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Propose a deep learning driven multi factor investment model optimization method for risk control. By constructing a deep learning model based on Long Short Term Memory (LSTM) and combining it with a multi factor investment model, we…

Computational Finance · Quantitative Finance 2025-07-02 Ruisi Li , Xinhui Gu

We consider the problem of the statistical uncertainty of the correlation matrix in the optimization of a financial portfolio. We show that the use of clustering algorithms can improve the reliability of the portfolio in terms of the ratio…

Physics and Society · Physics 2008-12-02 Vincenzo Tola , Fabrizio Lillo , Mauro Gallegati , Rosario N. Mantegna

Our article considers a regression model with observed factors. The observed factors have a flexible stochastic volatility structure that has separate dynamics for the volatilities and the correlation matrix. The correlation matrix of the…

Other Statistics · Statistics 2011-07-14 Yu-Cheng Ku , Peter Bloomfield , Robert Kohn

The Nested factor model was introduced by Chicheportiche et al. to represent non-linear correlations between stocks. Stock returns are explained by a standard factor model, but the (log)-volatilities of factors and residuals are themselves…

Statistical Finance · Quantitative Finance 2025-12-16 Othmane Zarhali , Cecilia Aubrun , Emmanuel Bacry , Jean-Philippe Bouchaud , Jean-François Muzy

This paper investigates the intrinsic group structures within the framework of large-dimensional approximate factor models, which portrays homogeneous effects of the common factors on the individuals that fall into the same group. To this…

Methodology · Statistics 2025-03-18 Yong He , Dong Liu , Guangming Pan , Yiming Wang

Cluster analysis, or clustering, plays a crucial role across numerous scientific and engineering domains. Despite the wealth of clustering methods proposed over the past decades, each method is typically designed for specific scenarios and…

Methodology · Statistics 2026-01-22 Siyi Wang , Alexandre Leblanc , Paul D. McNicholas

The evolution with time of the correlation structure of equity returns is studied by means of a filtered network approach investigating persistences and recurrences and their implications for risk diversification strategies. We build…

Portfolio Management · Quantitative Finance 2014-10-22 Nicoló Musmeci , Tomaso Aste , Tiziana Di Matteo

In this paper, we propose a price staleness factor model that accounts for pervasive market friction across assets and incorporates relevant covariates. Using large-panel high-frequency data, we derive the maximum likelihood estimators of…

Statistics Theory · Mathematics 2026-04-07 Xinbing Kong , Bin Wu , Wuyi Ye

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

We conduct cluster analysis on a class of locally asymptotically self-similar stochastic processes, which includes multifractional Brownian motion as a representative. When the true number of clusters is supposed to be known, a new…

Machine Learning · Statistics 2020-01-15 Qidi Peng , Nan Rao , Ran Zhao

Factorial clustering methods have been developed in recent years thanks to the improving of computational power. These methods perform a linear transformation of data and a clustering on transformed data optimizing a common criterion.…

Statistics Theory · Mathematics 2012-07-05 Mireille Gettler Summa , Francesco Palumbo , Cristina Tortora

This paper studies a factor modeling-based approach for clustering high-dimensional data generated from a mixture of strongly correlated variables. Statistical modeling with correlated structures pervades modern applications in economics,…

Statistics Theory · Mathematics 2024-08-23 Shange Tang , Soham Jana , Jianqing Fan

Factor models have become a common and valued tool for understanding the risks associated with an investing strategy. In this report we describe Exabel's factor model, we quantify the fraction of the variability of the returns explained by…

Applications · Statistics 2022-03-24 Øyvind Grotmol , Michael Scheuerer , Kjersti Aas , Martin Jullum

Typically clustering algorithms provide clustering solutions with prespecified number of clusters. The lack of a priori knowledge on the true number of underlying clusters in the dataset makes it important to have a metric to compare the…

Machine Learning · Computer Science 2018-11-20 Amber Srivastava , Mayank Baranwal , Srinivasa Salapaka

We discuss a new approach to data clustering. We find that maximum likelihood leads naturally to an Hamiltonian of Potts variables which depends on the correlation matrix and whose low temperature behavior describes the correlation…

Statistical Mechanics · Physics 2009-11-07 Lorenzo Giada , Matteo Marsili

VARCLUST algorithm is proposed for clustering variables under the assumption that variables in a given cluster are linear combinations of a small number of hidden latent variables, corrupted by the random noise. The entire clustering task…

Factor analysis is a statistical technique employed to evaluate how observed variables correlate through common factors and unique variables. While it is often used to analyze price movement in the unstable stock market, it does not always…

Statistical Finance · Quantitative Finance 2014-08-13 Angela Gu , Patrick Zeng

Most factor modelling research in vector or matrix-valued time series assume all factors are pervasive/strong and leave weaker factors and their corresponding series to the noise. Weaker factors can in fact be important to a group of…

Methodology · Statistics 2024-05-14 Weilin Chen , Clifford Lam

An approach for understanding the behavior of multiplicity distributions in restricted phase-space intervals derived on the basis of global observables is proposed. We obtain a unifying connection between local multiparticle clusters and…

High Energy Physics - Phenomenology · Physics 2008-11-26 S. V. Chekanov , V. I. Kuvshinov

In this paper, a supervised clustering based-heuristic is proposed for the real-time implementation of approximate solutions to stochastic nonlinear model predictive control frameworks. The key idea is to update on-line a low cardinality…

Systems and Control · Computer Science 2018-11-26 Mazen Alamir