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This article examines arbitrage investment in a mispriced asset when the mispricing follows the Ornstein-Uhlenbeck process and a credit-constrained investor maximizes a generalization of the Kelly criterion. The optimal differentiable and…

Optimization and Control · Mathematics 2008-12-02 Vladislav Kargin

As a fundamental problem in algorithmic trading, order execution aims at fulfilling a specific trading order, either liquidation or acquirement, for a given instrument. Towards effective execution strategy, recent years have witnessed the…

Trading and Market Microstructure · Quantitative Finance 2021-03-22 Yuchen Fang , Kan Ren , Weiqing Liu , Dong Zhou , Weinan Zhang , Jiang Bian , Yong Yu , Tie-Yan Liu

In recent years, academics, regulators, and market practitioners have increasingly addressed liquidity issues. Amongst the numerous problems addressed, the optimal execution of large orders is probably the one that has attracted the most…

Trading and Market Microstructure · Quantitative Finance 2022-03-23 Philippe Bergault , Fayçal Drissi , Olivier Guéant

We investigate a dividend maximization problem under stochastic interest rates with Ornstein-Uhlenbeck dynamics. This setup also takes negative rates into account. First a deterministic time is considered, where an explicit separating curve…

Optimization and Control · Mathematics 2021-08-03 Julia Eisenberg , Stefan Kremsner , Alexander Steinicke

We are concerned with optimal control strategies subject to uncertain demands. An Ornstein-Uhlenbeck process describes the uncertain demand. The transport within the supply system is modeled by the linear advection equation. We consider…

Optimization and Control · Mathematics 2019-01-29 Simone Göttlich , Ralf Korn , Kerstin Lux

This paper is concerned with a pairs trading rule. The idea is to monitor two historically correlated securities. When divergence is underway, i.e., one stock moves up while the other moves down, a pairs trade is entered which consists of a…

Pricing of Securities · Quantitative Finance 2013-02-26 Qingshuo Song , Qing Zhang

We conduct a preliminary analysis of a pairs trading strategy using the Ornstein-Uhlenbeck (OU) process to model stock price spreads. We compare this approach to a naive pairs trading strategy that uses a rolling window to calculate mean…

Trading and Market Microstructure · Quantitative Finance 2024-12-18 Jirat Suchato , Sean Wiryadi , Danran Chen , Ava Zhao , Michael Yue

We study the problem of designing optimal learning and decision-making formulations when only historical data is available. Prior work typically commits to a particular class of data-driven formulation and subsequently tries to establish…

Machine Learning · Statistics 2024-03-13 Amine Bennouna , Bart P. G. Van Parys

In this paper, we propose a method for evaluating autonomous trading strategies that provides realistic expectations, regarding the strategy's long-term performance. This method addresses This method addresses many pitfalls that currently…

Software Engineering · Computer Science 2021-11-22 Murilo Sibrao Bernardini , Paulo Andre Lima de Castro

We introduce a novel approach to options trading strategies using a highly scalable and data-driven machine learning algorithm. In contrast to traditional approaches that often require specifications of underlying market dynamics or…

Portfolio Management · Quantitative Finance 2024-11-22 Wee Ling Tan , Stephen Roberts , Stefan Zohren

We propose a framework to study optimal trading policies in a one-tick pro-rata limit order book, as typically arises in short-term interest rate futures contracts. The high-frequency trader has the choice to trade via market orders or…

Trading and Market Microstructure · Quantitative Finance 2012-05-15 Fabien Guilbaud , Huyên Pham

In this paper we propose a mathematical framework to address the uncertainty emergingwhen the designer of a trading algorithm uses a threshold on a signal as a control. We rely ona theorem by Benveniste and Priouret to deduce our Inventory…

Trading and Market Microstructure · Quantitative Finance 2018-11-12 Hadrien De March , Charles-Albert Lehalle

This study investigates the development of an optimal execution strategy through reinforcement learning, aiming to determine the most effective approach for traders to buy and sell inventory within a finite time horizon. Our proposed model…

Trading and Market Microstructure · Quantitative Finance 2025-11-04 Yadh Hafsi , Edoardo Vittori

Trading frictions are stochastic. They are, moreover, in many instances fast-mean reverting. Here, we study how to optimally trade in a market with stochastic price impact and study approximations to the resulting optimal control problem…

Mathematical Finance · Quantitative Finance 2023-08-25 Jean-Pierre Fouque , Sebastian Jaimungal , Yuri F. Saporito

Given the marginal distribution information of the underlying asset price at two future times $T_1$ and $T_2$, we consider the problem of determining a model-free upper bound on the price of a class of American options that must be…

Probability · Mathematics 2023-11-03 Tongseok Lim

Considering that a trader or a trading algorithm interacting with markets during continuous auctions can be modeled by an iterating procedure adjusting the price at which he posts orders at a given rhythm, this paper proposes a procedure…

Trading and Market Microstructure · Quantitative Finance 2012-09-12 Sophie Laruelle , Charles-Albert Lehalle , Gilles Pagès

In recent years several trading platforms appeared which provide a backtest engine to calculate historic performance of self designed trading strategies on underlying candle data. The construction of a correct working backtest engine is,…

Trading and Market Microstructure · Quantitative Finance 2015-09-29 Robert Löw , Stanislaus Maier-Paape , Andreas Platen

Many works have shown the overfitting hazard of selecting a trading strategy based only on good IS (in sample) performance. But most of them have merely shown such phenomena exist without offering ways to avoid them. We propose an approach…

Computational Engineering, Finance, and Science · Computer Science 2022-09-13 Ao Sun , Yuh-Dauh Lyuu

When an optimal treatment regime (OTR) is considered, we need to evaluate the OTR in a valid and efficient way. The classical inference applied to the mean outcome under OTR, assuming the OTR is the same as the estimated OTR, might be…

Methodology · Statistics 2026-04-21 Shuoxun Xu , Xinzhou Guo

With the advent of large datasets, offline reinforcement learning (RL) is a promising framework for learning good decision-making policies without the need to interact with the real environment. However, offline RL requires the dataset to…

Machine Learning · Computer Science 2023-03-27 Yicheng Luo , Zhengyao Jiang , Samuel Cohen , Edward Grefenstette , Marc Peter Deisenroth