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We study the performance of various agent strategies in an artificial investment scenario. Agents are equipped with a budget, $x(t)$, and at each time step invest a particular fraction, $q(t)$, of their budget. The return on investment…

Portfolio Management · Quantitative Finance 2009-11-13 J. Emeterio Navarro Barrientos , Frank E. Walter , Frank Schweitzer

In this study, we have developed a dynamic asset allocation investment strategy using reinforcement learning techniques. To begin with, we have addressed the crucial issue of incorporating non-stationarity of financial time series data into…

Portfolio Management · Quantitative Finance 2023-11-10 Yasuhiro Nakayama , Tomochika Sawaki

Changes in market conditions present challenges for investors as they cause performance to deviate from the ranges predicted by long-term averages of means and covariances. The aim of conditional asset allocation strategies is to overcome…

General Finance · Quantitative Finance 2022-11-03 Reza Bradrania , Davood Pirayesh Neghab

We introduce a novel theoretical framework for Return On Investment (ROI) maximization in repeated decision-making. Our setting is motivated by the use case of companies that regularly receive proposals for technological innovations and…

Machine Learning · Computer Science 2021-12-24 Nicolò Cesa-Bianchi , Tommaso Cesari , Yishay Mansour , Vianney Perchet

This paper studies a continuous-time market {under stochastic environment} where an agent, having specified an investment horizon and a target terminal mean return, seeks to minimize the variance of the return with multiple stocks and a…

Portfolio Management · Quantitative Finance 2013-02-28 Wan-Kai Pang , Yuan-Hua Ni , Xun Li , Ka-Fai Cedric Yiu

Automated investment managers, or robo-advisors, have emerged as an alternative to traditional financial advisors. The viability of robo-advisors crucially depends on their ability to offer personalized financial advice. We introduce a…

Portfolio Management · Quantitative Finance 2020-11-25 Agostino Capponi , Sveinn Olafsson , Thaleia Zariphopoulou

We present analytical investigations of a multiplicative stochastic process that models a simple investor dynamics in a random environment. The dynamics of the investor's budget, $x(t)$, depends on the stochasticity of the return on…

Portfolio Management · Quantitative Finance 2009-11-13 Emeterio Navarro , Ruben Cantero , Joao Rodrigues , Frank Schweitzer

We study a model of irreversible investment for a decision-maker who has the possibility to gradually invest in a project with unknown value. In this setting, we introduce and explore a feature of "learning-by-doing", where the learning…

Optimization and Control · Mathematics 2024-06-25 Erik Ekström , Yerkin Kitapbayev , Alessandro Milazzo , Topias Tolonen-Weckström

When we implement a portfolio selection methodology under a mean-risk formulation, it is essential to correctly model investors' risk aversion which may be time-dependent, or even state-dependent during the investment procedure. In this…

Portfolio Management · Quantitative Finance 2015-08-04 Xiangyu Cui , Xun Li , Duan Li , Yun Shi

We revisit the Stochastic Knapsack problem, where a policy-maker chooses an execution order for jobs with fixed values and stochastic running-times, aiming to maximize the value completed by a deadline. Dean et al. (FOCS'04) show that…

Computer Science and Game Theory · Computer Science 2026-02-18 Zohar Barak , Asnat Berlin , Ilan Reuven Cohen , Alon Eden , Omri Porat , Inbal Talgam-Cohen

Robo-advisors (RAs) are automated portfolio management systems that complement traditional financial advisors by offering lower fees and smaller initial investment requirements. While most existing RAs rely on static, one-period allocation…

Portfolio Management · Quantitative Finance 2026-01-15 Tomasz R. Bielecki , Igor Cialenco

Robots that are trained to perform a task in a fixed environment often fail when facing unexpected changes to the environment due to a lack of exploration. We propose a principled way to adapt the policy for better exploration in changing…

Robotics · Computer Science 2019-05-10 Xingyu Lin , Pengsheng Guo , Carlos Florensa , David Held

Financial markets tend to switch between various market regimes over time, making stationarity-based models unsustainable. We construct a regime-switching model independent of asset classes for risk-adjusted return predictions based on…

Computational Finance · Quantitative Finance 2021-07-13 Nicklas Werge

We propose a model for equity trading in a population of agents where each agent acts to achieve his or her target stock-to-bond ratio, and, as a feedback mechanism, follows a market adaptive strategy. In this model only a fraction of…

Trading and Market Microstructure · Quantitative Finance 2018-11-14 Misha Perepelitsa , Ilya Timofeyev

Background: Chronic diseases impose a sustained burden on healthcare systems through progressive deterioration and long-term costs. Although adherence-enhancing interventions are widely promoted, their return on investment (ROI) remains…

General Finance · Quantitative Finance 2025-10-09 Jinho Cha , Eunchan D. Cha , Emily Yoo , Hyoshin Song

We design an optimal strategy for investment in a portfolio of assets subject to a multiplicative Brownian motion. The strategy provides the maximal typical long-term growth rate of investor's capital. We determine the optimal fraction of…

Statistical Mechanics · Physics 2008-12-02 Sergei Maslov , Yi-Cheng Zhang

We find economically and statistically significant gains when using machine learning for portfolio allocation between the market index and risk-free asset. Optimal portfolio rules for time-varying expected returns and volatility are…

Portfolio Management · Quantitative Finance 2021-11-05 Michael Pinelis , David Ruppert

We consider adaptive decision-making problems where an agent optimizes a cumulative performance objective by repeatedly choosing among a finite set of options. Compared to the classical prediction-with-expert-advice set-up, we consider…

Machine Learning · Computer Science 2023-04-10 Michael Muehlebach

We consider a stochastic model of investment on an asset of a stock market for a prudent investor. She decides to buy permanent goods with a fraction $\a$ of the maximum amount of money owned in her life in order that her economic level…

Disordered Systems and Neural Networks · Physics 2009-09-25 R. Baviera , M. Pasquini , M. Serva , A. Vulpiani

Adaptive behavior in volatile environments requires agents to switch among value-control regimes across latent contexts, but maintaining separate preferences, policy biases, and action-confidence parameters for every situation is…

Machine Learning · Computer Science 2025-12-16 Jacob Poschl
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