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Related papers: Optimal portfolio model based on WVAR

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We investigate and extend the result that an alpha-weight angle from unconstrained quadratic portfolio optimisations has an upper bound dependent on the condition number of the covariance matrix. This is known to imply that better…

Portfolio Management · Quantitative Finance 2024-12-03 Lara Dalmeyer , Tim Gebbie

To comply with increasingly stringent international standards in risk management and regulation, several approaches have been developed in the literature for forecasting tail-risk measures such as Value-at-Risk (VaR) and Expected Shortfall…

Risk Management · Quantitative Finance 2026-03-02 Alessandra Amendola , Vincenzo Candila , Antonio Naimoli , Giuseppe Storti

We study the sensitivity to estimation error of portfolios optimized under various risk measures, including variance, absolute deviation, expected shortfall and maximal loss. We introduce a measure of portfolio sensitivity and test the…

Physics and Society · Physics 2008-12-02 Imre Kondor , Szilard Pafka , Gabor Nagy

Optimal reinsurance when Value at Risk and expected surplus is balanced through their ratio is studied, and it is demonstrated how results for risk-adjusted surplus can be utilized. Simplifications for large portfolios are derived, and this…

Applications · Statistics 2019-12-10 Erik Bølviken , Yinzhi Wang

We analyze variational inference for highly symmetric graphical models such as those arising from first-order probabilistic models. We first show that for these graphical models, the tree-reweighted variational objective lends itself to a…

Artificial Intelligence · Computer Science 2014-06-23 Hung Hai Bui , Tuyen N. Huynh , David Sontag

Several portfolio selection models take into account practical limitations on the number of assets to include and on their weights in the portfolio. We present here a study of the Limited Asset Markowitz (LAM), of the Limited Asset Mean…

Portfolio Management · Quantitative Finance 2019-05-08 Francesco Cesarone , Andrea Scozzari , Fabio Tardella

We analytically and numerically investigate the performance of weak-value amplification (WVA) and related parameter estimation methods in the presence of temporally correlated noise. WVA is a special instance of a general measurement…

This study presents the Adaptive Minimum-Variance Portfolio (AMVP) framework and the Adaptive Minimum-Risk Rate (AMRR) metric, innovative tools designed to optimize portfolios dynamically in volatile and nonstationary financial markets.…

Econometrics · Economics 2025-01-28 Ayush Jha , Abootaleb Shirvani , Ali Jaffri , Svetlozar T. Rachev , Frank J. Fabozzi

In this study, we propose a new multi-objective portfolio optimization with idiosyncratic and systemic risks for financial networks. The two risks are measured by the idiosyncratic variance and the network clustering coefficient derived…

Portfolio Management · Quantitative Finance 2021-11-23 Yajie Yang , Longfeng Zhao , Lin Chen , Chao Wang , Jihui Han

In this paper we discuss a general methodology to compute the market risk measure over long time horizons and at extreme percentiles, which are the typical conditions needed for estimating Economic Capital. The proposed approach extends the…

Risk Management · Quantitative Finance 2014-08-12 Luca Spadafora , Marco Dubrovich , Marcello Terraneo

This papers proposes a generic, high-level methodology for generating forecast combinations that would deliver the optimal linearly combined forecast in terms of the mean-squared forecast error if one had access to two population…

Methodology · Statistics 2023-09-01 Elliot Beck , Damian Kozbur , Michael Wolf

Under general multivariate regular variation conditions, the extreme Value-at-Risk of a portfolio can be expressed as an integral of a known kernel with respect to a generally unknown spectral measure supported on the unit simplex. The…

Statistics Theory · Mathematics 2020-03-09 Robert Yuen , Stilian Stoev , Dan Cooley

In this work, we present a new random sampling method for data streams where the probability of an element's inclusion in the sample is proportional to a weight associated with that element. Our method is based on sampling with replacement,…

Data Structures and Algorithms · Computer Science 2026-03-18 Adriano Meligrana , Adriano Fazzone

The only input to attain the portfolio weights of global minimum variance portfolio (GMVP) is the covariance matrix of returns of assets being considered for investment. Since the population covariance matrix is not known, investors use…

Portfolio Management · Quantitative Finance 2020-04-20 Jinwoo Park

In this article we deal with the problem of portfolio allocation by enhancing network theory tools. We use the dependence structure of the correlations network in constructing some well-known risk-based models in which the estimation of…

Portfolio Management · Quantitative Finance 2022-04-14 Gian Paolo Clemente , Rosanna Grassi , Asmerilda Hitaj

In this paper, we revisit the portfolio optimization problems of the minimization/maximization of investment risk under constraints of budget and investment concentration (primal problem) and the maximization/minimization of investment…

Portfolio Management · Quantitative Finance 2018-01-17 Daichi Tada , Hisashi Yamamoto , Takashi Shinzato

The main contribution of the paper is to employ the financial market network as a useful tool to improve the portfolio selection process, where nodes indicate securities and edges capture the dependence structure of the system. Three…

Portfolio Management · Quantitative Finance 2019-01-15 Gian Paolo Clemente , Rosanna Grassi , Asmerilda Hitaj

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

Selecting the optimal Markowitz porfolio depends on estimating the covariance matrix of the returns of $N$ assets from $T$ periods of historical data. Problematically, $N$ is typically of the same order as $T$, which makes the sample…

Applications · Statistics 2020-12-29 Raj Agrawal , Uma Roy , Caroline Uhler

This paper proposes a machine learning-based framework for asset selection and portfolio construction, termed the Best-Path Algorithm Sparse Graphical Model (BPASGM). The method extends the Best-Path Algorithm (BPA) by mapping linear and…

Portfolio Management · Quantitative Finance 2026-02-04 T. Di Matteo , L. Riso , M. G. Zoia