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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

We study a pure-exchange incomplete-market economy with heterogeneous agents. In each period, the agents choose how much to save (i.e., invest in a risk-free bond), how much to consume, and which bundle of goods to consume while their…

Theoretical Economics · Economics 2021-03-23 Bar Light

A major problem in fair division is how to allocate a set of indivisible resources among agents fairly and efficiently. The goal of this work is to characterize the tradeoffs between two well-studied measures of fairness and efficiency --…

Computer Science and Game Theory · Computer Science 2024-01-17 Michal Feldman , Simon Mauras , Tomasz Ponitka

Given two distinct complex Hadamard matrices belonging to the same equivalence class generated by the tensor products of Fourier matrices, we show that if the corresponding Hadamard subfactors are conjugate, then their intersection is a…

Operator Algebras · Mathematics 2025-10-17 Keshab Chandra Bakshi , Satyajit Guin , Guruprasad

The paper is related to the identification of firm's features which serve as determinants for firm's total factor productivity through unsupervised learning techniques (principal component analysis, self organizing maps, clustering). This…

General Economics · Economics 2025-11-26 Paolo Pedotti

We prove the global existence of an incomplete, continuous-time finite-agent Radner equilibrium in which exponential agents optimize their expected utility over both running consumption and terminal wealth. The market consists of a traded…

Mathematical Finance · Quantitative Finance 2018-09-18 Kim Weston , Gordan Zitkovic

We propose a combined model, which integrates the latent factor model and the logistic regression model, for the citation network. It is noticed that neither a latent factor model nor a logistic regression model alone is sufficient to…

Machine Learning · Statistics 2019-12-03 Namjoon Suh , Xiaoming Huo , Eric Heim , Lee Seversky

We formulate a continuous-time competitive equilibrium model of irreversible capacity investment in which a continuum of heterogeneous producers supplies a single non-durable good subject to exogenous stochastic demand. Each producer…

Probability · Mathematics 2025-12-04 Constantinos Kardaras , Alexandros Pavlis , Mihail Zervos

Factor models have become a common and valued tool for understanding the risks associated with an investing strategy. In this report we describe Exabel's factor model, we quantify the fraction of the variability of the returns explained by…

Applications · Statistics 2022-03-24 Øyvind Grotmol , Michael Scheuerer , Kjersti Aas , Martin Jullum

The number of pension funds has multiplied exponentially over the last decade. Active portfolio management requires a precise analysis of the performance drivers. Several risk and performance attribution metrics have been developed since…

Portfolio Management · Quantitative Finance 2021-11-17 Hugo Inzirillo , Rémi Genet

We consider a robust approach to address uncertainty in model parameters in Markov Decision Processes (MDPs), which are widely used to model dynamic optimization in many applications. Most prior works consider the case where the uncertainty…

Optimization and Control · Mathematics 2021-09-02 Vineet Goyal , Julien Grand-Clément

Finite heat reservoir capacity and temperature fluctuations lead to modification of the well known canonical exponential weight factor. Requiring that the corrections least depend on the one-particle energy, we derive a deformed entropy,…

Statistical Mechanics · Physics 2016-05-20 T. S. Biro , G. G. Barnafoldi , P. Van

We explore a decomposition in which returns on a large class of portfolios relative to the market depend on a smooth non-negative drift and changes in the asset price distribution. This decomposition is obtained using general continuous…

Portfolio Management · Quantitative Finance 2018-10-31 Ricardo T. Fernholz , Caleb Stroup

An algorithm was recently introduced by INTECH for the purposes of estimating the trading-profit contribution of systematic rebalancing to the relative return of rules-based investment strategies. We apply this methodology to analyze the…

Portfolio Management · Quantitative Finance 2016-01-29 Vassilios Papathanakos

We uncover a large and significant low-minus-high rank effect for commodities across two centuries. There is nothing anomalous about this anomaly, nor is it clear how it can be arbitraged away. Using nonparametric econometric methods, we…

General Finance · Quantitative Finance 2016-07-27 Ricardo T. Fernholz , Christoffer Koch

We consider a generalized two-species population dynamic model and analytically solve it for the amensalism and commensalism ecological interactions. These two-species models can be simplified to a one-species model with a time dependent…

Populations and Evolution · Quantitative Biology 2012-07-05 Brenno Caetano Troca Cabella , Fabiano Ribeiro , Alexandre Souto Martinez

Observable social traits determine how we interact in society and remain pervasive even in our globalized world. While a popular hypothesis states that they may help promote cooperation, the alternative explanation that they facilitate…

Physics and Society · Physics 2020-09-14 Juan Ozaita , Andrea Baronchelli , Angel Sánchez

We consider the problem of optimal portfolio selection under forward investment performance criteria in an incomplete market. Given multiple traded assets, the prices of which depend on multiple observable stochastic factors, we construct a…

Mathematical Finance · Quantitative Finance 2018-05-15 Levon Avanesyan , Mykhaylo Shkolnikov , Ronnie Sircar

This paper revisits the Arrow-Debreu general equilibrium framework through the lens of effective trade, emphasizing the distinction between theoretical and realizable market interactions. We develop the Effective Trade Model (ETM), where…

Theoretical Economics · Economics 2025-12-02 Nizar Riane

In the context of the Cobb-Douglas productivity model we consider the $N \times N$ input-output linkage matrix $W$ for a network of $N$ firms $f_1, f_2, \cdots, f_N$. The associated influence vector $v_w$ of $W$ is defined in terms of the…

Discrete Mathematics · Computer Science 2023-10-05 Jesse Geneson , Alvin Moon , Nicolas Robles , Aaron Strong , Jonathan Welburn
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