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Regular version of the site
2024/2025

R Programming and Applications to Finance

Type: Mago-Lego
When: 3 module
Open to: students of all HSE University campuses
Instructors: Alexey Masyutin
Language: English
ECTS credits: 3
Contact hours: 32

Course Syllabus

Abstract

The goal of this course is to introduce R programming for financial applications, focusing on Bayesian Methods, Big Data analysis, Volatility Modelling, Market Risk Management, Option Pricing and Portfolio Optimization. The course wants to bridge the gap between theory and practice and the applied aspects of financial models are emphasized throughout the course. The practical part contains many realworld cases for which R is an indispensable tool. Pre-requisites: We assume that the students have a background in statistics and econometrics. An introduction to the basic concepts of financial modelling will be provided.
Learning Objectives

Learning Objectives

  • At the conclusion of the course, students should be able to have:  Capability of self-development of new research methods, changing the scientific and production profile of activities
  • At the conclusion of the course, students should be able to have:  Capability of self-development of new research methods, changing the scientific and production profile of activities
  •  Ability to use modern information technologies and software in professional activities, to set tasks for specialists in the development of R software for solving professional problems.
  •  Ability to prepare analytical materials for the assessment of economic policy and strategic decisionmaking at the micro-and macro-level.
  •  Ability to forecast the main socio-economic indicators of the enterprise, industry, region and the economy as a whole.
  •  Ability to make economic and financial organizational and managerial decisions in professional activities
Expected Learning Outcomes

Expected Learning Outcomes

  • be able to backtest risk measures with R
  • be able to compute Mean-Variance optimal portfolios with R
  • be able to compute risk optimal portfolios with R
  • be able to implement basic techniques like OLS or logit
  • be able to implement the basics of Bayesian methods in R
  • be able to use the basic data types in R and to manipulate them
  • compute market risk measures in R
  • create advance graphics with ggplot2
  • handle and clean large datasets with R
Course Contents

Course Contents

  • Data manipulation with R
  • Time series with ARIMA
  • Time series with ETS/UCM
  • R methods for Volatility Modelling and Market Risk Management
  • Reporting with R
  • R methods for Portfolio Management
  • R methods for Credit Risk Management
Assessment Elements

Assessment Elements

  • non-blocking take-home assessment
  • non-blocking final exam
Interim Assessment

Interim Assessment

  • 2024/2025 3rd module
    0.7 * final exam + 0.3 * take-home assessment
Bibliography

Bibliography

Recommended Core Bibliography

  • Andrew Ellis, Yohan Chalabi, Rmetrics Packages, Diethelm Würtz, & William Chen. (2009). Portfolio Optimization with R/Rmetrics Rmetrics Association & Finance Online. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.1F1CBB2F

Recommended Additional Bibliography

  • Quantitative finance with R and cryptocurrencies, Fantazzini, D., 2019

Authors

  • FANTAZZINI DEAN -
  • Masyutin Aleksey Aleksandrovich