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Functional factor analysis is an important dimension reduction method for functional and longitudinal data. Factor loadings give insight into patterns of variability of the observations, while latent factors provide a low-dimensional…

Methodology · Statistics 2026-04-29 James Matuk , Amy H. Herring , David B. Dunson

This paper outlines an agent-based model of a simple financial market in which a single asset is available for trade by three different types of traders. The model was first introduced in the PhD thesis of one of the authors, see reference…

Trading and Market Microstructure · Quantitative Finance 2019-01-17 Elena Green , Daniel M. Heffernan

We apply the knockoff procedure to factor selection in finance. By building fake but realistic factors, this procedure makes it possible to control the fraction of false discovery in a given set of factors. To show its versatility, we apply…

Statistical Finance · Quantitative Finance 2021-07-07 Damien Challet , Christian Bongiorno , Guillaume Pelletier

This paper presents a comprehensive study on the integration of text-derived, time-varying sentiment factors into traditional multi-factor asset pricing models. Leveraging FinBERT, a domain-specific deep learning language model, we…

Computational Engineering, Finance, and Science · Computer Science 2025-05-06 Chi Zhang

In the past few years, there have been a number of proposals for generalizing the factor analysis (FA) model and its mixture version (known as mixtures of factor analyzers (MFA)) using non-normal and asymmetric distributions. These models…

Methodology · Statistics 2018-11-21 Sharon X. Lee , Geoffrey J. McLachlan

High-dimensional measurements are often correlated which motivates their approximation by factor models. This holds also true when features are engineered via low-dimensional interactions or kernel tricks. This often results in over…

Applications · Statistics 2025-09-03 Xiaonan Zhu , Bingyan Wang , Jianqing Fan

Synthetic data augmentation via large language models (LLMs) allows researchers to leverage additional training data, thus enhancing the performance of downstream tasks, especially when real-world data is scarce. However, the generated data…

Machine Learning · Computer Science 2025-03-25 Hsun-Yu Kuo , Yin-Hsiang Liao , Yu-Chieh Chao , Wei-Yun Ma , Pu-Jen Cheng

Modern evolvements of the technologies have been leading to a profound influence on the financial market. The introduction of constituents like Exchange-Traded Funds, and the wide-use of advanced technologies such as algorithmic trading,…

Statistical Finance · Quantitative Finance 2021-08-20 Liao Zhu

Synthetic data is a useful resource for algorithmic research. It allows for the evaluation of systems under a range of conditions that might be difficult to achieve in real world settings. In recommender systems, the use of synthetic data…

Information Retrieval · Computer Science 2024-09-24 Elena Stefancova , Cassidy All , Joshua Paup , Martin Homola , Nicholas Mattei , Robin Burke

In financial trading, factor models are widely used to price assets and capture excess returns from mispricing. Recently, we have witnessed the rise of variational autoencoder-based latent factor models, which learn latent factors…

Machine Learning · Computer Science 2026-01-15 Yilei Zhao , Wentao Zhang , Tingran Yang , Yong Jiang , Fei Huang , Wei Yang Bryan Lim

Signal decay and regime shifts pose recurring challenges for data-driven investment strategies in non-stationary markets. Conventional time-series and machine learning approaches, which rely primarily on historical correlations, often…

Trading and Market Microstructure · Quantitative Finance 2025-12-30 Zuoyou Jiang , Li Zhao , Rui Sun , Ruohan Sun , Zhongjian Li , Jing Li , Daxin Jiang , Zuo Bai , Cheng Hua

We use deep partial least squares (DPLS) to estimate an asset pricing model for individual stock returns that exploits conditioning information in a flexible and dynamic way while attributing excess returns to a small set of statistical…

Pricing of Securities · Quantitative Finance 2022-06-22 Matthew F. Dixon , Nicholas G. Polson , Kemen Goicoechea

We explore a decomposition in which returns on a large class of portfolios relative to the market depend on a smooth non-negative drift and changes in the asset price distribution. This decomposition is obtained using general continuous…

Portfolio Management · Quantitative Finance 2018-10-31 Ricardo T. Fernholz , Caleb Stroup

On a periodic basis, publicly traded companies are required to report fundamentals: financial data such as revenue, operating income, debt, among others. These data points provide some insight into the financial health of a company.…

Machine Learning · Statistics 2018-04-27 John Alberg , Zachary C. Lipton

We study short-horizon forecasting in financial time series under strict causal constraints, treating the market as a non-stationary stochastic system in which any predictive observable must be computable online from information available…

Computational Finance · Quantitative Finance 2026-01-01 Lucas A. Souza

Federated Learning (FL) enables distributed optimization without compromising data sovereignty. Yet, where local label distributions are mutually exclusive, standard weight aggregation fails due to conflicting optimization trajectories.…

Machine Learning · Computer Science 2026-03-18 Andrea Moleri , Christian Internò , Ali Raza , Markus Olhofer , David Klindt , Fabio Stella , Barbara Hammer

Estimating the counterfactual outcome of treatment is essential for decision-making in public health and clinical science, among others. Often, treatments are administered in a sequential, time-varying manner, leading to an exponentially…

Machine Learning · Statistics 2024-07-16 Shenghao Wu , Wenbin Zhou , Minshuo Chen , Shixiang Zhu

We propose a combined model, which integrates the latent factor model and the logistic regression model, for the citation network. It is noticed that neither a latent factor model nor a logistic regression model alone is sufficient to…

Machine Learning · Statistics 2019-12-03 Namjoon Suh , Xiaoming Huo , Eric Heim , Lee Seversky

With the remarkable generative capabilities of large language models (LLMs), using LLM-generated data to train downstream models has emerged as a promising approach to mitigate data scarcity in specific domains and reduce time-consuming…

Computation and Language · Computer Science 2025-06-26 Yuchang Zhu , Huazhen Zhong , Qunshu Lin , Haotong Wei , Xiaolong Sun , Zixuan Yu , Minghao Liu , Zibin Zheng , Liang Chen

Quantile Factor Models (QFM) represent a new class of factor models for high-dimensional panel data. Unlike Approximate Factor Models (AFM), where only location-shifting factors can be extracted, QFM also allow to recover unobserved factors…

Econometrics · Economics 2020-09-24 Liang Chen , Juan Jose Dolado , Jesus Gonzalo