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For a long investment time horizon, it is preferable to rebalance the portfolio weights at intermediate times. This necessitates a multi-period market model in which portfolio optimization is usually done through dynamic programming.…

Portfolio Management · Quantitative Finance 2024-05-29 Shubhangi Sikaria , Rituparna Sen , Neelesh S. Upadhye

This study first reviews fuzzy random Portfolio selection theory and describes the concept of portfolio optimization model as a useful instrument for helping finance practitioners and researchers. Second, this paper specifically aims at…

Optimization and Control · Mathematics 2014-02-18 Mir Ehsan Hesam Sadati , Ali Doniavi

Multi-stage optimization under uncertainty techniques can be used to solve long-term management problems. Although many optimization modeling language extensions as well as computational environments have been proposed, the acceptance of…

Optimization and Control · Mathematics 2014-04-24 Ronald Hochreiter

We consider the problem of choosing a subset of proposed road network upgrades to implement within a fixed budget in order to optimize the benefit in terms of vehicle hours travelled (VHT), and show how to render the solution of this…

Optimization and Control · Mathematics 2022-04-22 A. D. Stivala , P. J. Stuckey , M. G. Wallace

Optimal portfolio allocation is often formulated as a constrained risk problem, where one aims to minimize a risk measure subject to some performance constraints. This paper presents new Bayesian Optimization algorithms for such constrained…

Portfolio Management · Quantitative Finance 2025-03-25 Robert Millar , Jinglai Li

Optimization aims at selecting a feasible set of parameters in an attempt to solve a particular problem, being applied in a wide range of applications, such as operations research, machine learning fine-tuning, and control engineering,…

Neural and Evolutionary Computing · Computer Science 2020-12-03 Gustavo H. de Rosa , Douglas Rodrigues , João P. Papa

Sequential decision problems are often approximately solvable by simulating possible future action sequences. Metalevel decision procedures have been developed for selecting which action sequences to simulate, based on estimating the…

Artificial Intelligence · Computer Science 2014-08-12 Nicholas Hay , Stuart Russell , David Tolpin , Solomon Eyal Shimony

Multi-stage stochastic programming is a well-established framework for sequential decision making under uncertainty by seeking policies that are fully adapted to the uncertainty. Often such flexible policies are not desirable, and the…

Optimization and Control · Mathematics 2024-08-06 Beste Basciftci , Shabbir Ahmed , Nagi Gebraeel

Once there is a decision of rebalancing or updating a portfolio of funds, the process of changing the current portfolio to the target one, involves a set of transactions that are susceptible of being optimized. This is particularly relevant…

Portfolio Management · Quantitative Finance 2023-11-29 Tomás de la Rosa

In black-box optimization, a central question is which algorithm to use to solve a given, previously unseen, problem. Selecting a single algorithm, however, entails inherent risks: inaccuracies in the selector may lead to poor choices, and…

Neural and Evolutionary Computing · Computer Science 2026-04-21 Catalin-Viorel Dinu , Diederick Vermetten , Carola Doerr

Multi-stage decision-making under uncertainty, where decisions are taken under sequentially revealing uncertain problem parameters, is often essential to faithfully model managerial problems. Given the significant computational challenges…

Optimization and Control · Mathematics 2026-04-30 Simon Thomä , Maximilian Schiffer , Wolfram Wiesemann

In this paper we build a method to optimize Multi-Year Prospective Budgets. First we present a systemic model of Local Community Finances. Then, from two acceptable Multi-Year Prospective Budgets the method implements a Genetic Algorithm to…

General Finance · Quantitative Finance 2013-12-23 Emmanuel Frenod , Jean-Philippe Gouigoux , Landry Touré

Portfolio optimization is one of the most studied optimization problems at the intersection of quantum computing and finance. In this work, we develop the first quantum formulation for a portfolio optimization problem with higher-order…

Quantum Physics · Physics 2026-01-28 Valter Uotila , Julia Ripatti , Bo Zhao

Genetic Algorithms (GAs) are known for their efficiency in solving combinatorial optimization problems, thanks to their ability to explore diverse solution spaces, handle various representations, exploit parallelism, preserve good…

Neural and Evolutionary Computing · Computer Science 2023-09-29 Majid Sohrabi , Amir M. Fathollahi-Fard , Vasilii A. Gromov

Complete tree search is a highly effective method for tackling MIP problems, and over the years, a plethora of branching heuristics have been introduced to further refine the technique for varying problems. Recently, portfolio algorithms…

Artificial Intelligence · Computer Science 2013-07-19 Giovanni Di Liberto , Serdar Kadioglu , Kevin Leo , Yuri Malitsky

The article proposes a method for optimizing the structure of the software and hardware complex of an automated control system for continuous technological processes for large industrial enterprises. General information is given on the…

Systems and Control · Electrical Eng. & Systems 2026-01-21 Ruslan Zakirzyanov

Portfolio optimization is an important process in finance that consists in finding the optimal asset allocation that maximizes expected returns while minimizing risk. When assets are allocated in discrete units, this is a combinatorial…

Statistical Mechanics · Physics 2022-10-04 Álvaro Rubio-García , Juan José García-Ripoll , Diego Porras

This survey reviews portfolio choice in settings where investment opportunities are stochastic due to, e.g., stochastic volatility or return predictability. It is explained how to heuristically compute candidate optimal portfolios using…

Portfolio Management · Quantitative Finance 2013-11-08 Ren Liu , Johannes Muhle-Karbe

Although metaheuristics have been widely recognized as efficient techniques to solve real-world optimization problems, implementing them from scratch remains difficult for domain-specific experts without programming skills. In this…

Neural and Evolutionary Computing · Computer Science 2024-03-01 Aurora Ramírez , José Raúl Romero , Carlos García-Martínez , Sebastián Ventura

Mobile robotic platforms are an indispensable tool for various scientific and industrial applications. Robots are used to undertake missions whose execution is constrained by various factors, such as the allocated time or their remaining…

Robotics · Computer Science 2018-01-12 Nikolaos Tsiogkas , David M. Lane
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