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Feature engineering has become one of the most important steps to improve model prediction performance, and to produce quality datasets. However, this process requires non-trivial domain-knowledge which involves a time-consuming process.…

It is known that the common factors in a large panel of data can be consistently estimated by the method of principal components, and principal components can be constructed by iterative least squares regressions. Replacing least squares…

Methodology · Statistics 2017-11-16 Jushan Bai , Serena Ng

We study factor models augmented by observed covariates that have explanatory powers on the unknown factors. In financial factor models, the unknown factors can be reasonably well explained by a few observable proxies, such as the…

Methodology · Statistics 2018-09-18 Jianqing Fan , Yuan Ke , Yuan Liao

While the SLIM approach obtained high ranking-accuracy in many experiments in the literature, it is also known for its high computational cost of learning its parameters from data. For this reason, we focus in this paper on variants of…

Information Retrieval · Computer Science 2019-05-01 Harald Steck

We examine machine learning and factor-based portfolio optimization. We find that factors based on autoencoder neural networks exhibit a weaker relationship with commonly used characteristic-sorted portfolios than popular dimensionality…

Portfolio Management · Quantitative Finance 2021-07-30 Thomas Conlon , John Cotter , Iason Kynigakis

Factorization machines (FMs) are a powerful tool for regression and classification in the context of sparse observations, that has been successfully applied to collaborative filtering, especially when side information over users or items is…

Machine Learning · Computer Science 2022-12-21 Jill-Jênn Vie , Tomas Rigaux , Hisashi Kashima

Consider a linear model $y = X \beta + z$, $z \sim N(0, \sigma^2 I_n)$. The Gram matrix $\Theta = \frac{1}{n} X'X$ is non-sparse, but it is approximately the sum of two components, a low-rank matrix and a sparse matrix, where neither…

Methodology · Statistics 2017-05-31 Zheng Tracy Ke , Fan Yang

We consider the problem of optimal portfolio selection under forward investment performance criteria in an incomplete market. The dynamics of the prices of the traded assets depend on a pair of stochastic factors, namely, a slow factor…

Mathematical Finance · Quantitative Finance 2015-09-25 Mykhaylo Shkolnikov , Ronnie Sircar , Thaleia Zariphopoulou

Neural document ranking approaches, specifically transformer models, have achieved impressive gains in ranking performance. However, query processing using such over-parameterized models is both resource and time intensive. In this paper,…

Information Retrieval · Computer Science 2022-04-05 Jurek Leonhardt , Koustav Rudra , Megha Khosla , Abhijit Anand , Avishek Anand

Preference alignment in Large Language Models (LLMs) has significantly improved their ability to adhere to human instructions and intentions. However, existing direct alignment algorithms primarily focus on relative preferences and often…

Machine Learning · Computer Science 2025-05-13 Shenao Zhang , Zhihan Liu , Boyi Liu , Yufeng Zhang , Yingxiang Yang , Yongfei Liu , Liyu Chen , Tao Sun , Zhaoran Wang

The Fama-French model is widely used in assessing the portfolio's performance compared to market returns. In Fama-French models, all factors are time-series data. The cross-sectional data are slightly different from the time series data. A…

Statistical Finance · Quantitative Finance 2020-06-05 Javad Shaabani , Ali Akbar Jafari

In light of the power problems of statistical tests and undisciplined use of alpha-based statistics to compare models, this paper proposes a unified set of distance-based performance metrics, derived as the square root of the sum of squared…

Portfolio Management · Quantitative Finance 2018-03-06 Zhongzhi Lawrence He

Factorization machines (FM) are a popular model class to learn pairwise interactions by a low-rank approximation. Different from existing FM-based approaches which use a fixed rank for all features, this paper proposes a Rank-Aware FM…

Machine Learning · Computer Science 2019-05-21 Xiaoshuang Chen , Yin Zheng , Jiaxing Wang , Wenye Ma , Junzhou Huang

In the data-rich environment, using many economic predictors to forecast a few key variables has become a new trend in econometrics. The commonly used approach is factor augment (FA) approach. In this paper, we pursue another direction,…

Econometrics · Economics 2020-07-21 Zhenzhong Wang , Zhengyuan Zhu , Cindy Yu

This paper deals with a high-order accurate implicit finite-difference approach to the pricing of barrier options. In this way various types of barrier options are priced, including barrier options paying rebates, and options on…

Pricing of Securities · Quantitative Finance 2008-12-02 J. C. Ndogmo , D. B. Ntwiga

Alpha factor mining aims to discover investment signals from the historical financial market data, which can be used to predict asset returns and gain excess profits. Powerful deep learning methods for alpha factor mining lack…

Computational Finance · Quantitative Finance 2025-06-18 Junjie Zhao , Chengxi Zhang , Min Qin , Peng Yang

In modern deep learning, algorithmic choices (such as width, depth, and learning rate) are known to modulate nuanced resource tradeoffs. This work investigates how these complexities necessarily arise for feature learning in the presence of…

Machine Learning · Computer Science 2023-10-31 Benjamin L. Edelman , Surbhi Goel , Sham Kakade , Eran Malach , Cyril Zhang

In the trading process, financial signals often imply the time to buy and sell assets to generate excess returns compared to a benchmark (e.g., an index). Alpha is the portion of an asset's return that is not explained by exposure to this…

Computational Engineering, Finance, and Science · Computer Science 2024-10-25 Yining Wang , Jinman Zhao , Yuri Lawryshyn

Predictive modeling applications increasingly use data representing people's behavior, opinions, and interactions. Fine-grained behavior data often has different structure from traditional data, being very high-dimensional and sparse.…

Machine Learning · Statistics 2016-07-28 Julie Moeyersoms , Brian d'Alessandro , Foster Provost , David Martens

Forward regression is a crucial methodology for automatically identifying important predictors from a large pool of potential covariates. In contexts with moderate predictor correlation, forward selection techniques can achieve screening…

Methodology · Statistics 2024-08-23 Xuejun Jiang , Yue Ma , Haofeng Wang