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We study the dynamic portfolio selection of an investor who uses deep learning methods to forecast stock market excess returns. In a two-asset allocation problem, deep neural networks -- both feedforward and long short-term memory (LSTM)…

General Finance · Quantitative Finance 2026-02-16 Mykola Babiak , Jozef Barunik

This paper considers mean-variance optimization under uncertainty, specifically when one desires a sparsified set of optimal portfolio weights. From the standpoint of a Bayesian investor, our approach produces a small portfolio from many…

Statistical Finance · Quantitative Finance 2016-10-05 David Puelz , P. Richard Hahn , Carlos M. Carvalho

Prediction models are traditionally optimized independently from their use in the asset allocation decision-making process. We address this shortcoming and present a framework for integrating regression prediction models in a mean-variance…

Portfolio Management · Quantitative Finance 2022-12-01 Andrew Butler , Roy H. Kwon

Offline reinforcement-learning (RL) algorithms learn to make decisions using a given, fixed training dataset without online data collection. This problem setting is captivating because it holds the promise of utilizing previously collected…

Machine Learning · Computer Science 2022-12-07 Dan Elbaz , Gal Novik , Oren Salzman

Deep reinforcement learning (DRL) has been widely studied in the portfolio management task. However, it is challenging to understand a DRL-based trading strategy because of the black-box nature of deep neural networks. In this paper, we…

Portfolio Management · Quantitative Finance 2021-12-21 Mao Guan , Xiao-Yang Liu

Vehicle insurance claims size prediction needs methods to efficiently handle these claims. Machine learning (ML) is one of the methods that solve this problem. Tree-based ensemble learning algorithms are highly effective and widely used ML…

Machine Learning · Computer Science 2023-02-22 Edossa Merga Terefe

We present an online approach to portfolio selection. The motivation is within the context of algorithmic trading, which demands fast and recursive updates of portfolio allocations, as new data arrives. In particular, we look at two online…

Portfolio Management · Quantitative Finance 2010-05-20 Theodoros Tsagaris , Ajay Jasra , Niall Adams

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

This paper explores the mean-variance portfolio selection problem in a multi-period financial market characterized by regime-switching dynamics and uncontrollable liabilities. To address the uncertainty in the decision-making process within…

Optimization and Control · Mathematics 2025-09-04 Zhongqin Gao , Ping Chen , Xun Li , Yan Lv , Wenhao Zhang

We study the optimal portfolio allocation problem from a Bayesian perspective using value at risk (VaR) and conditional value at risk (CVaR) as risk measures. By applying the posterior predictive distribution for the future portfolio…

Portfolio Management · Quantitative Finance 2020-12-04 Taras Bodnar , Mathias Lindholm , Vilhelm Niklasson , Erik Thorsén

Portfolio optimization is a critical task in investment. Most existing portfolio optimization methods require information on the distribution of returns of the assets that make up the portfolio. However, such distribution information is…

Econometrics · Economics 2025-10-09 Masahiro Kato , Kentaro Baba , Hibiki Kaibuchi , Ryo Inokuchi

This paper introduces and examines numerical approximation schemes for computing risk budgeting portfolios associated to positive homogeneous and sub-additive risk measures. We employ Mirror Descent algorithms to determine the optimal risk…

Portfolio Management · Quantitative Finance 2024-11-20 Martin Arnaiz Iglesias , Adil Rengim Cetingoz , Noufel Frikha

In this paper, we present an artificial neural network framework for portfolio compression of a large portfolio of European options with varying maturities (target portfolio) by a significantly smaller portfolio of European options with…

Portfolio Management · Quantitative Finance 2024-02-29 Vikranth Lokeshwar Dhandapani , Shashi Jain

Model averaging (MA), a technique for combining estimators from a set of candidate models, has attracted increasing attention in machine learning and statistics. In the existing literature, there is an implicit understanding that MA can be…

Statistics Theory · Mathematics 2024-04-30 Jingfu Peng

Portfolio optimization is a routine asset management operation conducted in financial institutions around the world. However, under real-world constraints such as turnover limits and transaction costs, its formulation becomes a…

Disordered Systems and Neural Networks · Physics 2025-07-11 Nishan Ranabhat , Behnam Javanparast , David Goerz , Estelle Inack

Meta-learning leverages related source tasks to learn an initialization that can be quickly fine-tuned to a target task with limited labeled examples. However, many popular meta-learning algorithms, such as model-agnostic meta-learning…

Machine Learning · Statistics 2020-03-24 Diana Cai , Rishit Sheth , Lester Mackey , Nicolo Fusi

Unlike the ordinary least-squares (OLS) estimator for the linear model, a ridge regression linear model provides coefficient estimates via shrinkage, usually with improved mean-square and prediction error. This is true especially when the…

Methodology · Statistics 2015-06-25 George Karabatsos

The majority of standard approaches to financial portfolio optimization (PO) are based on the mean-variance (MV) framework. Given a risk aversion coefficient, the MV procedure yields a single portfolio that represents the optimal trade-off…

Portfolio Management · Quantitative Finance 2024-02-27 Bruno Gašperov , Marko Đurasević , Domagoj Jakobovic

On-line portfolio selection has attracted increasing interests in machine learning and AI communities recently. Empirical evidences show that stock's high and low prices are temporary and stock price relatives are likely to follow the mean…

Computational Engineering, Finance, and Science · Computer Science 2012-06-22 Bin Li , Steven C. H. Hoi

Multi-task learning (MTL) considers learning a joint model for multiple tasks by optimizing a convex combination of all task losses. To solve the optimization problem, existing methods use an adaptive weight updating scheme, where task…

Machine Learning · Computer Science 2024-07-22 Yifei He , Shiji Zhou , Guojun Zhang , Hyokun Yun , Yi Xu , Belinda Zeng , Trishul Chilimbi , Han Zhao
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