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arXiv research

A locally-built, LLM-digested index of recent arXiv papers in quant finance, geometry/topology, and statistical ML — keyword search served straight from SQLite on this machine.

169,181 papers · 148 categories

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4028041,2061,608 · Jun 202019922001200920182026
48 results for approximate factor models

A new covariance estimator reduces dimensionality and improves portfolio forecasting.

problem Estimating high-dimensional covariance matrices with weak factors.
method Sparse Approximate Factor (SAF) model with l1l_1-regularization.
result SAF estimator outperforms other methods in portfolio forecasting.

Develops a monitoring procedure to detect changes in large approximate factor models.

problem Detecting structural changes in large approximate factor models.
method Randomises the test statistic to create a sequence of i.i.d. statistics for monitoring changes.
result Very small probability of false detections and tight detection times of change-points.

New insights into belief propagation and Bethe approximation for factor graphs.

problem Understanding the correctness and efficiency of belief propagation and its relation to partition functions.
method Viewing factor graphs through the lens of polynomials and reformulating Bethe approximation as a polynomial optimization problem.
result For bipartite normal factor graphs, the Bethe approximation is a lower bound to the partition function under certain analytic conditions.

Efficiently learns Single-Index Models with constant factor approximation.

problem Learning Single-Index Models under L22L_2^2 loss with unknown link functions.
method An efficient algorithm using alignment sharpness for optimization.
result Achieves constant factor approximation to optimal loss for various distributions and link functions.

Proposes new models to solve portfolio selection with cardinality constraints using factor models.

problem Solving portfolio selection with cardinality constraints using factor models.
method Developed 0-1 linear models and a minimum edge-weighted clique problem to solve the cardinality constrained portfolio problem.
result Piecewise linear approximation reduces computation time for solving the quadratic problem.

This work tackles sparse coding in DLRA for interpretable multiway data.

problem Sparse coding in DLRA for interpretable multiway data.
method Proposes a new sparse-coding subproblem (MSC) and several algorithms to solve it.
result DLRA extends low-rank approximations, reducing variance and enhancing interpretability.

This paper studies optimal approximation factors in misspecified off-policy RL, identifying key factors under various settings.

problem Understanding optimal approximation factors in misspecified off-policy value function estimation.
method Examined various settings including weighted L2L_2-norm, LL_\infty norm, state aliasing, and state coverage.
result Established optimal asymptotic approximation factors for different norms and identified two instance-dependent factors for L2(μ)L_2(μ) norm.

Matrix completion and approximation are popular tools to capture a user's preferences for recommendation and to approximate missing data. Instead of using low-rank factorization we take a drastically different approach, based on the simple insight that an additive model of co-clusterings allows one to approximate matri…

2014-12-31abs ↗pdf ↗

We build a simple diagnostic criterion for approximate factor structure in large cross-sectional equity datasets. Given a model for asset returns with observable factors, the criterion checks whether the error terms are weakly cross-sectionally correlated or share at least one unobservable common factor. It only requir…

2016-12-15abs ↗pdf ↗

Paper proposes Walsh-Hadamard Variational Inference for efficient approximate inference in large models.

problem Over-regularization in variational inference for large models.
method Walsh-Hadamard factorization strategies to reduce parameterization, accelerate computations, and increase posterior expressiveness.
result Efficient approximate inference achieved in over-parameterized models.

New model reduces matrix factorization bias, yielding truly low-rank solutions.

problem Gradient descent's implicit bias in matrix factorization.
method Introducing a new factorization model with constrained factors and diagonal components.
result The new model consistently exhibits a strong implicit bias, yielding truly low-rank solutions.

We introduce a novel class of credit risk models in which the drift of the survival process of a firm is a linear function of the factors. The prices of defaultable bonds and credit default swaps (CDS) are linear-rational in the factors. The price of a CDS option can be uniformly approximated by polynomials in the fact…

2016-05-24abs ↗pdf ↗

New algorithms for high-dimensional HMMs reduce complexity by discarding non-local factors.

problem High-dimensional HMMs are computationally expensive to filter and smooth.
method Approximate filtering and smoothing via locality in factor graphs, avoiding exponential cost.
result Error bounds in local total variation norm are dimension-free, improving scalability.

The paper uses Gaussian variational approximation for high-dimensional state space models.

problem High-dimensional state space models with complex covariance structures.
method Gaussian variational approximation with dynamic factor model for reduced covariance structure.
result The approach provides a reduced and conditional independence structure for high-dimensional state vectors.

A new matrix factorization method that approximates data without requiring nonnegativity or convexity.

problem Approximating data matrices without the constraints of nonnegativity or convexity.
method A multi-objective optimization problem finds conical combinations of templates that approximate a given data matrix.
result The method allows for approximation of data sets without the usual constraints of nonnegativity or convexity.

A new method for optimizing deep neural networks using TKFAC.

problem Optimizing deep neural networks with second-order methods.
method Proposes Trace-restricted Kronecker-factored Approximate Curvature (TKFAC) for Fisher information matrix approximation.
result TKFAC improves performance on deep network architectures compared to state-of-the-art algorithms.

