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This paper studies the robust optimal gain selection problem for financial trading systems, formulated within a \emph{double linear policy} framework, which allocates capital across long and short positions. The key objective is to…

Systems and Control · Electrical Eng. & Systems 2025-01-20 Chung-Han Hsieh

A powerful tool for studying long-term convergence of a Markov process to its stationary distribution is a Lyapunov function. In some sense, this is a substitute for eigenfunctions. For a stochastically ordered Markov process on the…

Probability · Mathematics 2021-03-01 Andrey Sarantsev

A simple trading model based on pair pattern strategy space with holding periods is proposed. Power-law behaviors are observed for the return variance $\sigma^2$, the price impact $H$ and the predictability $K$ for both models with linear…

Portfolio Management · Quantitative Finance 2009-11-13 F. Ren , Y. -C. Zhang

In this paper we provide a comprehensive analysis of a structural model for the dynamics of prices of assets traded in a market originally proposed in [1]. The model takes the form of an interacting generalization of the geometric Brownian…

Statistical Finance · Quantitative Finance 2018-06-06 Kartik Anand , Jonathan Khedair , Reimer Kuehn

Dynamic portfolio optimization is the process of sequentially allocating wealth to a collection of assets in some consecutive trading periods, based on investors' return-risk profile. Automating this process with machine learning remains a…

Machine Learning · Computer Science 2019-01-28 Pengqian Yu , Joon Sern Lee , Ilya Kulyatin , Zekun Shi , Sakyasingha Dasgupta

We introduce a new set of consistent measures of risks, in terms of the semi-invariants of pdf's, such that the centered moments and the cumulants of the portfolio distribution of returns that put more emphasis on the tail the…

Statistical Mechanics · Physics 2008-12-10 Y. Malevergne , D. Sornette

Mining of formulaic alpha factors refers to the process of discovering and developing specific factors or indicators (referred to as alpha factors) for quantitative trading in stock market. To efficiently discover alpha factors in vast…

Computational Engineering, Finance, and Science · Computer Science 2024-07-09 Hong-Gi Shin , Sukhyun Jeong , Eui-Yeon Kim , Sungho Hong , Young-Jin Cho , Yong-Hoon Choi

A continuous-path semimartingale market model with wealth processes discounted by a riskless asset is considered. The numeraire portfolio is the unique strictly positive wealth process that, when used as a benchmark to denominate all other…

Portfolio Management · Quantitative Finance 2010-12-24 Constantinos Kardaras

We focus on a behavioral model, that has been recently proposed in the literature, whose rational can be traced back to the Half-Full/Half-Empty glass metaphor. More precisely, we generalize the Half-Full/Half-Empty approach to the context…

Portfolio Management · Quantitative Finance 2023-12-19 Francesco Cesarone , Massimiliano Corradini , Lorenzo Lampariello , Jessica Riccioni

The present paper aims to demonstrate the usage of Convolutional Neural Networks as a generative model for stochastic processes, enabling researchers from a wide range of fields (such as quantitative finance and physics) to develop a…

Machine Learning · Statistics 2018-01-12 Fernando Fernandes Neto

RMPflow is a recently proposed policy-fusion framework based on differential geometry. While RMPflow has demonstrated promising performance, it requires the user to provide sensible subtask policies as Riemannian motion policies (RMPs: a…

Robotics · Computer Science 2019-10-09 Mustafa Mukadam , Ching-An Cheng , Dieter Fox , Byron Boots , Nathan Ratliff

We investigate the well-posedness of a general class of singular stochastic control problems in which controls are processes of finite variation. We develop an abstract framework, which we then apply to storage management and portfolio…

Mathematical Finance · Quantitative Finance 2025-07-08 Artur Sidorenko

We prove a general duality result for multi-stage portfolio optimization problems in markets with proportional transaction costs. The financial market is described by Kabanov's model of foreign exchange markets over a finite probability…

Portfolio Management · Quantitative Finance 2016-01-25 Robert Bassett , Khoa Le

We introduce a new class of forward performance processes that are endogenous and predictable with regards to an underlying market information set and, furthermore, are updated at discrete times. We analyze in detail a binomial model whose…

Mathematical Finance · Quantitative Finance 2019-03-20 Bahman Angoshtari , Thaleia Zariphopoulou , Xun Yu Zhou

We study market-to-book ratios of stocks in the context of Stochastic Portfolio Theory. Functionally generated portfolios that depend on auxiliary economic variables other than relative capitalizations ("sizes") are developed in two ways,…

Mathematical Finance · Quantitative Finance 2022-06-09 Donghan Kim

In the development of stochastic integration and the theory of semimartingales, Markov processes have been a constant source of inspiration. Despite this historical interweaving, it turned out that semimartingales should be considered the…

Probability · Mathematics 2022-11-29 Sebastian Rickelhoff , Alexander Schnurr

Pairs trading is a market-neutral strategy that exploits historical correlation between stocks to achieve statistical arbitrage. Existing pairs-trading algorithms in the literature require rather restrictive assumptions on the underlying…

Statistical Finance · Quantitative Finance 2016-08-15 Atul Deshpande , B. Ross Barmish

We use machine learning for designing a medium frequency trading strategy for a portfolio of 5 year and 10 year US Treasury note futures. We formulate this as a classification problem where we predict the weekly direction of movement of the…

Trading and Market Microstructure · Quantitative Finance 2015-12-22 Abhijit Sharang , Chetan Rao

In 1974 Kolmogorov proposed a non-probabilistic approach to statistics and model selection. Let data be finite binary strings and models be finite sets of binary strings. Consider model classes consisting of models of given maximal…

Computational Complexity · Computer Science 2007-05-23 Nikolai Vereshchagin , Paul Vitanyi

It is shown how the generating functional method of De Dominicis can be used to solve the dynamics of the original version of the minority game (MG), in which agents observe real as opposed to fake market histories. Here one again finds…

Disordered Systems and Neural Networks · Physics 2009-11-10 A. C. C. Coolen