Syllabus

Week Date Topic Preparation Exercise
7 Mon Feb 9 Kick-off Complete all technical prerequisites 0
Thu Feb 12 Asset prices
8 Mon Feb 16 Optimal portfolio choice Chapter 3 in R for Data Science (data transformation), Sections 2.1 and 3.1 of Portfolio Choice Problems 1
Thu Feb 19 Optimal portfolio choice Introduction and Section 1 of Risk Reduction in Large Portfolios 2
9 Thu Feb 26 Multifactor models Chapters 7 and 8 of Empirical Asset Pricing: The Cross-Section of Stock Returns 3, 4
Fri Feb 27 MA 1 released Quarto
10 Mon Mar 2 Reproducibility crisis FT article: “The hidden ‘replication crisis’ of finance” 5
Thu Mar 5 Reproducibility crisis
Sat Mar 7 MA 1 deadline
11 Thu Mar 12 ML in Finance
12 Mon Mar 16 ML in Finance Empirical asset pricing via Machine Learning 6
Thu Mar 19 ML in Finance 7
13 Thu Mar 26 ML in Finance 8
Easter break (W14)
Fri Apr 3 MA 2 released
15 Tue Apr 7 Volatility estimation 9
Thu Apr 9 Volatility estimation
Sun Apr 12 MA 2 deadline (8pm)
16 Mon Apr 13 Volatility estimation
17 Thu Apr 23 Portfolio optimization 10
18 Mon Apr 27 Parametric Portfolio Choice
Thu Apr 30 High-frequency econometrics
Fri May 1 MA 3 released
19 Thu May 7 Guest lecture: Cilie Feldager Chief GenAI Model Evaluation Expert (Danske Bank)
Sun May 10 MA 3 deadline (8pm)
20 Mon May 11 High-frequency econometrics
21 Tue May 19 High-frequency econometrics
Thu May 21 Q&A