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Related papers: Online Portfolio Selection: A Survey

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Online bidding is a classical problem in online decision-making, with applications in resource allocation, hierarchical clustering, and the analysis of approximation algorithms. We study its randomized learning-augmented variant, where an…

Data Structures and Algorithms · Computer Science 2026-05-15 Mathis Degryse , Imrane Saakour , Christoph Dürr , Spyros Angelopoulos

We study the online multi-class selection problem with group fairness guarantees, where limited resources must be allocated to sequentially arriving agents. Our work addresses two key limitations in the existing literature. First, we…

Machine Learning · Computer Science 2025-10-27 Faraz Zargari , Hossein Nekouyan , Lyndon Hallett , Bo Sun , Xiaoqi Tan

The aim of this study is to understand what are the collective actions of architecture practitioners when grouping floor plan designs. The understanding of how professionals and students solve this complex problem may help to develop…

Portfolio management issues have been extensively studied in the field of artificial intelligence in recent years, but existing deep learning-based quantitative trading methods have some areas where they could be improved. First of all, the…

Computational Finance · Quantitative Finance 2024-02-27 Qishuo Cheng , Le Yang , Jiajian Zheng , Miao Tian , Duan Xin

We aim to cluster financial assets in order to identify a small set of stocks to approximate the level of diversification of the whole universe of stocks. We develop a data-driven approach to clustering based on a correlation blockmodel in…

Portfolio Management · Quantitative Finance 2021-08-16 Wenpin Tang , Xiao Xu , Xun Yu Zhou

Social choice has become a foundational component of modern machine learning systems. From auctions and resource allocation to the alignment of large generative models, machine learning pipelines increasingly aggregate heterogeneous…

Artificial Intelligence · Computer Science 2026-02-24 Zhiyu An , Wan Du

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

Mathematical Selection is a method in which we select a particular choice from a set of such. It have always been an interesting field of study for mathematicians. Accordingly, Combinatorial Optimization is a sub field of this domain of…

Computational Complexity · Computer Science 2023-06-29 Anurag Dutta , K. Lakshmanan , A. Ramamoorthy , Liton Chandra Voumik , John Harshith , John Pravin Motha

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

We relook at the classic equity fund selection and portfolio construction problems from a new perspective and propose an easy-to-implement framework to tackle the problem in practical investment. Rather than the conventional way by…

Portfolio Management · Quantitative Finance 2020-04-24 Yi Cao

The problem of estimation error in portfolio optimization is discussed, in the limit where the portfolio size N and the sample size T go to infinity such that their ratio is fixed. The estimation error strongly depends on the ratio N/T and…

Portfolio Management · Quantitative Finance 2009-11-13 Imre Kondor , Istvan Varga-Haszonits

Utilizing market forecasts is pivotal in optimizing portfolio selection strategies. We introduce DeepClair, a novel framework for portfolio selection. DeepClair leverages a transformer-based time-series forecasting model to predict market…

Computational Engineering, Finance, and Science · Computer Science 2024-08-19 Donghee Choi , Jinkyu Kim , Mogan Gim , Jinho Lee , Jaewoo Kang

We study a theoretical and algorithmic framework for structured prediction in the online learning setting. The problem of structured prediction, i.e. estimating function where the output space lacks a vectorial structure, is well studied in…

Machine Learning · Computer Science 2024-06-19 Pierre Boudart , Alessandro Rudi , Pierre Gaillard

Online bipartite matching is a fundamental problem in online optimization, extensively studied both in its integral and fractional forms due to its theoretical significance and practical applications, such as online advertising and resource…

Data Structures and Algorithms · Computer Science 2025-10-30 Davin Choo , Billy Jin , Yongho Shin

This paper develops learning-augmented algorithms for energy trading in volatile electricity markets. The basic problem is to sell (or buy) $k$ units of energy for the highest revenue (lowest cost) over uncertain time-varying prices, which…

Machine Learning · Computer Science 2024-02-29 Russell Lee , Bo Sun , Mohammad Hajiesmaili , John C. S. Lui

Process mining enables the reconstruction and evaluation of business processes based on digital traces in IT systems. An increasingly important technique in this context is process prediction. Given a sequence of events of an ongoing trace,…

Machine Learning · Computer Science 2021-06-09 Dominic A. Neu , Johannes Lahann , Peter Fettke

Online learning to rank is a core problem in machine learning. In Lattimore et al. (2018), a novel online learning algorithm was proposed based on topological sorting. In the paper they provided a set of self-normalized inequalities (a) in…

Machine Learning · Statistics 2020-01-22 Victor de la Pena , Haolin Zou

Portfolio management is an essential part of investment decision-making. However, traditional methods often fail to deliver reasonable performance. This problem stems from the inability of these methods to account for the unique…

Portfolio Management · Quantitative Finance 2023-08-17 Petr Sokerin , Kristian Kuznetsov , Elizaveta Makhneva , Alexey Zaytsev

Portfolio sorting is ubiquitous in the empirical finance literature, where it has been widely used to identify pricing anomalies. Despite its popularity, little attention has been paid to the statistical properties of the procedure. We…

Econometrics · Economics 2020-07-21 Matias D. Cattaneo , Richard K. Crump , Max H. Farrell , Ernst Schaumburg

Financial portfolio management is the process of constant redistribution of a fund into different financial products. This paper presents a financial-model-free Reinforcement Learning framework to provide a deep machine learning solution to…

Computational Finance · Quantitative Finance 2017-07-18 Zhengyao Jiang , Dixing Xu , Jinjun Liang