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This work aims to deal with the optimal allocation instability problem of Markowitz's modern portfolio theory in high dimensionality. We propose a combined strategy that considers covariance matrix estimators from Random Matrix Theory~(RMT)…

Statistical Finance · Quantitative Finance 2025-03-10 Andrés García-Medina , Benito Rodriguéz-Camejo

Modern portfolio optimization is centered around creating a low-risk portfolio with extensive asset diversification. Following the seminal work of Markowitz, optimal asset allocation can be computed using a constrained optimization model…

Portfolio Management · Quantitative Finance 2023-10-24 Yuanrong Wang , Antonio Briola , Tomaso Aste

We provide a new theory for nodewise regression when the residuals from a fitted factor model are used. We apply our results to the analysis of the consistency of Sharpe ratio estimators when there are many assets in a portfolio. We allow…

Portfolio Management · Quantitative Finance 2022-02-04 Mehmet Caner , Marcelo Medeiros , Gabriel Vasconcelos

This paper aims at developing a new method by which to build a data-driven portfolio featuring a target risk-return. We first present a comparative study of recurrent neural network models (RNNs), including a simple RNN, long short-term…

Portfolio Management · Quantitative Finance 2018-08-03 Sang Il Lee , Seong Joon Yoo

Non-conservative uncertainty bounds are essential for making reliable predictions about latent functions from noisy data, and thus, a key enabler for safe learning-based control. In this domain, kernel methods such as Gaussian process…

Machine Learning · Computer Science 2026-05-26 Amon Lahr , Anna Scampicchio , Johannes Köhler , Melanie N. Zeilinger

We consider a continuous-time bandlimited additive white Gaussian noise channel with 1-bit output quantization. On such a channel the information is carried by the temporal distances of the zero-crossings of the transmit signal. The set of…

Information Theory · Computer Science 2017-09-25 Sandra Bender , Meik Dörpinghaus , Gerhard Fettweis

The only input to attain the portfolio weights of global minimum variance portfolio (GMVP) is the covariance matrix of returns of assets being considered for investment. Since the population covariance matrix is not known, investors use…

Portfolio Management · Quantitative Finance 2020-04-20 Jinwoo Park

Parametric Portfolio Policies (PPP) estimate optimal portfolio weights directly as functions of observable signals by maximizing expected utility, bypassing the need to model asset returns and covariances. However, PPP ignores policy risk.…

Portfolio Management · Quantitative Finance 2026-02-25 Miguel C. Herculano

In this work we study high probability bounds for stochastic subgradient methods under heavy tailed noise. In this setting the noise is only assumed to have finite variance as opposed to a sub-Gaussian distribution for which it is known…

Optimization and Control · Mathematics 2024-04-16 Daniela A. Parletta , Andrea Paudice , Massimiliano Pontil , Saverio Salzo

This paper studies the distributed optimization problem under the influence of heavy-tailed gradient noises. Here, a heavy-tailed noise means that the noise does not necessarily satisfy the bounded variance assumption. Instead, it satisfies…

Optimization and Control · Mathematics 2025-05-12 Chao Sun , Huiming Zhang , Bo Chen , Li Yu

Modern portfolio theory(MPT) addresses the problem of determining the optimum allocation of investment resources among a set of candidate assets. In the original mean-variance approach of Markowitz, volatility is taken as a proxy for risk,…

Statistical Mechanics · Physics 2009-11-07 Morrel H. Cohen , Vincent D. Natoli

This paper investigates the equilibrium portfolio selection for smooth ambiguity preferences in a continuous-time market. The investor is uncertain about the risky asset's drift term and updates the subjective belief according to the…

Optimization and Control · Mathematics 2023-02-17 Guohui Guan , Zongxia Liang , Jianming Xia

We consider a group of mean-variance investors with mimicking desire such that each investor is willing to penalize deviations of his portfolio composition from compositions of other group members. Penalizing norm constraints are already…

Portfolio Management · Quantitative Finance 2023-04-19 Vasyl Golosnoy , Nestor Parolya

A general class of Bayesian lower bounds when the underlying loss function is a Bregman divergence is demonstrated. This class can be considered as an extension of the Weinstein--Weiss family of bounds for the mean squared error and relies…

Information Theory · Computer Science 2020-06-17 Alex Dytso , Michael Fauß , H. Vincent Poor

We consider the problem of parameter estimation, based on noisy chaotic signals, from the viewpoint of twisted modulation for waveform communication. In particular, we study communication systems where the parameter to be estimated is…

Information Theory · Computer Science 2023-08-02 Neri Merhav

Policy-gradient methods are widely used in reinforcement learning, yet training often becomes unstable or slows down as learning progresses. We study this phenomenon through the noise-to-signal ratio (NSR) of a policy-gradient estimator,…

Optimization and Control · Mathematics 2026-02-10 Haoyu Han , Heng Yang

We revisit the classical Merton consumption--investment problem when risky-asset returns are modeled by stochastic differential equations interpreted through a general $\alpha$-integral, interpolating between It\^{o}, Stratonovich, and…

Mathematical Finance · Quantitative Finance 2026-02-10 Mario Ayala , Benjamin Vallejo Jiménez

A challenge in developing machine learning regression models is that it is difficult to know whether maximal performance has been reached on a particular dataset, or whether further model improvement is possible. In biology this problem is…

Biomolecules · Quantitative Biology 2021-07-28 Gang Li , Jan Zrimec , Boyang Ji , Jun Geng , Johan Larsbrink , Aleksej Zelezniak , Jens Nielsen , Martin KM Engqvist

Portfolio selection problems that optimize expected utility are usually difficult to solve. If the number of assets in the portfolio is large, such expected utility maximization problems become even harder to solve numerically. Therefore,…

Portfolio Management · Quantitative Finance 2026-02-17 Nuerxiati Abudurexiti , Erhan Bayraktar , Takaki Hayashi , Hasanjan Sayit

Modern portfolio theory has provided for decades the main framework for optimizing portfolios. Because of its sensitivity to small changes in input parameters, especially expected returns, the mean-variance framework proposed by Markowitz…

Portfolio Management · Quantitative Finance 2023-09-06 Adil Rengim Cetingoz , Jean-David Fermanian , Olivier Guéant