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Dynamic graph clustering aims to detect and track time-varying clusters in dynamic graphs, revealing the evolutionary mechanisms of complex real-world dynamic systems. Matrix factorization-based methods are promising approaches for this…

Machine Learning · Computer Science 2025-02-11 Dongyuan Li , Satoshi Kosugi , Ying Zhang , Manabu Okumura , Feng Xia , Renhe Jiang

Motivated by practical applications, we explore the constrained multi-period mean-variance portfolio selection problem within a market characterized by a dynamic factor model. This model captures predictability in asset returns driven by…

Portfolio Management · Quantitative Finance 2025-02-26 Jianjun Gao , Chengneng Jin , Yun Shi , Xiangyu Cui

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

Friction systems are mechanical systems wherein friction is used for force transmission (e.g. mechanical braking systems or automatic gearboxes). For finding optimal and safe design parameters, engineers have to predict friction system…

Machine Learning · Computer Science 2021-07-21 Gabriel Kronberger , Michael Kommenda , Andreas Promberger , Falk Nickel

We review Quasi Maximum Likelihood estimation of factor models for high-dimensional panels of time series. We consider two cases: (1) estimation when no dynamic model for the factors is specified (Bai and Li, 2012, 2016); (2) estimation…

Econometrics · Economics 2024-10-08 Matteo Barigozzi

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

We introduce the notion of strong local minimizer for the problems of the calculus of variations on time scales. Simple examples show that on a time scale a weak minimum is not necessarily a strong minimum. A time scale form of the…

Optimization and Control · Mathematics 2009-12-09 Agnieszka B. Malinowska , Delfim F. M. Torres

Reducing parameter redundancies in neural network architectures is crucial for achieving feasible computational and memory requirements during training and inference phases. Given its easy implementation and flexibility, one promising…

Machine Learning · Computer Science 2025-08-22 Emanuele Zangrando , Steffen Schotthöfer , Gianluca Ceruti , Jonas Kusch , Francesco Tudisco

Factor Analysis (FA) is a technique of fundamental importance that is widely used in classical and modern multivariate statistics, psychometrics and econometrics. In this paper, we revisit the classical rank-constrained FA problem, which…

Methodology · Statistics 2017-04-25 Dimitris Bertsimas , Martin S. Copenhaver , Rahul Mazumder

Multimodal data, where different types of data are collected from the same subjects, are fast emerging in a large variety of scientific applications. Factor analysis is commonly used in integrative analysis of multimodal data, and is…

Statistics Theory · Mathematics 2021-03-31 Quefeng Li , Lexin Li

A dynamic factor model with factor series following a VAR$(p)$ model is shown to have a VARMA$(p,p)$ model representation. Reduced-rank structures are identified for the VAR and VMA components of the resulting VARMA model. It is also shown…

Methodology · Statistics 2023-07-20 Shankar Bhamidi , Dhruv Patel , Vladas Pipiras

The paper establishes the central limit theorems and proposes how to perform valid inference in factor models. We consider a setting where many counties/regions/assets are observed for many time periods, and when estimation of a global…

Econometrics · Economics 2023-06-22 Stanislav Anatolyev , Anna Mikusheva

Tensor Factor Models (TFM) are appealing dimension reduction tools for high-order large-dimensional tensor time series, and have wide applications in economics, finance and medical imaging. In this paper, we propose a projection estimator…

Methodology · Statistics 2025-03-03 Matteo Barigozzi , Yong He , Lingxiao Li , Lorenzo Trapani

This paper studies estimation of linear panel regression models with heterogeneous coefficients, when both the regressors and the residual contain a possibly common, latent, factor structure. Our theory is (nearly) efficient, because based…

Econometrics · Economics 2019-03-01 Marco Avarucci , Paolo Zaffaroni

Deep fundamental factor models are developed to automatically capture non-linearity and interaction effects in factor modeling. Uncertainty quantification provides interpretability with interval estimation, ranking of factor importances and…

Machine Learning · Statistics 2020-08-28 Matthew F. Dixon , Nicholas G. Polson

We consider functional data which are measured on a discrete set of observation points. Often such data are measured with additional noise. We explore in this paper the factor structure underlying this type of data. We show that the latent…

Methodology · Statistics 2021-11-23 Siegfried Hörmann , Fatima Jammoul

A novel deep neural network framework -- that we refer to as Deep Dynamic Factor Model (D$^2$FM) --, is able to encode the information available, from hundreds of macroeconomic and financial time-series into a handful of unobserved latent…

Econometrics · Economics 2023-05-23 Paolo Andreini , Cosimo Izzo , Giovanni Ricco

Hourly consumption from multiple providers displays pronounced intra-day, intra-week, and annual seasonalities, as well as strong cross-sectional correlations. We introduce a novel approach for forecasting high-dimensional U.S. electricity…

Applications · Statistics 2026-04-15 Mattia Banin , Matteo Barigozzi , Luca Trapin

Tracking the build-up of financial vulnerabilities is a key component of financial stability policy. Due to the complexity of the financial system, this task is daunting, and there have been several proposals on how to manage this goal. One…

Statistical Finance · Quantitative Finance 2024-12-19 Katalin Varga , Tibor Szendrei

Variable selection for models including interactions between explanatory variables often needs to obey certain hierarchical constraints. The weak or strong structural hierarchy requires that the existence of an interaction term implies at…

Statistics Theory · Mathematics 2016-11-10 Yiyuan She , Zhifeng Wang , He Jiang
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