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Categorization of mutual funds or Exchange-Traded-funds (ETFs) have long served the financial analysts to perform peer analysis for various purposes starting from competitor analysis, to quantifying portfolio diversification. The…

Computational Finance · Quantitative Finance 2022-07-12 Dimitrios Vamvourellis , Mate Attila Toth , Dhruv Desai , Dhagash Mehta , Stefano Pasquali

In recent years, machine learning models have achieved great success at the expense of highly complex black-box structures. By using axiomatic attribution methods, we can fairly allocate the contributions of each feature, thus allowing us…

Computational Finance · Quantitative Finance 2025-06-10 Dangxing Chen

Sustainable financial markets play an important role in the functioning of human society. Still, the detection and prediction of risk in financial markets remain challenging and draw much attention from the scientific community. Here we…

Physics and Society · Physics 2018-11-27 Jingfang Fan , Keren Cohen , Louis M. Shekhtman , Sibo Liu , Jun Meng , Yoram Louzoun , Shlomo Havlin

Inspired by widely-used techniques of causal modelling in risk, failure, and accident analysis, this work discusses a compositional framework for risk modelling. Risk models capture fragments of the space of risky events likely to occur…

Software Engineering · Computer Science 2025-03-21 Mario Gleirscher

We relook at the classic equity fund selection and portfolio construction problems from a new perspective and propose an easy-to-implement framework to tackle the problem in practical investment. Rather than the conventional way by…

Portfolio Management · Quantitative Finance 2020-04-24 Yi Cao

We give a simple explicit algorithm for building multi-factor risk models. It dramatically reduces the number of or altogether eliminates the risk factors for which the factor covariance matrix needs to be computed. This is achieved via a…

Portfolio Management · Quantitative Finance 2017-11-07 Zura Kakushadze

Multilayer networks proved to be suitable in extracting and providing dependency information of different complex systems. The construction of these networks is difficult and is mostly done with a static approach, neglecting time delayed…

Risk Management · Quantitative Finance 2020-04-14 Giuseppe Brandi , T. Di Matteo

Approving and assessing new drugs is complex because multiple criteria must be considered simultaneously. A common approach is benefit-risk analysis, often conducted within a Bayesian framework to account for uncertainty and combine data…

We propose a framework for constructing factor models for alpha streams. Our motivation is threefold. 1) When the number of alphas is large, the sample covariance matrix is singular. 2) Its out-of-sample stability is challenging. 3)…

Portfolio Management · Quantitative Finance 2014-12-02 Zura Kakushadze

Development of comprehensive prediction models are often of great interest in many disciplines of science, but datasets with information on all desired features often have small sample sizes. We describe a transfer learning approach for…

Methodology · Statistics 2024-08-20 Ruzhang Zhao , Prosenjit Kundu , Arkajyoti Saha , Nilanjan Chatterjee

We set up a structural model to study credit risk for a portfolio containing several or many credit contracts. The model is based on a jump--diffusion process for the risk factors, i.e. for the company assets. We also include correlations…

Risk Management · Quantitative Finance 2008-12-02 Rudi Schäfer , Markus Sjölin , Andreas Sundin , Michal Wolanski , Thomas Guhr

Rather than directly predicting future prices or returns, we follow a more recent trend in asset management and classify the state of a market based on labels. We use numerous standard labels and even construct our own ones. The labels rely…

Trading and Market Microstructure · Quantitative Finance 2020-12-08 Michal Balcerak , Thomas Schmelzer

In risk management it is desirable to grasp the essential statistical features of a time series representing a risk factor. This tutorial aims to introduce a number of different stochastic processes that can help in grasping the essential…

Risk Management · Quantitative Finance 2008-12-23 Damiano Brigo , Antonio Dalessandro , Matthias Neugebauer , Fares Triki

This works considers challenges of building and usage a formal knowledge base (model), which unites the ATT&CK, CAPEC, CWE, CVE security enumerations. The proposed model can be used to learn relations between attack techniques, attack…

Cryptography and Security · Computer Science 2021-12-09 Andrei Brazhuk

We establish nonparametric identification in a class of so-called index models using a novel approach that relies on general topological results. Our proof strategy requires substantially weaker conditions on the functions and distributions…

Econometrics · Economics 2020-04-20 Mogens Fosgerau , Dennis Kristensen

Despite their impressive performance, large language models (LLMs) such as ChatGPT are known to pose important risks. One such set of risks arises from misplaced confidence, whether over-confidence or under-confidence, that the models have…

Computation and Language · Computer Science 2024-08-06 Ke Shen , Mayank Kejriwal

Hierarchical analysis is considered and a multilevel model is presented in order to explore causality, chance and complexity in financial economics. A coupled system of models is used to describe multilevel interactions, consistent with…

General Finance · Quantitative Finance 2020-02-04 Diane Wilcox , Tim Gebbie

A common framework is provided that comprises classical ordinal item response models as the cumulative, sequential and adjacent categories models as well as nominal response models and item response tree models. The taxonomy is based on the…

Methodology · Statistics 2020-10-06 Gerhard Tutz

An equiangular tight frame (ETF) yields a type of optimal packing of lines in a Euclidean space. ETFs seem to be rare, and all known infinite families of them arise from some type of combinatorial design. In this paper, we introduce a new…

Functional Analysis · Mathematics 2020-01-08 Matthew Fickus , Benjamin R. Mayo

I discuss various ways in which inference based on the estimation of the parameters of statistical models (reduced-form estimation) can be combined with inference based on the estimation of the parameters of economic models (structural…

General Economics · Economics 2022-05-04 Toni M. Whited