ECON 424/CFRM 462 Introduction to Computational Finance and Financial Econometrics



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ECON 424/CFRM 462 Introduction to Computational Finance and Financial Econometrics Eric Zivot Savery 348, email:ezivot@uw.edu, phone 543-6715 http://faculty.washington.edu/ezivot OH: Th 3:30-4:30 TA: Ming He (Hem611@uw.edu) Eric Zivot ECON 424:Intro 1

About Me Robert Richards Chaired Professor of Economics Adjunct Professor of Finance (Foster Business School), Adjunct Professor of Statistics, Adjunct Professor of Applied Mathematics Co-Director of UW MS Degree Program in Computational Finance and Risk Management UC Berkeley undergrad: Econ and Stat double major Yale Ph.D. with emphasis in Econometrics and Finance Co-author of Modeling Financial Time Series with S-PLUS, Springer-Verlag and writing Modeling Financial Time Series with R, to be published by Springer-Verlag, October 2014 Consultant to BlackRock Alternative Advisors (7 years) E. Zivot ECON 424:Intro 2

Course Material on the Web ECON 424 Class Webpage: faculty.washington.edu/ezivot/econ424/econ424.htm» Official course page» Lecture notes, class slides and R programs ECON 424/CFRM 462 Canvas site canvas.uw.edu» Homework uploads» Discussion boards» Videos Course material will be mirrored on Canvas site. Coursera course (online videos)» www.coursera.org E. Zivot ECON 424:Intro 3

Add Codes If you are not registered for econ 424/CFRM 462 but wish to get into the course, you must sign up on an add code request sheet Advisors will check prerequisites, major, graduation year etc and tell me which students can be let into the course I will cap enrollment at room capacity Eric Zivot ECON 424:Intro 4

COURSE MECHANICS (see syllabus on webpage) Course content Prerequisites: math, stat, microeconomic theory Text:» introduction to Computational Finance and Financial Econometrics, by Eric Zivot (manuscript in preparation)» Statistics and Data Analysis for Financial Engineering, by David Ruppert, Springer-Verlag, 2010. Free e-book from UW library. Additional Readings online. Exam Review: Several sets of past exams have been posted on the class web site Software: Excel, R» Excel is available on computers throughout campus» Download R from www.r-project.org» Highly recommended to use RStudio from www.rstudio.com Exams, homework, class project» HW due every Tuesday at 8pm (online via Canvas) ECON 424:Intro Eric Zivot 5

Introduction to Computational Finance and Financial Econometrics with examples in R Textbook in preparation based on course lecture notes Chapters are posted on the class webpage Feedback is welcomed and encouraged! E. Zivot ECON 424:Intro 6

Statistics and Data Analysis for Financial Engineering Excellent statistical treatment of financial data with R integration Extensive revision of earlier book Statistics and Finance: An Introduction Used also in AMATH 542, Financial Data Modeling and Analysis in R E. Zivot ECON 424:Intro 7

R Cookbook No-nonsense guide to R with more than 200 practical recipes helps you perform data analysis with R quickly and efficiently. Written by R finance quant Paul Teetor E. Zivot ECON 424:Intro 8

A Beginner s Guide to R Gentle introduction to R programming and graphics language Not a book about statistical analysis with R Short, concise chapters E. Zivot ECON 424:Intro 9

Brief History of R R is a language and environment for statistical computing and graphics R is based on the S language originally developed by John Chambers and colleagues at AT&T Bell Labs in the late 1970s and early 1980s R (sometimes called GNU S ) is free open source software licensed under the GNU general public license (GPL 2) R development was initiated by Robert Gentleman and Ross Ihaka at the University of Auckland, New Zealand R is formally known as The R Project for Statistical Computing www.r-project.org ECON 424:Intro 10

What is R great at? Data analysis Data Manipulation Data Visualization Statistical Modeling and Programming ECON 424:Intro 11

S Language Implementations R is the most recent and full-featured implementation of the S language Original S - AT & T Bell Labs S-PLUS (S plus a GUI) Statistical Sciences, Inc.» Mathsoft, Inc., Insightful, Inc., Tibco, Inc. R - The R Project for Statistical Computing ECON 424:Intro 12

The R Foundation The R Foundation is the non-profit organization located in Vienna, Austria which is responsible for developing and maintaining R» Hold and administer the copyright of R software and documentation» Support continued development of R» Organize meetings and conferences related to statistical computing ECON 424:Intro 13

R Homepage http://www.rproject.org List of CRAN mirror sites Manuals FAQs Mailing Lists Links ECON 424:Intro 14

CRAN Comprehensive R Archive Network http://cran.fhcrc.org CRAN Mirrors» About 100 sites worldwide» About 25 sites in US R Binaries R Packages R Sources Task Views ECON 424:Intro 15

CRAN Task Views Organizes 6000+ R packages by application Relevant tasks computational finance:» Distributions» Econometrics» Finance» MachineLearning» Multivariate» Time Series ECON 424:Intro 16

Other Useful R Sites R Seek R specific search site:» http://www.rseek.org/ R Bloggers Aggregation of about 100 R blogs:» http://www.r-bloggers.com Stack Overflow Excellent developer Q&A forum» http://stackoverflow.com R Graph Gallery Examples of many possible R graphs» http://addictedtor.free.fr/graphiques Inside-R R community site by Revolution Analytics» http://www.inside-r.org DataCamp Learn R online interactively» https://www.datacamp.com/ ECON 424:Intro 17