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Related papers: Online Portfolio Selection: A Survey

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The passive management approach offers conservative investors a way to reduce risk concerning the market. This investment strategy aims at replicating a specific index, such as the NASDAQ Composite or the FTSE100 index. The problem is that…

Portfolio Management · Quantitative Finance 2023-06-06 Julio Cezar Soares Silva , Adiel Teixeira de Almeida Filho

The orienteering problem (OP) is a combinatorial optimization problem that seeks a path visiting a subset of locations to maximize collected rewards under a limited resource budget. This article presents a systematic PRISMA-based review of…

Optimization and Control · Mathematics 2025-12-19 Songhao Shen , Yufeng Zhou , Qin Lei , Zhibin Wu

Distributed, online data mining systems have emerged as a result of applications requiring analysis of large amounts of correlated and high-dimensional data produced by multiple distributed data sources. We propose a distributed online data…

Machine Learning · Computer Science 2013-07-03 Cem Tekin , Mihaela van der Schaar

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

Modeling and managing portfolio risk is perhaps the most important step to achieve growing and preserving investment performance. Within the modern portfolio construction framework that built on Markowitz's theory, the covariance matrix of…

Risk Management · Quantitative Finance 2021-10-28 Hengxu Lin , Dong Zhou , Weiqing Liu , Jiang Bian

We study a general problem of allocating limited resources to heterogeneous customers over time under model uncertainty. Each type of customer can be serviced using different actions, each of which stochastically consumes some combination…

Artificial Intelligence · Computer Science 2021-08-31 Wang Chi Cheung , Will Ma , David Simchi-Levi , Xinshang Wang

We present the first application of modern Hopfield networks to the problem of portfolio optimization. We performed an extensive study based on combinatorial purged cross-validation over several datasets and compared our results to both…

Machine Learning · Computer Science 2025-07-08 Carlo Nicolini , Monisha Gopalan , Jacopo Staiano , Bruno Lepri

Recommender systems are one of the most applied methods in machine learning and find applications in many areas, ranging from economics to the Internet of things. This article provides a general overview of modern approaches to recommender…

Information Retrieval · Computer Science 2021-09-28 Irina Beregovskaya , Mikhail Koroteev

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

Stock market prediction has been a classical yet challenging problem, with the attention from both economists and computer scientists. With the purpose of building an effective prediction model, both linear and machine learning tools have…

Statistical Finance · Quantitative Finance 2021-08-13 Weiwei Jiang

The problem of selecting an algorithm that appears most suitable for a specific instance of an algorithmic problem class, such as the Boolean satisfiability problem, is called instance-specific algorithm selection. Over the past decade, the…

Machine Learning · Computer Science 2021-07-21 Alexander Tornede , Lukas Gehring , Tanja Tornede , Marcel Wever , Eyke Hüllermeier

This survey is focused on certain sequential decision-making problems that involve optimizing over probability functions. We discuss the relevance of these problems for learning and control. The survey is organized around a framework that…

Optimization and Control · Mathematics 2023-01-13 Emiland Garrabe , Giovanni Russo

In the project portfolio management, the project selection phase presents the greatest interest. In this article, we focus on this important phase by proposing a new method of projects selection consisting of several steps. We propose as a…

Software Engineering · Computer Science 2015-03-19 Khadija BENAIJA , Laila KJIRI

We address a portfolio selection problem that combines active (outperformance) and passive (tracking) objectives using techniques from convex analysis. We assume a general semimartingale market model where the assets' growth rate processes…

Portfolio Management · Quantitative Finance 2019-03-19 Ali Al-Aradi , Sebastian Jaimungal

Online sequence prediction is the problem of predicting the next element of a sequence given previous elements. This problem has been extensively studied in the context of individual sequence prediction, where no prior assumptions are made…

Machine Learning · Computer Science 2012-06-22 Elad Eban , Aharon Birnbaum , Shai Shalev-Shwartz , Amir Globerson

In this paper, we introduce a matrix-valued time series model for foreign exchange market. We then formulate trading matrices, foreign exchange options and return options (matrices), as well as on-line portfolio strategies. Moreover, we…

Portfolio Management · Quantitative Finance 2017-07-04 Panpan Ren , Jiang-Lun Wu

Big data, both in its structured and unstructured formats, have brought in unforeseen challenges in economics and business. How to organize, classify, and then analyze such data to obtain meaningful insights are the ever-going research…

General Economics · Economics 2025-02-04 Viet Trinh

In the problem of online portfolio selection as formulated by Cover (1991), the trader repeatedly distributes her capital over $ d $ assets in each of $ T > 1 $ rounds, with the goal of maximizing the total return. Cover proposed an…

Optimization and Control · Mathematics 2025-03-11 Rémi Jézéquel , Dmitrii M. Ostrovskii , Pierre Gaillard

Offline reinforcement-learning (RL) algorithms learn to make decisions using a given, fixed training dataset without online data collection. This problem setting is captivating because it holds the promise of utilizing previously collected…

Machine Learning · Computer Science 2022-12-07 Dan Elbaz , Gal Novik , Oren Salzman

Computational Politics is the study of computational methods to analyze and moderate users' behaviors related to political activities such as election campaign persuasion, political affiliation, and opinion mining. With the rapid…

Social and Information Networks · Computer Science 2020-04-03 Ehsan ul Haq , Tristan Braud , Young D. Kwon , Pan Hui