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Psychologists developed Multiple Factor Analysis to decompose multivariate data into a small number of interpretable factors without any a priori knowledge about those factors. In this form of factor analysis, the Varimax "factor rotation"…

Methodology · Statistics 2020-04-21 Karl Rohe , Muzhe Zeng

Integrating various data modalities brings valuable insights into underlying phenomena. Multimodal factor analysis (FA) uncovers shared axes of variation underlying different simple data modalities, where each sample is represented by a…

Machine Learning · Computer Science 2025-04-29 Małgorzata Łazęcka , Ewa Szczurek

This paper proposes a new factor rotation for the context of functional principal components analysis. This rotation seeks to re-represent a functional subspace in terms of directions of decreasing smoothness as represented by a generalized…

Methodology · Statistics 2014-07-18 Giles Hooker , Steven Roberts

Factor analysis (FA) is a statistical tool for studying how observed variables with some mutual dependences can be expressed as functions of mutually independent unobserved factors, and it is widely applied throughout the psychological,…

Machine Learning · Statistics 2023-06-01 Alex Markham , Mingyu Liu , Bryon Aragam , Liam Solus

Latent or unobserved phenomena pose a significant difficulty in data analysis as they induce complicated and confounding dependencies among a collection of observed variables. Factor analysis is a prominent multivariate statistical modeling…

Methodology · Statistics 2020-06-22 Armeen Taeb , Venkat Chandrasekaran

This study presents an analytical approach to sector rotation, leveraging both factor models and fundamental metrics. We initiate with a systematic classification of sectors, followed by an empirical investigation into their returns.…

Portfolio Management · Quantitative Finance 2024-01-02 Runjia Yang , Beining Shi

Hierarchical factor models, which include the bifactor model as a special case, are useful in social and behavioural sciences for measuring hierarchically structured constructs. Specifying a hierarchical factor model involves imposing…

Methodology · Statistics 2026-01-06 Jiawei Qiao , Yunxiao Chen , Zhiliang Ying

Psychological research often involves understanding psychological constructs through conducting factor analysis on data collected by a questionnaire, which can comprise hundreds of questions. Without interactive systems for interpreting…

Human-Computer Interaction · Computer Science 2024-08-06 Yikai Lu , Chaoli Wang

We develop Probabilistic Targeted Factor Analysis (PTFA), a likelihood-based framework for constructing latent factors that are explicitly targeted to variables of economic interest. PTFA provides a probabilistic foundation for Partial…

Econometrics · Economics 2026-01-12 Miguel C. Herculano , Santiago Montoya-Blandón

Estimates of the approximate factor model are increasingly used in empirical work. Their theoretical properties, studied some twenty years ago, also laid the ground work for analysis on large dimensional panel data models with cross-section…

Econometrics · Economics 2020-08-04 Jushan Bai , Serena Ng

Factor analysis is a statistical technique employed to evaluate how observed variables correlate through common factors and unique variables. While it is often used to analyze price movement in the unstable stock market, it does not always…

Statistical Finance · Quantitative Finance 2014-08-13 Angela Gu , Patrick Zeng

Factor analysis is a widely used technique for dimension reduction in high-dimensional data. However, a key challenge in factor models lies in the interpretability of the latent factors. One intuitive way to interpret these factors is…

Methodology · Statistics 2025-10-08 Xin Wang , Xialu Liu

Factor analysis aims to describe high dimensional random vectors by means of a small number of unknown common factors. In mathematical terms, it is required to decompose the covariance matrix $\Sigma$ of the random vector as the sum of a…

Optimization and Control · Mathematics 2017-08-02 Valentina Ciccone , Augusto Ferrante , Mattia Zorzi

Factor analysis is a flexible technique for assessment of multivariate dependence and codependence. Besides being an exploratory tool used to reduce the dimensionality of multivariate data, it allows estimation of common factors that often…

Applications · Statistics 2020-05-08 Vitor G. C. da Silva , Kelly C. M. Gonçalves , João B. M. Pereira

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

Exploratory factor analysis (EFA) is useful to identify the number and mapping of the hidden factors that could dominantly represent the features in the dataset. Principal component analysis (PCA) is the first step as part of the two-step…

Social and Information Networks · Computer Science 2024-03-07 Natarajan Meghanathan

Confirmatory Factor Analysis (CFA) is a particular form of factor analysis, most commonly used in social research. In confirmatory factor analysis, the researcher first develops a hypothesis about what factors they believe are underlying…

Applications · Statistics 2019-05-15 Rui Portocarrero Sarmento , Vera Costa

Factor analysis is a classical data reduction technique that seeks a potentially lower number of unobserved variables that can account for the correlations among the observed variables. This paper presents an extension of the factor…

Methodology · Statistics 2013-12-04 Tsung-I Lin , Pal H. Wu , Geoffrey J. McLachlan , Sharon X. Lee

Factor analysis provides linear factors that describe relationships between individual variables of a data set. We extend this classical formulation into linear factors that describe relationships between groups of variables, where each…

Machine Learning · Statistics 2014-12-03 Arto Klami , Seppo Virtanen , Eemeli Leppäaho , Samuel Kaski

In exploratory factor analysis, rotation techniques are employed to derive interpretable factor loading matrices. Factor rotations deal with equality-constrained optimization problems aimed at determining a loading matrix based on measure…

Statistics Theory · Mathematics 2025-05-01 Ryoya Fukasaku , Michio Yamamoto , Yutaro Kabata , Yasuhiko Ikematsu , Kei Hirose
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