CFA Level II · Quantitative Methods · Free Lesson

Model Misspecification

Free CFA Level II lesson in Quantitative Methods. 13 min read, ~2,004 words.

A regression can report a 0.88 R-squared, a wildly significant F-statistic, and still be useless. Broken assumptions do not break the fit; they break the standard errors, and the standard errors are what you use to make decisions.

Model specification is the set of variables you include plus the functional form of the equation. Five principles govern it. The model should rest on economic reasoning for each variable. It should be parsimonious, meaning every regressor earns its place. It should perform out of sample, not just on training data (a model that fails here is overfit). Its functional form should match the true relationship. And it should satisfy the regression assumptions.

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Common mistakes

Bottom line

Exam shortcut

Read the symptom, name the violation. Significant F with insignificant t-statistics and a high R-squared is always multicollinearity; compute or read the VIF and check it against 5 and 10. Residual spread widening or narrowing with the x-variable is heteroskedasticity; the BP p-value below 0.05 seals it. Time-series data plus a mention of persistent residual signs is serial correlation; the BG test is your tool.

The full lesson (about 2,004 words, 13 min read) adds 2 worked examples, all 5 common mistakes, a self-check, free in the app.

Learning objectives

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