PROGRAM
SESSION I: UNIVARIATE AND MULTIVARIATE CONDITIONAL MEAN FORECASTING
Estimation and forecasting: ARMA (p,q) Processes, Exponential Smoothing (ES), Holt-Winter’s ES (HWES)
Forecast Evaluation: ME, MAE, MSE, RMSE, Theil’s U, Diebold-Mariano test. Combination of Forecasts
Vector Autoregressive (VAR) models to model interdependencies
Empirical Applications: modelling and forecasting returns and equity premium, term structure and the bond markets, foreign exchange rates. Yield curve forecasting
SESSION II: VOLATILITY MODELS: GARCH
Analysis of financial time series features: stationarity, autocorrelation, conditional heteroscedasticity, fat tails
Modelling and forecasting asset returns volatility with univariate ARCH and GARCH models:
ARCH, GARCH, GARCH-in-mean
Integrated GARCH
RiskMetrics
Modelling asymmetric shock impacts on volatility with asymmetric GARCH models:
SAARCH
EGARCH
GJR
TGARCH
APARCH
News Impact Curve
SESSIONS III / IV: MULTIVARIATE VOLATILITY (MGARCH) MODELS. CONDITIONAL CORRELATION MODELS AND CONTAGION
Modelling cross-markets correlations and testing for volatility spillovers with:
Diagonal VECH (DVECH)
Constant Conditional Correlation (CCC)
Dynamic Conditional Correlation (DCC) models
Assessing contagion in fi nancial markets. Testing for high moments contagion cross-market correlation coeffi cients, Markov switching regressions, higher moments contagion
Empirical applications: forecasting volatility and correlations in fi nancial markets. Contagion between markets
SESSION V: FACTOR MODELS
Static and dynamic factors, factor estimation, determining the number of factors, nonstationary factor models
Identifying global, asset related and country specific factors in data with a large number of assets with principal component analysis and static and dynamic factor models
Applications of factor analysis to (bond and asset) portfolio management, stock liquidity and its determinants
SESSION VI: RISK MANAGEMENT TOOLS
Porfolio Value-at-Risk (VaR)
Parametric VaR
Historical simulation VaR
Monte Carlo VaR
Expected Shortfall (ES) and Tail Risk (TR)
Backtesting procedures
Unconditional coverage
Independence
Conditional coverage
Duration based tests of independence
USEFUL TEXTS
S. Boffelli and G. Urga (2016), Financial Econometrics Using Stata. Stata Press Publication.