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Multi-stage screening pipelines are ubiquitous throughout experimental and computational science. Much of the effort in developing screening pipelines focuses on improving generative methods or surrogate models in an attempt to make each…

Optimization and Control · Mathematics 2022-04-15 Kristofer G. Reyes , Jiaqian Liu , Carlos Juan Díaz Vargas

We consider a multiperiod stochastic capacitated facility location problem under uncertain demand and budget in each period. Using a scenario tree representation of the uncertainties, we formulate a multistage stochastic integer program to…

Optimization and Control · Mathematics 2022-07-19 Xian Yu , Siqian Shen

Understanding stakeholder needs is essential for project success, as stakeholder importance varies across projects. This study proposes a framework for early stakeholder identification and continuous engagement throughout the project…

Software Engineering · Computer Science 2024-09-10 Ahmed Abdulaziz Alnhari , Rizwan Qureshi

This paper is a chapter in the forthcoming Handbook of Cluster Analysis, Hennig et al. (2015). For definitions of basic clustering methods and some further methodology, other chapters of the Handbook are referred to. To read this version of…

Methodology · Statistics 2015-03-09 Christian Hennig

Portfolio sorting is ubiquitous in the empirical finance literature, where it has been widely used to identify pricing anomalies. Despite its popularity, little attention has been paid to the statistical properties of the procedure. We…

Econometrics · Economics 2020-07-21 Matias D. Cattaneo , Richard K. Crump , Max H. Farrell , Ernst Schaumburg

Analytical, free of time consuming Monte Carlo simulations, framework for credit portfolio systematic risk metrics calculations is presented. Techniques are described that allow calculation of portfolio-level systematic risk measures…

Risk Management · Quantitative Finance 2011-07-14 Mikhail Voropaev

Risks and potential benefits of distributing software development projects globally depend to a large extent on how to allocate work to different development sites and regions. Existing methods in task allocation are likely to omit the…

Software Engineering · Computer Science 2013-12-10 Ansgar Lamersdorf , Jürgen Münch , Alicia Fernández-del Viso Torre , Carlos Rebate Sánchez

The field of portfolio selection is an active research topic, which combines elements and methodologies from various fields, such as optimization, decision analysis, risk management, data science, forecasting, etc. The modeling and…

Portfolio Management · Quantitative Finance 2020-10-28 A. Georgantas

Stakeholders quantification plays a basic role in selecting the appropriate requirements because their judgement is a major criteria since not all of them have the same importance. Original proposals quantified stakeholders assigning them a…

Software Engineering · Computer Science 2023-04-25 IM del Aguila , J del Sagrado

In this paper we consider an interval portfolio selection problem with uncertain returns and introduce an inclusive concept of satisfaction index for interval inequality relation. Based on the satisfaction index, we propose an approach to…

Optimization and Control · Mathematics 2012-07-10 Yunchol Jong

Requirements engineering (RE) literature acknowledges the importance of early stakeholder identification. The sources of requirements are many and also constantly changing as the market and business constantly change. Identifying and…

Software Engineering · Computer Science 2023-10-02 Eriks Klotins , Veselka Boeva , Krzysztof Wnuk , Michael Unterkalmsteiner , Tony Gorschek , Slinger Jansen

We use a replica approach to deal with portfolio optimization problems. A given risk measure is minimized using empirical estimates of asset values correlations. We study the phase transition which happens when the time series is too short…

Physics and Society · Physics 2009-11-13 Stefano Ciliberti , Marc Mezard

The artificial segmentation of an investment management process into a workflow with silos of offline human operators can restrict silos from collectively and adaptively pursuing a unified optimal investment goal. To meet the investor's…

Portfolio Management · Quantitative Finance 2020-09-08 Andrew Paskaramoorthy , Terence van Zyl , Tim Gebbie

A new framework for portfolio diversification is introduced which goes beyond the classical mean-variance approach and portfolio allocation strategies such as risk parity. It is based on a novel concept called portfolio dimensionality that…

Portfolio Management · Quantitative Finance 2019-09-23 Mathias Barkhagen , Brian Fleming , Sergio Garcia Quiles , Jacek Gondzio , Joerg Kalcsics , Jens Kroeske , Sotirios Sabanis , Arne Staal

Systematic task allocation to different development sites in global software de- velopment projects can open business and engineering perspectives and help to reduce risks and problems inherent in distributed development. Relying only on a…

Software Engineering · Computer Science 2014-02-04 Jürgen Münch , Ansgar Lamersdorf

Beta-sorted portfolios -- portfolios comprised of assets with similar covariation to selected risk factors -- are a popular tool in empirical finance to analyze models of (conditional) expected returns. Despite their widespread use, little…

Econometrics · Economics 2024-11-12 Matias D. Cattaneo , Richard K. Crump , Weining Wang

Cluster analysis requires many decisions: the clustering method and the implied reference model, the number of clusters and, often, several hyper-parameters and algorithms' tunings. In practice, one produces several partitions, and a final…

Machine Learning · Statistics 2023-08-14 Luca Coraggio , Pietro Coretto

Consideration sets play a crucial role in discrete choice modeling, where customers often form consideration sets in the first stage and then use a second-stage choice mechanism to select the product with the highest utility. While many…

Econometrics · Economics 2025-02-21 Yi-Chun Akchen , Dmitry Mitrofanov

The stock market offers a platform where people buy and sell shares of publicly listed companies. Generally, stock prices are quite volatile; hence predicting them is a daunting task. There is still much research going to develop more…

Portfolio Management · Quantitative Finance 2022-08-23 Jaydip Sen , Arpit Awad , Aaditya Raj , Gourav Ray , Pusparna Chakraborty , Sanket Das , Subhasmita Mishra

Feature-based offline algorithm selection has shown its effectiveness in a wide range of optimization problems, including the black-box optimization problem. An algorithm selection system selects the most promising optimizer from an…

Machine Learning · Computer Science 2024-05-21 Takushi Yoshikawa , Ryoji Tanabe