English
Related papers

Related papers: Topics in Stochastic Portfolio Theory

200 papers

We present new stochastic differential equations, that are more general and simpler than the existing Ito-based stochastic differential equations. As an example, we apply our approach to the investment (portfolio) model.

Portfolio Management · Quantitative Finance 2012-11-27 Moawia Alghalith

A technique from stochastic portfolio theory [Fernholz, 1998] is applied to analyse equity returns of Small, Mid and Large cap portfolios in an emerging market through periods of growth and regional crises, up to the onset of the global…

General Finance · Quantitative Finance 2013-07-02 Diane Wilcox , Tim Gebbie

A sequel to arXiv:1111.1460, this paper elaborates on some of the themes in the above paper. Connections to Symplectic Field Theory (SFT) and mirror symmetry are explored.

Mathematical Physics · Physics 2013-09-02 Daniel Pomerleano

The aim of this textbook is to provide students with basic knowledge of stochastic models that may apply to telecommunications research areas, such as traffic modelling, resource provisioning and traffic management. These study areas are…

Probability · Mathematics 2025-03-18 Moshe Zukerman

Assuming frictionless trading, classical stochastic portfolio theory (SPT) provides relative arbitrage strategies. However, the costs associated with real-world execution are state-dependent, volatile, and under increasing stress during…

Portfolio Management · Quantitative Finance 2025-07-15 Nader Karimi , Erfan Salavati

The status of stochastic cooling and developments over the years are reviewed with reference to much of the original work. Both theoretical and technological subjects are considered.

Accelerator Physics · Physics 2008-11-26 John Marriner

In this paper we develop a concrete and fully implementable approach to the optimization of functionally generated portfolios in stochastic portfolio theory. The main idea is to optimize over a family of rank-based portfolios parameterized…

Portfolio Management · Quantitative Finance 2021-10-12 Steven Campbell , Ting-Kam Leonard Wong

This is a survey on spectral theory of dynamical systems.

Dynamical Systems · Mathematics 2020-06-23 Adam Kanigowski , Mariusz Lemańczyk

In this article we give a survey on open problems and conjectures concerning L^2-invariants. We cover the whole portfolio and not only certain aspects as they are considered in the previous more specialized (and within their scope more…

Algebraic Topology · Mathematics 2023-11-30 Dominik Kirstein , Christian Kremer , Wolfgang Lueck

This is a non-technical survey of a recent theory of valuations on manifolds constructed in math.MG/0503397, math.MG/0503399, math.MG/0509512, math.MG/0511171 and actually a guide to this series of articles. We review also some recent…

Metric Geometry · Mathematics 2011-11-16 Semyon Alesker

Stochastic networks represent very important subject of research because they have been found in almost all branches of modern science, including also sociology and economy. We provide a information theory point of view, mostly based on its…

Statistical Mechanics · Physics 2009-04-15 G. Wilk , Z. Wlodarczyk

A geometric analysis of the time series of returns has been performed in the past and it implied that the most of the systematic information of the market is contained in a space of small dimension. Here we have explored subspaces of this…

Portfolio Management · Quantitative Finance 2011-08-23 Samuel Eleutério , Tanya Araújo , R. Vilela Mendes

Based on the existing literature, this article presents the different ways of choosing the parameters of stochastic volatility models in general, in the context of pricing financial derivative contracts. This includes the use of stochastic…

Pricing of Securities · Quantitative Finance 2025-12-24 Fabien Le Floc'h

The past two decades have witnessed a surge of new research in the analysis of randomized experiments. The emergence of this literature may seem surprising given the widespread use and long history of experiments as the "gold standard" in…

Econometrics · Economics 2025-04-03 Yuehao Bai , Azeem M. Shaikh , Max Tabord-Meehan

Recent progress in portfolio choice has made a wide class of problems involving transaction costs tractable. We review the basic approach to these problems, and outline some directions for future research.

Portfolio Management · Quantitative Finance 2012-08-01 Paolo Guasoni , Johannes Muhle-Karbe

In stochastic analysis, the flow of information through time is typically modelled using a filtration. We introduce some of the basic ideas involving enlargements of filtration. Here, we focus mainly on initial enlargements, where a given…

Probability · Mathematics 2022-10-14 Peter Ouwehand

The paper studies problem of continuous time optimal portfolio selection for a incom- plete market diffusion model. It is shown that, under some mild conditions, near optimal strategies for investors with different performance criteria can…

Portfolio Management · Quantitative Finance 2014-04-15 Nikolai Dokuchaev

Functional portfolio generation, initiated by E.R. Fernholz almost twenty years ago, is a methodology for constructing trading strategies with controlled behavior. It is based on very weak and descriptive assumptions on the covariation…

Mathematical Finance · Quantitative Finance 2016-03-29 Ioannis Karatzas , Johannes Ruf

This paper has been withdrawn. With the advancement of statistical theory and computing power, data sets are providing a greater amount of insight into the problems of today. Statisticians have an ever increasing number of tools to attack…

Statistics Theory · Mathematics 2012-12-20 Derek S. Young

In the paper a problem of risk measures on a discrete-time market model with transaction costs is studied. Strategy effectiveness and shortfall risk is introduced. This paper is a generalization of quantile hedging presented in [4].

Mathematical Finance · Quantitative Finance 2016-01-14 Michał Barski