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Related papers: Topics in Stochastic Portfolio Theory

200 papers

This paper studies a continuous-time market {under stochastic environment} where an agent, having specified an investment horizon and a target terminal mean return, seeks to minimize the variance of the return with multiple stocks and a…

Portfolio Management · Quantitative Finance 2013-02-28 Wan-Kai Pang , Yuan-Hua Ni , Xun Li , Ka-Fai Cedric Yiu

We develop a framework for stochastic portfolio theory (SPT), which incorporates modern nonlinear price impact and impact decay models. Our main result is the derivation of the celebrated master formula for additive functional generation of…

Mathematical Finance · Quantitative Finance 2026-04-15 David Itkin

An investment portfolio consists of $n$ algorithmic trading strategies, which generate vectors of positions in trading assets. Sign opposite trades (buy/sell) cross each other as strategies are combined in a portfolio. Then portfolio…

Portfolio Management · Quantitative Finance 2024-12-05 A. V. Kuliga , I. N. Shnurnikov

We consider the problem of selecting a portfolio of assets that provides the investor a suitable balance of expected return and risk. With respect to the seminal mean-variance model of Markowitz, we consider additional constraints on the…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Andrea Schaerf

These notes were originally written for the Stochastic Analysis Seminar in the Department of Operations Research and Financial Engineering at Princeton University, in February of 2011. The seminar was attended and supported by members of…

Mathematical Finance · Quantitative Finance 2016-10-04 Andrew Papanicolaou

This survey is an introduction to asymptotic methods for portfolio-choice problems with small transaction costs. We outline how to derive the corresponding dynamic programming equations and simplify them in the small-cost limit. This allows…

Portfolio Management · Quantitative Finance 2017-05-25 Johannes Muhle-Karbe , Max Reppen , H. Mete Soner

In this paper new analytical and numerical approaches to valuating path-dependent options of European type have been developed. The model of stochastic volatility as a basic model has been chosen. For European options we could improve the…

Pricing of Securities · Quantitative Finance 2010-09-24 Yu. A. Kuperin , P. A. Poloskov

In "On the homotopy theory of arrangements," published in 1986, the authors gave a comprehensive survey of the subject. This article updates and continues the earlier article, noting some key open problems.

Combinatorics · Mathematics 2007-05-23 Michael Falk , Richard Randell

Stochastic network calculus is a theory for stochastic service guarantee analysis of computer communication networks. In the current stochastic network calculus literature, its traffic and server models are typically based on the cumulative…

Networking and Internet Architecture · Computer Science 2009-06-11 J. Xie , Y. Jiang

This book covers a wide range of problems involving the applications of stochastic processes, stochastic calculus, large deviation theory, group representation theory and quantum statistics to diverse fields in dynamical systems,…

Mathematical Physics · Physics 2021-08-13 Harish Parthasarathy

We consider the following problem in stochastic portfolio theory. Are there portfolios that are relative arbitrages with respect to the market portfolio over very short periods of time under realistic assumptions? We answer a slightly…

Probability · Mathematics 2016-03-15 Soumik Pal

Concerning Numerical Stochastic Perturbation Theory, we discuss the convergence of the stochastic process (idea of the proof, features of the limit distribution, rate of convergence to equilibrium). Then we also discuss the expected…

High Energy Physics - Lattice · Physics 2015-06-25 F. Di Renzo , L. Scorzato

This report was originally written as an industry white paper on Hedge Funds. This paper gives an overview to Hedge Funds, with a focus on risk management issues. We define and explain the general characteristics of Hedge Funds, their main…

General Finance · Quantitative Finance 2009-04-20 Sovan Mitra

Markov chains are a class of probabilistic models that have achieved widespread application in the quantitative sciences. This is in part due to their versatility, but is compounded by the ease with which they can be probed analytically.…

Machine Learning · Computer Science 2023-12-18 Eddie Seabrook , Laurenz Wiskott

This is a reference volume on polyfold and Fredholm theory.

Functional Analysis · Mathematics 2017-07-28 Helmut Hofer , Krzysztof Wysocki , Eduard Zehnder

We comment on a recent approach to spatial stochastic inversion, which centers on a concept known as "anchors" and conducts nonparametric estimation of the likelihood of the anchors (along with other model parameters) with respect to data…

Applications · Statistics 2016-06-29 Zepu Zhang

This survey article is dedicated to the life of the famous American economist H. Markowitz (1927--2023). We do revisit the main statements of the portfolio selection theory in terms of mathematical completeness including all the necessary…

General Economics · Economics 2024-10-18 Ignas Gasparavičius , Andrius Grigutis

We propose a group model for correlations in stock markets. In the group model the markets are composed of several groups, within which the stock price fluctuations are correlated. The spectral properties of empirical correlation matrices…

Statistical Mechanics · Physics 2009-10-31 Jae Dong Noh

Motivated by recent advances in the spectral theory of auto-covariance matrices, we are led to revisit a reformulation of Markowitz' mean-variance portfolio optimization approach in the time domain. In its simplest incarnation it applies to…

Portfolio Management · Quantitative Finance 2016-06-22 Peter A. Bebbington , Reimer Kuehn

This book contains a large number of exercises related to different stochastic disciplines. Difficulty of the problems varies from the basic level in the first chapter up to the analysis of articles in Probability, Statistics and Computer…