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Brittle optimization has been observed to adversely impact model likelihoods for regression and VAEs when simultaneously fitting neural network mappings from a (random) variable onto the mean and variance of a dependent Gaussian variable.…

Machine Learning · Computer Science 2020-11-02 Andrew Stirn , David A. Knowles

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

For some estimations and predictions, we solve minimization problems with asymmetric loss functions. Usually, we estimate the coefficient of regression for these problems. In this paper, we do not make such the estimation, but rather give a…

Statistics Theory · Mathematics 2023-03-03 Naoya Yamaguchi , Yuka Yamaguchi , Ryuei Nishii

A regularization algorithm allowing random noise in derivatives and inexact function values is proposed for computing approximate local critical points of any order for smooth unconstrained optimization problems. For an objective function…

Optimization and Control · Mathematics 2021-04-07 S. Bellavia , G. Gurioli , B. Morini , Ph. L. Toint

A regularization algorithm using inexact function values and inexact derivatives is proposed and its evaluation complexity analyzed. This algorithm is applicable to unconstrained problems and to problems with inexpensive constraints (that…

Optimization and Control · Mathematics 2019-04-22 S. Bellavia , G. Gurioli , B. Morini , Ph. L. Toint

We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset returns. For large portfolios, the number of…

Portfolio Management · Quantitative Finance 2016-01-20 Liusha Yang , Romain Couillet , Matthew R. McKay

Rough stochastic volatility models have attracted a lot of attentions recently, in particular for the linear option pricing problem. In this paper, starting with power utilities, we propose to use a martingale distortion representation of…

Mathematical Finance · Quantitative Finance 2017-12-12 Jean-Pierre Fouque , Ruimeng Hu

We address the problem of portfolio optimization under the simplest coherent risk measure, i.e. the expected shortfall. As it is well known, one can map this problem into a linear programming setting. For some values of the external…

Physics and Society · Physics 2008-12-02 Stefano Ciliberti , Imre Kondor , Marc Mezard

We design and mathematically analyze sampling-based algorithms for regularized loss minimization problems that are implementable in popular computational models for large data, in which the access to the data is restricted in some way. Our…

Machine Learning · Computer Science 2019-06-04 Ryan R. Curtin , Sungjin Im , Ben Moseley , Kirk Pruhs , Alireza Samadian

We consider a portfolio with call option and the corresponding underlying asset under the standard assumption that stock-market price represents a random variable with lognormal distribution. Minimizing the variance (hedging risk) of the…

Pricing of Securities · Quantitative Finance 2010-04-27 Vladimir Nikulin

We consider an unregularized optimal control problem subject to the steady-state Navier-Stokes equations. We derive the existence of optimal solutions and prove first- and second-order optimality conditions. To approximate solutions to the…

Numerical Analysis · Mathematics 2026-05-26 Francisco Fuica , Nicolai Jork

We consider the problem of fair pricing and hedging under small perturbations of the num\'eraire. We show that for replicable claims, the change of num\'eraire affects neither the fair price nor the hedging strategy. For non-replicable…

Pricing of Securities · Quantitative Finance 2022-08-23 William Busching , Delphine Hintz , Oleksii Mostovyi , Alexey Pozdnyakov

We propose an extended full-waveform inversion formulation that includes general convex constraints on the model. Though the full problem is highly nonconvex, the overarching optimization scheme arrives at geologically plausible results by…

Optimization and Control · Mathematics 2016-08-23 Ernie Esser , Lluis Guasch , Tristan van Leeuwen , Aleksandr Y. Aravkin , Felix J. Herrmann

Empirical studies indicate the existence of long range dependence in the volatility of the underlying asset. This feature can be captured by modeling its return and volatility using functions of a stationary fractional Ornstein--Uhlenbeck…

Portfolio Management · Quantitative Finance 2018-02-12 Jean-Pierre Fouque , Ruimeng Hu

In this paper, we consider the portfolio optimization problem in a financial market where the underlying stochastic volatility model is driven by n-dimensional Brownian motions. At first, we derive a Hamilton-Jacobi-Bellman equation…

Mathematical Finance · Quantitative Finance 2024-12-20 Minglian Lin , Indranil SenGupta

We generalize classical results on the existence of optimal portfolios in discrete time frictionless market models to models with capital gains taxes. We consider the realistic but mathematically challenging rule that losses do not trigger…

Mathematical Finance · Quantitative Finance 2026-02-18 Alexander Dimitrov , Christoph Kühn

We develop a novel procedure for estimating the optimizer of general convex stochastic optimization problems of the form $\min_{x\in\mathcal{X}} \mathbb{E}[F(x,\xi)]$, when the given data is a finite independent sample selected according to…

Statistics Theory · Mathematics 2022-01-26 Daniel Bartl , Shahar Mendelson

In finance, sequential decision problems are often faced, for which reinforcement learning (RL) emerges as a promising tool for optimisation without the need of analytical tractability. However, the objective of classical RL is the expected…

Computational Finance · Quantitative Finance 2026-02-13 Federico Cacciamani , Roberto Daluiso , Marco Pinciroli , Michele Trapletti , Edoardo Vittori

Distributionally robust optimization (DRO) is a widely used framework for optimizing objective functionals in the presence of both randomness and model-form uncertainty. A key step in the practical solution of many DRO problems is a…

Optimization and Control · Mathematics 2021-04-22 Jeremiah Birrell

This paper extends the utility maximization literature by combining partial information and (robust) regulatory constraints. Partial information is characterized by the fact that the stock price itself is observable by the optimizing…

Risk Management · Quantitative Finance 2025-09-23 Nicole Bäuerle , An Chen