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This research mainly explores the characteristics of different strategies and whether VIX INDEX positively influences the investment portfolio in any period. Our portfolio has six significant cryptocurrencies, VIX INDEX and gold. We perform…

Portfolio Management · Quantitative Finance 2022-11-17 Jiahao Cui , Qiushi Li , Yuezhi Pen

The vast majority of market impact studies assess each product individually, and the interactions between the different order flows are disregarded. This strong approximation may lead to an underestimation of trading costs and possible…

Trading and Market Microstructure · Quantitative Finance 2017-03-08 Michael Benzaquen , Iacopo Mastromatteo , Zoltan Eisler , Jean-Philippe Bouchaud

We develop a new analysis for portfolio optimisation with options, tackling the three fundamental issues with this problem: asymmetric options' distributions, high dimensionality and dependence structure. To do so, we propose a new…

Portfolio Management · Quantitative Finance 2024-09-10 Jonathan Raimana Chan , Thomas Huckle , Antoine Jacquier , Aitor Muguruza

Much of interesting complex biological behaviour arises from collective properties. Important information about collective behaviour lies in the time and space structure of fluctuations around average properties, and two-point correlation…

Quantitative Methods · Quantitative Biology 2022-02-17 Tomás S. Grigera

Diversification return is an incremental return earned by a rebalanced portfolio of assets. The diversification return of a rebalanced portfolio is often incorrectly ascribed to a reduction in variance. We argue that the underlying source…

Portfolio Management · Quantitative Finance 2011-09-07 Scott Willenbrock

The portfolio optimization problem in which the variances of the return rates of assets are not identical is analyzed in this paper using the methodology of statistical mechanical informatics, specifically, replica analysis. We define two…

Portfolio Management · Quantitative Finance 2016-12-15 Takashi Shinzato

Previous literature shows that prevalent risk measures such as Value at Risk or Expected Shortfall are ineffective to curb excessive risk-taking by a tail-risk-seeking trader with S-shaped utility function in the context of portfolio…

Portfolio Management · Quantitative Finance 2020-11-09 John Armstrong , Damiano Brigo , Alex S. L. Tse

We study correlation measures for complex systems. First, we investigate some recently proposed measures based on information geometry. We show that these measures can increase under local transformations as well as under discarding…

Adaptation and Self-Organizing Systems · Physics 2012-04-20 Tobias Galla , Otfried Gühne

In portfolio optimization problems, the minimum expected investment risk is not always smaller than the expected minimal investment risk. That is, using a well-known approach from operations research, it is possible to derive a strategy…

Portfolio Management · Quantitative Finance 2016-12-15 Takashi Shinzato

Correlations between random variables play an important role in applications, e.g.\ in financial analysis. More precisely, accurate estimates of the correlation between financial returns are crucial in portfolio management. In particular,…

Methodology · Statistics 2014-01-31 Pedro Galeano , Dominik Wied

In recent years, the economic policy of privatization, which is defined as the transfer of property or responsibility from public sector to private sector, is one of the global phenomenon that increases use of markets to allocate resources.…

General Finance · Quantitative Finance 2008-12-02 M. Vahabi , G. R. Jafari

The composition of natural liquidity has been changing over time. An analysis of intraday volumes for the S&P500 constituent stocks illustrates that (i) volume surprises, i.e., deviations from their respective forecasts, are correlated…

Trading and Market Microstructure · Quantitative Finance 2018-11-15 Seungki Min , Costis Maglaras , Ciamac C. Moallemi

Pearson's correlation is an important summary measure of the amount of dependence between two variables. It is natural to want to generalise the concept of correlation as a single number that measures the inter-relatedness of three or more…

Methodology · Statistics 2020-03-06 Benjamin M. Taylor

We consider insurance derivatives depending on an external physical risk process, for example a temperature in a low dimensional climate model. We assume that this process is correlated with a tradable financial asset. We derive optimal…

Pricing of Securities · Quantitative Finance 2008-12-10 Stefan Ankirchner , Peter Imkeller , Alexandre Popier

When the available statistical information is imperfect, it is dangerous to follow standard optimisation procedures to construct an optimal portfolio, which usually leads to a strong concentration of the weights on very few assets. We…

Statistical Mechanics · Physics 2008-12-02 Jean-Philippe Bouchaud , Marc Potters , Jean-Pierre Aguilar

We explore a decomposition in which returns on a large class of portfolios relative to the market depend on a smooth non-negative drift and changes in the asset price distribution. This decomposition is obtained using general continuous…

Portfolio Management · Quantitative Finance 2018-10-31 Ricardo T. Fernholz , Caleb Stroup

The minimum spanning tree is used to study the process of market integration for a large group of national stock market indices. We show how the asset tree evolves over time and describe the dynamics of its normalized length, mean…

Physics and Society · Physics 2008-02-23 Ricardo Coelho , Claire G. Gilmore , Brian Lucey , Peter Richmond , Stefan Hutzler

Operational risk is challenging to quantify because of the broad range of categories (fraud, technological issues, natural disasters) and the heavy-tailed nature of realized losses. Operational risk modeling requires quantifying how these…

Applications · Statistics 2023-06-29 Maurice L. Brown , Cheng Ly

We investigate whether sophisticated volatility estimation improves the out-of-sample performance of mean-variance portfolio strategies relative to the naive 1/N strategy. The portfolio strategies rely solely upon second moments. Using a…

General Finance · Quantitative Finance 2022-02-15 Michael Curran , Patrick O'Sullivan , Ryan Zalla

It is well known that there are asymmetric dependence structures between financial returns. In this paper we use a new nonparametric measure of local dependence, the local Gaussian correlation, to improve portfolio allocation. We extend the…

Portfolio Management · Quantitative Finance 2021-06-24 Anders D. Sleire , Bård Støve , Håkon Otneim , Geir Drage Berentsen , Dag Tjøstheim , Sverre Hauso Haugen