English
Related papers

Related papers: Exact Post-selection Inference For Tracking S&P500

200 papers

Stock recommendation is vital to investment companies and investors. However, no single stock selection strategy will always win while analysts may not have enough time to check all S&P 500 stocks (the Standard & Poor's 500). In this paper,…

Trading and Market Microstructure · Quantitative Finance 2025-11-18 Hongyang Yang , Xiao-Yang Liu , Qingwei Wu

In this paper, we study asset selection methods to construct a sparse index tracking portfolio. For its advantage over full replication portfolio, the concept of sparse index tracking portfolio has significant attention in the field of…

Computational Engineering, Finance, and Science · Computer Science 2024-05-10 Yutaka Sakurai , Daiki Wakabayashi , Fumio Ishizaki

We propose post-screening portfolio selection (PS$^2$), a two-step framework for high-dimensional mean--variance investing. First, assets are screened by Lasso-type regression of a constant on excess returns without an intercept. Second,…

Portfolio Management · Quantitative Finance 2026-04-21 Yoshimasa Uematsu , Shinya Tanaka

The lasso is the most famous sparse regression and feature selection method. One reason for its popularity is the speed at which the underlying optimization problem can be solved. Sorted L-One Penalized Estimation (SLOPE) is a…

Optimization and Control · Mathematics 2024-05-14 Johan Larsson , Quentin Klopfenstein , Mathurin Massias , Jonas Wallin

An actively managed portfolio almost never beats the market in the long term. Thus, many investors often resort to passively managed portfolios whose aim is to follow a certain financial index. The task of building such passive portfolios…

A sparse modeling is a major topic in machine learning and statistics. LASSO (Least Absolute Shrinkage and Selection Operator) is a popular sparse modeling method while it has been known to yield unexpected large bias especially at a sparse…

Machine Learning · Computer Science 2018-08-23 Katsuyuki Hagiwara

Trend-following strategies underpin many systematic trading approaches yet struggle under nonstationary and nonlinear market regimes. We propose an LSTM-based framework to forecast next-day trend differences ($\Delta_t$) for the top 30 S\&P…

Trading and Market Microstructure · Quantitative Finance 2026-03-17 Harris Buchanan , Eric Benhamou

Beta regression is commonly employed when the outcome variable is a proportion. Since its conception, the approach has been widely used in applications spanning various scientific fields. A series of extensions have been proposed over time,…

Methodology · Statistics 2025-07-29 Niloofar Ramezani , Martin Slawski

Selective inference (post-selection inference) is a methodology that has attracted much attention in recent years in the fields of statistics and machine learning. Naive inference based on data that are also used for model selection tends…

Methodology · Statistics 2021-11-25 Yoshiyuki Ninomiya , Yuta Umezu , Ichiro Takeuchi

This dissertation investigates the ability of the Ising model to replicate statistical characteristics, or stylized facts, commonly observed in financial assets. The study specifically examines in the S&P500 index the following features:…

Statistical Finance · Quantitative Finance 2025-04-29 Bruno Giorgio

This paper studies the subspace segmentation problem. Given a set of data points drawn from a union of subspaces, the goal is to partition them into their underlying subspaces they were drawn from. The spectral clustering method is used as…

Computer Vision and Pattern Recognition · Computer Science 2015-01-20 Canyi Lu , Jiashi Feng , Zhouchen Lin , Shuicheng Yan

When the target of statistical inference is chosen in a data-driven manner, the guarantees provided by classical theories vanish. We propose a solution to the problem of inference after selection by building on the framework of algorithmic…

Statistics Theory · Mathematics 2022-03-16 Tijana Zrnic , Michael I. Jordan

Spike sorting is a class of algorithms used in neuroscience to attribute the time occurences of particular electric signals, called action potential or spike, to neurons. We rephrase this problem as a particular optimization problem : Lasso…

Statistics Theory · Mathematics 2022-04-12 Laurent Dragoni , Rémi Flamary , Karim Lounici , Patricia Reynaud-Bouret

The Lasso is a prominent algorithm for variable selection. However, its instability in the presence of correlated variables in the high-dimensional setting is well-documented. Although previous research has attempted to address this issue…

Methodology · Statistics 2025-05-28 Mahdi Nouraie , Connor Smith , Samuel Muller

We propose a ranking and selection procedure to prioritize relevant predictors and control false discovery proportion (FDP) of variable selection. Our procedure utilizes a new ranking method built upon the de-sparsified Lasso estimator. We…

Methodology · Statistics 2018-12-12 X. Jessie Jeng , Xiongzhi Chen

The Graphical Lasso (GLasso) algorithm is fast and widely used for estimating sparse precision matrices (Friedman et al., 2008). Its central role in the literature of high-dimensional covariance estimation rivals that of Lasso regression…

Computation · Statistics 2024-03-20 Aramayis Dallakyan , Mohsen Pourahmadi

In this paper we implement a combination of data-science and fuzzy theory to improve the classical Barndorff-Nielsen and Shephard model, and implement this to analyze the S&P 500 index. We pre-process the index data based on fuzzy theory.…

Mathematical Finance · Quantitative Finance 2022-02-08 Xianfei Hui , Baiqing Sun , Hui Jiang , Indranil SenGupta

Selective inference methods are developed for group lasso estimators for use with a wide class of distributions and loss functions. The method includes the use of exponential family distributions, as well as quasi-likelihood modeling for…

Methodology · Statistics 2024-03-28 Yiling Huang , Sarah Pirenne , Snigdha Panigrahi , Gerda Claeskens

In this working paper we present our current progress in the training of machine learning models to execute short option strategies on the S&P500. As a first step, this paper is breaking this problem down to a supervised classification task…

Computational Finance · Quantitative Finance 2022-04-29 Alexander Brunhuemer , Lukas Larcher , Philipp Seidl , Sascha Desmettre , Johannes Kofler , Gerhard Larcher

The goal of this paper is to contrast and survey the major advances in two of the most commonly used high-dimensional techniques, namely, the Lasso and horseshoe regularization. Lasso is a gold standard for predictor selection while…

Methodology · Statistics 2019-03-05 Anindya Bhadra , Jyotishka Datta , Nicholas G. Polson , Brandon T. Willard