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We introduce a class of relative error decomposition measures that are well-suited for the analysis of shocks in nonlinear dynamic models. They include the Forecast Relative Error Decomposition (FRED), Forecast Error Kullback Decomposition…

Econometrics · Economics 2024-06-26 Christian Gourieroux , Quinlan Lee

The success of a cross-sectional systematic strategy depends critically on accurately ranking assets prior to portfolio construction. Contemporary techniques perform this ranking step either with simple heuristics or by sorting outputs from…

Trading and Market Microstructure · Quantitative Finance 2020-12-15 Daniel Poh , Bryan Lim , Stefan Zohren , Stephen Roberts

Artificial intelligence is transforming financial investment decision-making frameworks, with deep reinforcement learning demonstrating substantial potential in robo-advisory applications. This paper addresses the limitations of traditional…

Portfolio Management · Quantitative Finance 2025-02-24 Gang Huang , Xiaohua Zhou , Qingyang Song

Dynamic trading strategies, in the spirit of trend-following or mean-reversion, represent an only partly understood but lucrative and pervasive area of modern finance. Assuming Gaussian returns and Gaussian dynamic weights or signals,…

Portfolio Management · Quantitative Finance 2019-06-05 Nick Firoozye , Adriano Koshiyama

We attempt to mitigate the persistent tradeoff between risk and return in medium- to long-term portfolio management. This paper proposes a novel LLM-guided no-regret portfolio allocation framework that integrates online learning dynamics,…

Portfolio Management · Quantitative Finance 2026-01-27 Muhammad Abro , Hassan Jaleel

This paper introduces a high frequency trade execution model to evaluate the economic impact of supervised machine learners. Extending the concept of a confusion matrix, we present a 'trade information matrix' to attribute the expected…

Trading and Market Microstructure · Quantitative Finance 2017-12-06 Matthew F Dixon

Risk Limiting Dispatch (RLD) was proposed recently as a mechanism that utilizes information and market recourse to reduce reserve capacity requirements, emissions and achieve other system operator objectives. It induces a set of simple…

Optimization and Control · Mathematics 2012-12-04 Junjie Qin , Han-I Su , Ram Rajagopal

This paper develops a robust dynamic mode decomposition (RDMD) method endowed with statistical and numerical robustness. Statistical robustness ensures estimation efficiency at the Gaussian and non-Gaussian probability distributions,…

Methodology · Statistics 2022-07-08 Amir Hossein Abolmasoumi , Marcos Netto , Lamine Mili

This paper re-visits the spectral method for learning latent variable models defined in terms of observable operators. We give a new perspective on the method, showing that operators can be recovered by minimizing a loss defined on a finite…

Machine Learning · Computer Science 2012-07-03 Borja Balle , Ariadna Quattoni , Xavier Carreras

The realm of High-Frequency Trading (HFT) is characterized by rapid decision-making processes that capitalize on fleeting market inefficiencies. As the financial markets become increasingly competitive, there is a pressing need for…

Trading and Market Microstructure · Quantitative Finance 2023-11-21 Soumyadip Sarkar

This study develops and evaluates a deep reinforcement learning framework for dynamic portfolio allocation across global equity markets. The Soft Actor-Critic algorithm is used to learn continuous portfolio weights within a Markov Decision…

Portfolio Management · Quantitative Finance 2026-05-19 Kamil Kashif , Robert Ślepaczuk

Traditional Long Short-Term Memory (LSTM) networks are effective for handling sequential data but have limitations such as gradient vanishing and difficulty in capturing long-term dependencies, which can impact their performance in dynamic…

Computational Engineering, Finance, and Science · Computer Science 2026-04-29 Faezeh Sarlakifar , Mohammadreza Mohammadzadeh Asl , Sajjad Rezvani Khaledi , Armin Salimi-Badr

Recent advances in reinforcement learning, such as Dynamic Sampling Policy Optimization (DAPO), show strong performance when paired with large language models (LLMs). Motivated by this success, we ask whether similar gains can be realized…

Computational Engineering, Finance, and Science · Computer Science 2025-05-27 Ruijian Zha , Bojun Liu

The private collection of multiple statistics from a population is a fundamental statistical problem. One possible approach to realize this is to rely on the local model of differential privacy (LDP). Numerous LDP protocols have been…

Cryptography and Security · Computer Science 2023-08-02 Héber H. Arcolezi , Sébastien Gambs , Jean-François Couchot , Catuscia Palamidessi

Planning based on long and short term time series forecasts is a common practice across many industries. In this context, temporal aggregation and reconciliation techniques have been useful in improving forecasts, reducing model…

Machine Learning · Computer Science 2022-01-31 Himanshi Charotia , Abhishek Garg , Gaurav Dhama , Naman Maheshwari

Sketches are widely used for frequency estimation of data with a large domain. However, sketches-based frequency estimation faces more challenges when considering privacy. Local differential privacy (LDP) is a solution to frequency…

Cryptography and Security · Computer Science 2022-11-22 Meifan Zhang , Sixin Lin , Lihua Yin

The Sharpe ratio, which is defined as the ratio of the excess expected return of an investment to its standard deviation, has been widely cited in the financial literature by researchers and practitioners. However, very little attention has…

Statistics Theory · Mathematics 2008-12-02 Hwai-Chung Ho

Algorithmic trading requires short-term tactical decisions consistent with long-term financial objectives. Reinforcement Learning (RL) has been applied to such problems, but adoption is limited by myopic behaviour and opaque policies. Large…

Machine Learning · Computer Science 2025-10-28 Adam Darmanin , Vince Vella

Local differential privacy (LDP), a technique applying unbiased statistical estimations instead of real data, is often adopted in data collection. In particular, this technique is used with frequency oracles (FO) because it can protect each…

Cryptography and Security · Computer Science 2022-03-29 Dan Zhao , Suyun Zhao , Ruixuan Liu , Cuiping Li , Wenjuan Liang , Hong Chen

We consider the multi-period portfolio optimization problem with a single asset that can be held long or short. Due to the presence of transaction costs, maximizing the immediate reward at each period may prove detrimental, as frequent…

Optimization and Control · Mathematics 2025-02-07 Chutian Ma , Paul Smith