Chapter 14: Latent Factor Models

Stochastic Discount Factors, No-Arbitrage Moments, and HJ Distance intermediate

A stochastic discount factor is the object that prices everything at once. If it fails, the failure shows up as a portfolio the model misprices.

A stochastic discount factor is the object that prices everything at once. If it fails, the failure shows up as a portfolio the model misprices.

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References

The Elements of Quantitative Investing
Giuseppe A. Paleologo (2025) — John Wiley & Sons
Deep Learning in Asset Pricing
Luyang Chen, Markus Pelger, Jason Zhu (2021)
Factor Models, Machine Learning, and Asset Pricing
Stefano Giglio, Bryan Kelly, Dacheng Xiu (2022) — Annual Review of Financial Economics