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A common way of doing algorithm selection is to train a machine learning model and predict the best algorithm from a portfolio to solve a particular problem. While this method has been highly successful, choosing only a single algorithm has…

Artificial Intelligence · Computer Science 2013-11-19 Lars Kotthoff

Possibilistic risk theory starts from the hypothesis that risk is modelled by fuzzy numbers. In particular, in a possibilistic portfolio choice problem, the return of a risky asset will be a fuzzy number. The expected utility operators have…

Portfolio Management · Quantitative Finance 2019-07-01 Irina Georgescu , Louis Aimé Fono

Selection of proper stocks, before allocating investment ratios, is always a crucial task for the investors. Presence of many influencing factors in stock performance have motivated researchers to adopt various Artificial Intelligence (AI)…

Artificial Intelligence · Computer Science 2022-05-05 Gour Sundar Mitra Thakur , Rupak Bhattacharyya , Seema Sarkar

A fractal approach to the long-short portfolio optimization is proposed. The algorithmic system based on the composition of market-neutral spreads into a single entity was considered. The core of the optimization scheme is a fractal walk…

Portfolio Management · Quantitative Finance 2016-12-20 Sergey Kamenshchikov , Ilia Drozdov

Portfolio selection is the central task for assets management, but it turns out to be very challenging. Methods based on pattern matching, particularly the CORN-K algorithm, have achieved promising performance on several stock markets. A…

Risk Management · Quantitative Finance 2018-03-01 Yang Wang , Dong Wang , Yaodong Wang , You Zhang

This paper investigates the optimal selection of portfolios for power utility maximizing investors in a financial market where stock returns depend on a hidden Gaussian mean reverting drift process. Information on the drift is obtained from…

Portfolio Management · Quantitative Finance 2024-07-01 Abdelali Gabih , Ralf Wunderlich

The research interest of this paper is focused on the efficient clustering task for an arbitrary color data. In order to tackle this problem, we have tried to model the inherent uncertainty and vagueness of color data using fuzzy color…

Computer Vision and Pattern Recognition · Computer Science 2024-07-25 Dae-Won Kim , Kwang H. Lee

We focus on a behavioral model, that has been recently proposed in the literature, whose rational can be traced back to the Half-Full/Half-Empty glass metaphor. More precisely, we generalize the Half-Full/Half-Empty approach to the context…

Portfolio Management · Quantitative Finance 2023-12-19 Francesco Cesarone , Massimiliano Corradini , Lorenzo Lampariello , Jessica Riccioni

Many engineering optimization problems can be considered as linear programming problems where all or some of the parameters involved are linguistic in nature. These can only be quantified using fuzzy sets. The aim of this paper is to solve…

Artificial Intelligence · Computer Science 2010-01-14 I. Elamvazuthi , T. Ganesan , P. Vasant , J. F. Webb

We introduce a covariance matrix estimator that both takes into account the heteroskedasticity of financial returns (by using an exponentially weighted moving average) and reduces the effective dimensionality of the estimation (and hence…

Statistical Mechanics · Physics 2008-12-02 Szilard Pafka , Marc Potters , Imre Kondor

I discuss some theoretical results with a view to motivate some practical choices in portfolio optimization. Even though the setting is not completely general (for example, the covariance matrix is assumed to be non-singular), I attempt to…

Portfolio Management · Quantitative Finance 2016-01-29 Vassilios Papathanakos

We consider the problem of choosing an optimal portfolio, assuming the asset returns have a Gaussian mixture (GM) distribution, with the objective of maximizing expected exponential utility. In this paper we show that this problem is…

Optimization and Control · Mathematics 2022-08-12 Eric Luxenberg , Stephen Boyd

The problem of portfolio allocation in the context of stocks evolving in random environments, that is with volatility and returns depending on random factors, has attracted a lot of attention. The problem of maximizing a power utility at a…

Mathematical Finance · Quantitative Finance 2022-11-29 Maxim Bichuch , Jean-Pierre Fouque

A continuous-time financial portfolio selection model with expected utility maximization typically boils down to solving a (static) convex stochastic optimization problem in terms of the terminal wealth, with a budget constraint. In…

Portfolio Management · Quantitative Finance 2022-01-07 Hanqing Jin , Zuo Quan Xu , Xun Yu Zhou

In this paper, we propose a machine learning algorithm for time-inconsistent portfolio optimization. The proposed algorithm builds upon neural network based trading schemes, in which the asset allocation at each time point is determined by…

Portfolio Management · Quantitative Finance 2023-09-06 Kristoffer Andersson , Cornelis W. Oosterlee

Managing insurance and financial risk when data is limited is a key task in the insurance industry. In this paper, we focus on cases where the risk distribution is modeled as a mixture with some components estimable to high precision or…

Optimization and Control · Mathematics 2026-03-03 N. D. Shyamalkumar , Tianrun Wang

In this paper, a heuristic method based on TabuSearch and TokenRing Search is being used in order to solve the Portfolio Optimization Problem. The seminal mean-variance model of Markowitz is being considered with the addition of cardinality…

Portfolio Management · Quantitative Finance 2022-12-01 Taylan Kabbani

In this paper, we propose a novel weighted combination feature selection method using bootstrap and fuzzy sets. The proposed method mainly consists of three processes, including fuzzy sets generation using bootstrap, weighted combination of…

Machine Learning · Computer Science 2020-05-22 Zixiao Shen , Xin Chen , Jonathan M. Garibaldi

Portfolio optimization is a critical task in investment. Most existing portfolio optimization methods require information on the distribution of returns of the assets that make up the portfolio. However, such distribution information is…

Econometrics · Economics 2025-10-09 Masahiro Kato , Kentaro Baba , Hibiki Kaibuchi , Ryo Inokuchi

The sparse portfolio selection problem is one of the most famous and frequently-studied problems in the optimization and financial economics literatures. In a universe of risky assets, the goal is to construct a portfolio with maximal…

Optimization and Control · Mathematics 2022-02-22 Dimitris Bertsimas , Ryan Cory-Wright