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We present a general framework, the coupled compound Poisson factorization (CCPF), to capture the missing-data mechanism in extremely sparse data sets by coupling a hierarchical Poisson factorization with an arbitrary data-generating model.…

Machine Learning · Computer Science 2017-01-10 Mehmet E. Basbug , Barbara E. Engelhardt

In the context of time series forecasting, it is a common practice to evaluate multiple methods and choose one of these methods or an ensemble for producing the best forecasts. However, choosing among different ensembles over multiple…

Machine Learning · Computer Science 2021-12-16 Himanshi Charotia , Abhishek Garg , Gaurav Dhama , Naman Maheshwari

Tensor time series data appears naturally in a lot of fields, including finance and economics. As a major dimension reduction tool, similar to its factor model counterpart, the idiosyncratic components of a tensor time series factor model…

Methodology · Statistics 2022-08-09 Weilin Chen , Clifford Lam

Prices of commodities or assets produce what is called time-series. Different kinds of financial time-series have been recorded and studied for decades. Nowadays, all transactions on a financial market are recorded, leading to a huge amount…

Statistical Finance · Quantitative Finance 2015-05-13 A. Chakraborti , M. Patriarca , M. S. Santhanam

This paper investigates the time-varying structure of Fama and French's (1993; 2015) multi-factor models using Fama and MacBeth's (1973) two-step estimation based on the rolling window method. In particular, we employ the generalized GRS…

Statistical Finance · Quantitative Finance 2024-06-04 Koichiro Moriya , Akihiko Noda

While traditional equity factor investing relies heavily on slow-moving fundamental accounting metrics, these models frequently suffer from factor crowding and miss real-time, sentiment-driven market dislocations. This study explores how…

Statistical Finance · Quantitative Finance 2026-05-22 Jin Du , Alexander Walter , Maxim Ulrich

Despite the popularity of sparse factor models, little attention has been given to formally address identifiability of these models beyond standard rotation-based identification such as the positive lower triangular constraint. To fill this…

Methodology · Statistics 2018-04-13 Sylvia Fruehwirth-Schnatter , Hedibert Freitas Lopes

Searching for new effective risk factors on stock returns is an important research topic in asset pricing. Factor modeling is an active research topic in statistics and econometrics, with many new advances. However, these new methods have…

Risk Management · Quantitative Finance 2024-09-27 Xialu Liu , John Guerard , Rong Chen , Ruey Tsay

Instead of conducting manual factor construction based on traditional and behavioural finance analysis, academic researchers and quantitative investment managers have leveraged Genetic Programming (GP) as an automatic feature construction…

Statistical Finance · Quantitative Finance 2020-10-14 Jie Fang , Jianwu Lin , Shutao Xia , Yong Jiang , Zhikang Xia , Xiang Liu

In a high-energy physics data analysis, the term "fake" backgrounds refers to events that would formally not satisfy the (signal) process selection criteria, but are accepted nonetheless due to mis-reconstructed particles. This can occur,…

High Energy Physics - Phenomenology · Physics 2026-01-29 Jan Gavranovič , Lara Čalić , Jernej Debevc , Else Lytken , Borut Paul Kerševan

Accurate volatility forecasts are vital in modern finance for risk management, portfolio allocation, and strategic decision-making. However, existing methods face key limitations. Fully multivariate models, while comprehensive, are…

Statistical Finance · Quantitative Finance 2025-10-09 Duo Zhang , Jiayu Li , Junyi Mo , Elynn Chen

Going beyond correlations, the understanding and identification of causal relationships in observational time series, an important subfield of Causal Discovery, poses a major challenge. The lack of access to a well-defined ground truth for…

Machine Learning · Statistics 2021-04-19 Andrew R. Lawrence , Marcus Kaiser , Rui Sampaio , Maksim Sipos

In many fields$\unicode{x2013}$including genomics, epidemiology, natural language processing, social and behavioral sciences, and economics$\unicode{x2013}$it is increasingly important to address causal questions in the context of factor…

Methodology · Statistics 2025-06-30 Jenna M. Landy , Dafne Zorzetto , Roberta De Vito , Giovanni Parmigiani

This paper studies the estimation of characteristic-based quantile factor models where the factor loadings are unknown functions of observed individual characteristics while the idiosyncratic error terms are subject to conditional quantile…

Econometrics · Economics 2023-04-27 Liang Chen , Juan Jose Dolado , Jesus Gonzalo , Haozi Pan

Hierarchical panel data models have recently garnered significant attention. This study contributes to the relevant literature by introducing a novel three-dimensional (3D) hierarchical panel data model, which integrates panel regression…

Econometrics · Economics 2024-09-13 Guohua Feng , Jiti Gao , Fei Liu , Bin Peng

In many longitudinal settings, economic theory does not guide practitioners on the type of restrictions that must be imposed to solve the rotational indeterminacy of factor-augmented linear models. We study this problem and offer several…

Econometrics · Economics 2022-03-08 Matthew Harding , Carlos Lamarche , Chris Muris

Alpha factor mining is a fundamental task in quantitative trading, aimed at discovering interpretable signals that can predict asset returns beyond systematic market risk. While traditional methods rely on manual formula design or heuristic…

Computational Engineering, Finance, and Science · Computer Science 2025-10-22 Lang Cao

Adequate sampling space coverage is the keystone to effectively train trustworthy Machine Learning models. Unfortunately, real data do carry several inherent risks due to the many potential biases they exhibit when gathered without a proper…

Machine Learning · Computer Science 2025-03-27 Antonio Maratea , Rita Perna

Factor strategies have gained growing popularity in industry with the fast development of machine learning. Usually, multi-factors are fed to an algorithm for some cross-sectional return predictions, which are further used to construct a…

Portfolio Management · Quantitative Finance 2021-04-27 Xin Zhang , Lan Wu , Zhixue Chen

We derive a specific functional form for factor alpha decay -- hyperbolic decay alpha(t) = K/(1+lambda*t) -- from a game-theoretic equilibrium model, and test it against linear and exponential alternatives. Using eight Fama-French factors…

Portfolio Management · Quantitative Finance 2025-12-30 Chorok Lee
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