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Related papers: Asset Allocation under the Basel Accord Risk Measu…

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In this paper, we propose an inexact Augmented Lagrangian Method (ALM) for the optimization of convex and nonsmooth objective functions subject to linear equality constraints and box constraints where errors are due to fixed-point data. To…

Optimization and Control · Mathematics 2019-07-23 Yan Zhang , Michael M. Zavlanos

Existing black-box portfolio management systems are prevalent in the financial industry due to commercial and safety constraints, though their performance can fluctuate dramatically with changing market regimes. Evaluating these…

Machine Learning · Computer Science 2026-04-30 Zinuo You , John Cartlidge , Karen Elliott , Menghan Ge , Daniel Gold

We propose a new method for finding statistical arbitrages that can contain more assets than just the traditional pair. We formulate the problem as seeking a portfolio with the highest volatility, subject to its price remaining in a band…

Econometrics · Economics 2024-02-14 Kasper Johansson , Thomas Schmelzer , Stephen Boyd

We consider the problem of minimizing the sum of a Lipschitz differentiable convex function $f$ and a proper closed convex function $h$ that admits efficient linear minimization oracles, subject to multiple smooth convex inequality…

Optimization and Control · Mathematics 2026-05-22 Xiaozhou Wang , Ting Kei Pong , Zev Woodstock

Financial market forecasting remains a formidable challenge despite the surge in computational capabilities and machine learning advancements. While numerous studies have underscored the precision of computer-generated market predictions,…

Computational Finance · Quantitative Finance 2023-11-16 Reza Yarbakhsh , Mahdieh Soleymani Baghshah , Hamidreza Karimaghaie

We introduce a two-agent problem which is inspired by price asymmetry arising from funding difference. When two parties have different funding rates, the two parties deduce different fair prices for derivative contracts even under the same…

Mathematical Finance · Quantitative Finance 2020-01-01 Junbeom Lee , Stephan Sturm , Chao Zhou

This article introduces a novel hybrid regime identification-forecasting framework designed to enhance multi-asset portfolio construction by integrating asset-specific regime forecasts. Unlike traditional approaches that focus on broad…

Portfolio Management · Quantitative Finance 2024-08-19 Yizhan Shu , Chenyu Yu , John M. Mulvey

We propose a new bundle-based augmented Lagrangian framework for solving constrained convex problems. Unlike the classical (inexact) augmented Lagrangian method (ALM) that has a nested double-loop structure, our framework features a…

Optimization and Control · Mathematics 2025-02-14 Feng-Yi Liao , Yang Zheng

Capital allocation principles are used in various contexts in which a risk capital or a cost of an aggregate position has to be allocated among its constituent parts. We study capital allocation principles in a performance measurement…

Risk Management · Quantitative Finance 2014-07-15 Eduard Kromer , Ludger Overbeck

We consider the resource allocation problem and its numerical solution. The following constructions are demonstrated: 1) Walrasian price-adjustment mechanism for determining the equilibrium; 2) Decentralized role of the prices; 3) Slater's…

Optimization and Control · Mathematics 2020-03-27 Anastasiya Ivanova , Alexander Gasnikov , Evgeni Nurminski , Evgeniya Vorontsova

We study the Maximum Budgeted Allocation problem, which is the problem of assigning indivisible items to players with budget constraints. In its most general form, an instance of the MBA problem might include many different prices for the…

Data Structures and Algorithms · Computer Science 2015-12-01 Christos Kalaitzis

In this paper we introduce a new coherent cumulative risk measure on $\mathcal{R}_L^p$, the space of c\`adl\`ag processes having Laplace transform. This new coherent risk measure turns out to be tractable enough within a class of models…

Risk Management · Quantitative Finance 2013-11-05 Assa Hirbod , Morales Manuel , Omidi Firouzi Hassan

Focusing on gains & losses relative to a risk-free benchmark instead of terminal wealth, we consider an asset allocation problem to maximize time-consistently a mean-risk reward function with a general risk measure which is i)…

Mathematical Finance · Quantitative Finance 2026-02-18 Felix Fießinger , Mitja Stadje

We consider a financial intermediary managing assets and liabilities exposed to several risk sources and seeking an optimal portfolio strategy to minimise the initial capital invested and the total risk associated with investment losses and…

Optimization and Control · Mathematics 2025-05-23 Giorgio Consigli , Darinka Dentcheva , Francesca Maggioni , Giovanni Micheli

The growing interest for high dimensional and functional data analysis led in the last decade to an important research developing a consequent amount of techniques. Parallelized algorithms, which consist in distributing and treat the data…

Statistics Theory · Mathematics 2017-10-24 Antoine Godichon-Baggioni , Sofiane Saadane

Existing approaches to resource allocation for nowadays stochastic networks are challenged to meet fast convergence and tolerable delay requirements. The present paper leverages online learning advances to facilitate stochastic resource…

Optimization and Control · Mathematics 2017-05-24 Tianyi Chen , Aryan Mokhtari , Xin Wang , Alejandro Ribeiro , Georgios B. Giannakis

The present paper provides a study of high-dimensional statistical arbitrage that combines factor models with the tools from stochastic control, obtaining closed-form optimal strategies which are both interpretable and computationally…

Mathematical Finance · Quantitative Finance 2021-06-25 Jorge Guijarro-Ordonez

This paper studies the problem of optimally allocating a cash injection into a financial system in distress. Given a one-period borrower-lender network in which all debts are due at the same time and have the same seniority, we address the…

Risk Management · Quantitative Finance 2014-12-18 Zhang Li , Xiaojun Lin , Borja Peleato-Inarrea , Ilya Pollak

In this paper, we revisit the portfolio allocation problem with designated risk-budget [Qian, 2005]. We generalize the problem of arbitrary risk budgets with unequal correlations to one that includes return forecasts and transaction costs…

Computational Engineering, Finance, and Science · Computer Science 2022-10-04 Avinash Bhardwaj , Manjesh K Hanawal , Purushottam Parthasarathy

In this paper, we propose a Robbins-Monro augmented Lagrangian method (RMALM) to solve a class of constrained stochastic convex optimization, which can be regarded as a hybrid of the Robbins-Monro type stochastic approximation method and…

Optimization and Control · Mathematics 2022-09-02 Rui Wang , Chao Ding