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The mean-variance portfolio model, based on the risk-return trade-off for optimal asset allocation, remains foundational in portfolio optimization. However, its reliance on restrictive assumptions about asset return distributions limits its…

Portfolio Management · Quantitative Finance 2025-04-17 Savita Pareek , Sujit K. Ghosh

We study the dependence structure of market states by estimating empirical pairwise copulas of daily stock returns. We consider both original returns, which exhibit time-varying trends and volatilities, as well as locally normalized ones,…

Statistical Finance · Quantitative Finance 2015-09-30 Desislava Chetalova , Marcel Wollschläger , Rudi Schäfer

Finding parametric models that accurately describe the dependence structure of observed data is a central task in the analysis of time series. Classical frequency domain methods provide a popular set of tools for fitting and diagnostics of…

Methodology · Statistics 2019-01-18 Stefan Birr , Tobias Kley , Stanislav Volgushev

Measures of tail dependence between random variables aim to numerically quantify the degree of association between their extreme realizations. Existing tail dependence coefficients (TDCs) are based on an asymptotic analysis of relevant…

Applications · Statistics 2021-06-11 Davide Lauria , Svetlozar T. Rachev , A. Alexandre Trindade

Frequency domain methods form a ubiquitous part of the statistical toolbox for time series analysis. In recent years, considerable interest has been given to the development of new spectral methodology and tools capturing dynamics in the…

Statistics Theory · Mathematics 2022-12-23 Yuichi Goto , Tobias Kley , Ria Van Hecke , Stanislav Volgushev , Holger Dette , Marc Hallin

Signals coming from multivariate higher order conditional moments as well as the information contained in exogenous covariates, can be effectively exploited by rational investors to allocate their wealth among different risky investment…

Portfolio Management · Quantitative Finance 2016-01-21 Mauro Bernardi , Leopoldo Catania

Classical models for multivariate or spatial extremes are mainly based upon the asymptotically justified max-stable or generalized Pareto processes. These models are suitable when asymptotic dependence is present, i.e., the joint tail…

Methodology · Statistics 2021-05-13 Zhongwei Zhang , Raphaël Huser , Thomas Opitz , Jennifer L. Wadsworth

Copulas provide an attractive approach for constructing multivariate distributions with flexible marginal distributions and different forms of dependences. Of particular importance in many areas is the possibility of explicitly forecasting…

Methodology · Statistics 2018-05-22 Feng Li , Yanfei Kang

We address an important yet challenging problem - modeling high-dimensional dependencies across multivariates such as financial indicators in heterogeneous markets. In reality, a market couples and influences others over time, and the…

Statistical Finance · Quantitative Finance 2023-05-16 Jia Xu , Longbing Cao

We analyze the statistical dependency structure of the S&P 500 constituents in the 4-year period from 2007 to 2010 using intraday data from the New York Stock Exchange's TAQ database. With a copula-based approach, we find that the…

Statistical Finance · Quantitative Finance 2015-05-27 Michael C. Münnix , Rudi Schäfer

In situations where both extreme and non-extreme data are of interest, modelling the whole data set accurately is important. In a univariate framework, modelling the bulk and tail of a distribution has been extensively studied before.…

Methodology · Statistics 2023-10-11 Lídia M. André , Jennifer L. Wadsworth , Adrian O'Hagan

This paper explores the dependence modeling of financial assets in a dynamic way and its critical role in measuring risk. Two new methods, called Accelerated Moving Window method and Bottom-up method are proposed to detect the change of…

Risk Management · Quantitative Finance 2019-08-15 Yali Dou , Haiyan Liu , Georgios Aivaliotis

This paper introduces a new class of observation driven dynamic models. The time evolving parameters are driven by innovations of copula form. The resulting models can be made strictly stationary and the innovation term is typically chosen…

Methodology · Statistics 2021-04-05 Landan Zhang , Michael K. Pitt , Robert Kohn

All too often measuring statistical dependencies between financial time series is reduced to a linear correlation coefficient. However this may not capture all facets of reality. We study empirical dependencies of daily stock returns by…

Statistical Finance · Quantitative Finance 2017-09-01 Marcel Wollschläger , Rudi Schäfer

Oil is perceived as a good diversification tool for stock markets. To fully understand this potential, we propose a new empirical methodology that combines generalized autoregressive score copula functions with high frequency data and…

Statistical Finance · Quantitative Finance 2015-02-11 Krenar Avdulaj , Jozef Barunik

Multivariate volatility modeling and forecasting are crucial in financial economics. This paper develops a copula-based approach to model and forecast realized volatility matrices. The proposed copula-based time series models can capture…

Statistical Finance · Quantitative Finance 2020-02-21 Wenjing Wang , Minjing Tao

We propose a new copula model that can be used with replicated spatial data. Unlike the multivariate normal copula, the proposed copula is based on the assumption that a common factor exists and affects the joint dependence of all…

Applications · Statistics 2016-12-08 Pavel Krupskii , Raphael Huser , Marc G. Genton

In this article we review existing literature on dynamic copulas and then propose an n-copula which varies in time and space. Our approach makes use of stochastic differential equations, and gives rise to a dynamic copula which is able to…

Statistics Theory · Mathematics 2008-12-18 Glenis Crane

We introduce a class of copulas that we call Principal Component Copulas (PCCs). This class combines the strong points of copula-based techniques with principal component analysis (PCA), which results in flexibility when modelling tail…

Risk Management · Quantitative Finance 2025-09-09 K. B. Gubbels , J. Y. Ypma , C. W. Oosterlee

This paper introduces an innovative method for constructing copula models capable of describing arbitrary non-monotone dependence structures. The proposed method enables the creation of such copulas in parametric form, thus allowing the…

Methodology · Statistics 2024-03-26 Manfred Marvin Marchione , Fabio Baione
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