Chapter 14: Latent Factor Models

Random Matrix Theory for PCA in Finance advanced

In a high-dimensional return panel, a large eigenvalue may reflect latent structure, or it may just be the geometry of estimation noise.

In a high-dimensional return panel, a large eigenvalue may reflect latent structure, or it may just be the geometry of estimation noise.

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References

The Elements of Quantitative Investing
Giuseppe A. Paleologo (2025) — John Wiley & Sons
Phase transition of the largest eigenvalue for nonnull complex sample covariance matrices
Jinho Baik, Gérard Ben Arous, Sandrine Péché (2005) — The Annals of Probability