Second-order optimization methods such as natural gradient descent have the potential to speed up training of neural networks by correcting for the curvature of the loss function. Unfortunately, the exact natural gradient is impractical to compute for large models, and most approximations either require an expensive it…

2016-02-03abs ↗pdf ↗

The Hull-White one factor model is used to price interest rate options. The parameters of the model are often calibrated to simple liquid instruments, in particular European swaptions. It is therefore very important to have very efficient pricing formula for simple instruments. Such a formula is proposed here for Europ…

2009-01-13abs ↗pdf ↗

We consider the problem of identifying current coupons for Agency backed To-be-Announced (TBA) Mortgage Backed Securities. In a doubly stochastic factor based model which allows for prepayment intensities to depend upon current and origination mortgage rates, as well as underlying investment factors, we identify the cu…

2015-10-07abs ↗pdf ↗

QLA improves Bayesian uncertainty estimation for DNNs without increasing computational cost.

problem Overconfident out-of-distribution predictions from DNNs.
method Proposes Quadratic Laplace Approximation (QLA) to improve Bayesian uncertainty quantification.
result QLA yields modest yet consistent uncertainty estimation improvements over Linearized Laplace Approximation (LLA) on five regression datasets.

Even in the simple one-factor credit portfolio model that underlies the Basel II regulatory capital rules coming into force in 2007, the exact contributions to credit value-at-risk can only be calculated with Monte-Carlo simulation or with approximation algorithms that often involve numerical integration. As this may r…

2003-02-20abs ↗pdf ↗

We develop a Bayesian Poisson matrix factorization model for forming recommendations from sparse user behavior data. These data are large user/item matrices where each user has provided feedback on only a small subset of items, either explicitly (e.g., through star ratings) or implicitly (e.g., through views or purchas…

2013-11-07abs ↗pdf ↗

New algorithm selects best distribution privately in nearly-linear time.

problem Estimating the best distribution from samples under differential privacy constraints.
method Differentially private algorithm with nearly-linear time complexity and optimal approximation factor.
result Achieves optimal approximation factor of 3 with modest sample complexity increase.

PSMF factorizes time-varying datasets into a dictionary and time-varying coefficients.

problem Factorizing time-varying and non-stationary datasets with temporal nonlinearities.
method Probabilistic Sequential Matrix Factorization (PSMF) using nonlinear Gaussian state-space models and approximate extended Kalman filtering.
result PSMF can account for temporal nonlinearities and estimate generic subspace models.

A new model explains asset returns with a single factor, improving cross-sectional performance.

problem Understanding the cross-section of asset returns with complex models.
method Proposes a non-linear single-factor asset pricing model with a nonparametric link function estimated jointly with sieve-based estimators.
result The model delivers superior cross-sectional performance with a low-dimensional approximation of the link function.

Study error bounds and optimal schedules for Masked Diffusions with factorized approximations.

problem Analyzing trade-offs between computation and accuracy in Masked Diffusion Models.
method Provided general error bounds and identified optimal schedules based on data distribution information profiles.
result Identified optimal schedule sizes for Masked Diffusion Models.

We speed up marginal inference by ignoring factors that do not significantly contribute to overall accuracy. In order to pick a suitable subset of factors to ignore, we propose three schemes: minimizing the number of model factors under a bound on the KL divergence between pruned and full models; minimizing the KL dive…

2012-03-15abs ↗pdf ↗

The paper designs multi-factor models for rough volatility, making them easier to simulate.

problem Efficient simulation of rough volatility models due to their non-Markovian and non-semimartingale nature.
method Designs tractable multi-factor stochastic volatility models with Markovian structure.
result Derives a numerical method for solving fractional Riccati equations in rough Heston models.

We develop a fast inference method for non-conjugate Gaussian process models on spike count data.

problem Non-Gaussian spike count data complicates Gaussian Process Factor Analysis.
method We introduce Polynomial Approximate Log-Likelihood (PAL) estimators for non-conjugate GPFA models.
result PAL estimators achieve fast and accurate extraction of latent structure from spike train data.

Develops a new model for collateral choice options under stochastic rates.

problem Challenges in quantifying the value of collateral choice options under stochastic rates.
method Develops a scalable and stable stochastic model of collateral spreads under conditional independence, using a common factor approximation.
result Second order model yields accurate results for the value of the collateral choice option.

Optimizes investment portfolios with multiple correlated volatility factors.

problem Maximizing utility in a stochastic environment with multiple correlated volatility factors.
method Perturbation technique around perfectly correlated factors, reducing to single factor problem; numerical solution of linear equations.
result Approximation method reduces complexity of fully non-linear HJB equation to linear equations in lower dimension.

We consider forecasting a single time series when there is a large number of predictors and a possible nonlinear effect. The dimensionality was first reduced via a high-dimensional (approximate) factor model implemented by the principal component analysis. Using the extracted factors, we develop a novel forecasting met…

2015-05-27abs ↗pdf ↗

The paper analyzes how factorized Gaussian approximations underestimate uncertainty in variational inference.

problem Underestimation of uncertainty in variational inference using factorized Gaussian approximations.
method Examined the trade-off between shrinkage and delinking in approximating a Gaussian with a diagonal covariance matrix.
result Entropy of the factorized Gaussian approximation underestimates both componentwise variance and entropy of the original Gaussian.