainly based on the eigenvalues of the covariance matrix. Due to the incomparability of the…

Methodology · Statistics 2019-09-25 Jianqing Fan , Jianhua Guo , Shurong Zheng

We propose a new unsupervised learning method for clustering a large number of time series based on a latent factor structure. Each cluster is characterized by its own cluster-specific factors in addition to some common factors which impact…

Statistics Theory · Mathematics 2022-09-09 Bo Zhang , Guangming Pan , Qiwei Yao , Wang Zhou

The use of factor stochastic volatility models requires choosing the number of latent factors used to describe the dynamics of the financial returns process; however, empirical evidence suggests that the number and makeup of pertinent…

Applications · Statistics 2019-03-06 Taylor R. Brown

A new methodology has been introduced to clean the correlation matrix of single stocks returns based on a constrained principal component analysis using financial data. Portfolios were introduced, namely "Fundamental Maximum Variance…

Portfolio Management · Quantitative Finance 2020-01-27 Sebastien Valeyre

Given the success and almost universal acceptance of the simple linear regression three-factor model, it is interesting to analyze the informational content of the three factors in explaining stock returns when the analysis is allowed to…

Statistical Finance · Quantitative Finance 2020-07-17 Vassilis Polimenis

Alpha factor mining aims to discover investment signals from the historical financial market data, which can be used to predict asset returns and gain excess profits. Powerful deep learning methods for alpha factor mining lack…

Computational Finance · Quantitative Finance 2025-06-18 Junjie Zhao , Chengxi Zhang , Min Qin , Peng Yang

This paper studies the covariance matrix estimation for high-dimensional time series within a new framework that combines low-rank factor and latent variable-specific cluster structures. The popular methods based on assuming the sparse…

Methodology · Statistics 2025-02-25 Dong Li , Xinghao Qiao , Cheng Yu

High dimensionality comparable to sample size is common in many statistical problems. We examine covariance matrix estimation in the asymptotic framework that the dimensionality $p$ tends to $\infty$ as the sample size $n$ increases.…

Statistics Theory · Mathematics 2007-06-13 Jianqing Fan , Yingying Fan , Jinchi Lv

We propose a method for extending a given asset pricing formula to account for two additional sources of risk: the risk associated with future changes in market--calibrated parameters and the remaining risk associated with idiosyncratic…

Disordered Systems and Neural Networks · Physics 2008-12-02 T. R. Hurd

A prevalent feature of high-dimensional data is the dependence among covariates, and model selection is known to be challenging when covariates are highly correlated. To perform model selection for the high-dimensional Cox proportional…

Methodology · Statistics 2022-10-04 Pierre Bayle , Jianqing Fan

This paper introduces the method of composite quantile factor model for factor analysis in high-dimensional panel data. We propose to estimate the factors and factor loadings across multiple quantiles of the data, allowing the estimates to…

Econometrics · Economics 2024-12-03 Xiao Huang

We study factor models augmented by observed covariates that have explanatory powers on the unknown factors. In financial factor models, the unknown factors can be reasonably well explained by a few observable proxies, such as the…

Methodology · Statistics 2018-09-18 Jianqing Fan , Yuan Ke , Yuan Liao

We develop factor copula models for analysing the dependence among mixed continuous and discrete responses. Factor copula models are canonical vine copulas that involve both observed and latent variables, hence they allow tail, asymmetric…

Methodology · Statistics 2020-11-18 Sayed H. Kadhem , Aristidis K. Nikoloulopoulos

Estimating and assessing the risk of a large portfolio is an important topic in financial econometrics and risk management. The risk is often estimated by a substitution of a good estimator of the volatility matrix. However, the accuracy of…

Applications · Statistics 2013-02-06 Jianqing Fan , Yuan Liao , Xiaofeng Shi

Factor Analysis based on multivariate $t$ distribution ($t$fa) is a useful robust tool for extracting common factors on heavy-tailed or contaminated data. However, $t$fa is only applicable to vector data. When $t$fa is applied to matrix…

Machine Learning · Statistics 2024-01-05 Xuan Ma , Jianhua Zhao , Changchun Shang , Fen Jiang , Philip L. H. Yu

Matrix factorization models are the core of current commercial collaborative filtering Recommender Systems. This paper tested six representative matrix factorization models, using four collaborative filtering datasets. Experiments have…

Information Retrieval · Computer Science 2024-10-28 Jesús Bobadilla , Jorge Dueñas-Lerín , Fernando Ortega , Abraham Gutierrez

The growing complexity of decision-making in public health and health care has motivated an increasing use of mathematical modeling. An important line of health modeling is based on stock & flow diagrams. Such modeling elevates transparency…

Logic in Computer Science · Computer Science 2023-05-04 Nicholas Meadows , Xiaoyan Li , Nathaniel D Osgood