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We present an approach to market-consistent multi-period valuation of insurance liability cash flows based on a two-stage valuation procedure. First, a portfolio of traded financial instrument aimed at replicating the liability cash flow is…

Risk Management · Quantitative Finance 2016-07-15 Hampus Engsner , Mathias Lindholm , Filip Lindskog

Risk management is very important for individual investors or companies. There are many ways to measure the risk of investment. Prices of risky assets vary rapidly and randomly due to the complexity of finance market. Random interval is a…

Portfolio Management · Quantitative Finance 2022-07-26 Jinping Zhang , Keming Zhang

We present a new model for commodity pricing that enhances accuracy by integrating four distinct risk factors: spot price, stochastic volatility, convenience yield, and stochastic interest rates. While the influence of these four variables…

Statistical Finance · Quantitative Finance 2025-01-28 Luca Vincenzo Ballestra , Christian Tezza

In this paper, we focus on exploiting the group structure for large-dimensional factor models, which captures the homogeneous effects of common factors on individuals within the same group. In view of the fact that datasets in…

Methodology · Statistics 2024-05-14 Yong He , Xiaoyang Ma , Xingheng Wang , Yalin Wang

The model-based investing using financial factors is evolving as a principal method for quantitative investment. The main challenge lies in the selection of effective factors towards excess market returns. Existing approaches, either…

Human-Computer Interaction · Computer Science 2021-04-26 Xuanwu Yue , Qiao Gu , Deyun Wang , Huamin Qu , Yong Wang

We implement momentum strategies using reward-risk measures as ranking criteria based on classical tempered stable distribution. Performances and risk characteristics for the alternative portfolios are obtained in various asset classes and…

Portfolio Management · Quantitative Finance 2015-06-09 Jaehyung Choi , Young Shin Kim , Ivan Mitov

In this study, MLP models with dynamic structure are applied to factor models for asset pricing tasks. Concretely, the MLP pyramid model structure was employed on firm-characteristic-sorted portfolio factors for modelling the large-capital…

Pricing of Securities · Quantitative Finance 2025-05-07 Shanyan Lai

We discuss the probabilistic properties of the variation based third and fourth moments of financial returns as estimators of the actual moments of the return distributions. The moment variations are defined under non-parametric assumptions…

Statistical Finance · Quantitative Finance 2019-08-15 Kyungsub Lee

Building upon factor decomposition to overcome the curse of dimensionality inherent in multivariate volatility processes, we develop a factor model-based multivariate stochastic volatility (fMSV) framework. We propose a two-stage estimation…

Econometrics · Economics 2026-04-24 Benjamin Poignard , Manabu Asai

Modeling and characterizing multiple factors is perhaps the most important step in achieving excess returns over market benchmarks. Both academia and industry are striving to find new factors that have good explanatory power for future…

Computational Finance · Quantitative Finance 2022-10-31 Zikai Wei , Bo Dai , Dahua Lin

Although the latent factor model achieves good accuracy in rating prediction, it suffers from many problems including cold-start, non-transparency, and suboptimal results for individual user-item pairs. In this paper, we exploit textual…

Information Retrieval · Computer Science 2018-11-27 Zhiyong Cheng , Xiaojun Chang , Lei Zhu , Rose C. Kanjirathinkal , Mohan Kankanhalli

Factors models are routinely used to analyze high-dimensional data in both single-study and multi-study settings. Bayesian inference for such models relies on Markov Chain Monte Carlo (MCMC) methods which scale poorly as the number of…

Methodology · Statistics 2025-04-29 Blake Hansen , Alejandra Avalos-Pacheco , Massimiliano Russo , Roberta De Vito

The paper examines the performance of regression models (OLS linear regression, Ridge regression, Random Forest, and Fully-connected Neural Network) on the prediction of CMA (Conservative Minus Aggressive) factor premium and the performance…

Portfolio Management · Quantitative Finance 2024-07-23 Prabhu Prasad Panda , Maysam Khodayari Gharanchaei , Xilin Chen , Haoshu Lyu

The present paper provides a study of high-dimensional statistical arbitrage that combines factor models with the tools from stochastic control, obtaining closed-form optimal strategies which are both interpretable and computationally…

Mathematical Finance · Quantitative Finance 2021-06-25 Jorge Guijarro-Ordonez

Factor models are a very efficient way to describe high dimensional vectors of data in terms of a small number of common relevant factors. This problem, which is of fundamental importance in many disciplines, is usually reformulated in…

Optimization and Control · Mathematics 2018-06-13 Valentina Ciccone , Augusto Ferrante , Mattia Zorzi

This paper considers the valuation of exotic path-dependent options in L\'evy models, in particular options on the supremum and the infimum of the asset price process. Using the Wiener--Hopf factorization, we derive expressions for the…

Pricing of Securities · Quantitative Finance 2011-05-03 Ernst Eberlein , Kathrin Glau , Antonis Papapantoleon

We consider the estimation of approximate factor models for time series data, where strong serial and cross-sectional correlations amongst the idiosyncratic component are present. This setting comes up naturally in many applications, but…

Methodology · Statistics 2019-12-10 Jiahe Lin , George Michailidis

We address a portfolio selection problem that combines active (outperformance) and passive (tracking) objectives using techniques from convex analysis. We assume a general semimartingale market model where the assets' growth rate processes…

Portfolio Management · Quantitative Finance 2019-03-19 Ali Al-Aradi , Sebastian Jaimungal

This paper compares a series of contemporary portfolio construction approaches by employing ten U.S. stocks (TSLA, WMT, BAC, GS, LLY, MRK, GOOG, META, AAPL and XOM) in a time frame from September 2023 to December 2025. The paper explores…

Portfolio Management · Quantitative Finance 2026-05-29 Ajay Kumar Verma , Shravya Barkam

Although latent factor models (e.g., matrix factorization) achieve good accuracy in rating prediction, they suffer from several problems including cold-start, non-transparency, and suboptimal recommendation for local users or items. In this…

Information Retrieval · Computer Science 2018-02-23 Zhiyong Cheng , Ying Ding , Lei Zhu , Mohan Kankanhalli
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