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We empirically test predictability on asset price by using stock selection rules based on maximum drawdown and its consecutive recovery. In various equity markets, monthly momentum- and weekly contrarian-style portfolios constructed from…

General Finance · Quantitative Finance 2024-05-24 Jaehyung Choi

This paper focuses on a dynamic multi-asset mean-variance portfolio selection problem under model uncertainty. We develop a continuous time framework for taking into account ambiguity aversion about both expected return rates and…

Portfolio Management · Quantitative Finance 2021-12-02 Huyen Pham , Xiaoli Wei , Chao Zhou

Searching for new effective risk factors on stock returns is an important research topic in asset pricing. Factor modeling is an active research topic in statistics and econometrics, with many new advances. However, these new methods have…

Risk Management · Quantitative Finance 2024-09-27 Xialu Liu , John Guerard , Rong Chen , Ruey Tsay

Analytical tools in business management are understood as a combination of information technologies and quantitative methods used to assist stakeholders to make better decisions. The contemporary business environment is dramatically…

Human-Computer Interaction · Computer Science 2016-07-27 Igor Barahona , Alex Riba , James Freeman

Following the rapid increase in Artificial Intelligence (AI) capabilities in recent years, the AI community has voiced concerns regarding possible safety risks. To support decision-making on the safe use and development of AI systems, there…

Machine Learning · Computer Science 2025-04-01 Gil Gekker , Meirav Segal , Dan Lahav , Omer Nevo

Artificial stock market simulation based on agent is an important means to study financial market. Based on the assumption that the investors are composed of a main fund, small trend and contrarian investors characterized by four…

Trading and Market Microstructure · Quantitative Finance 2021-09-22 Yong Shi , Bo Li , Guangle Du

Stochastic portfolio theory aims at finding relative arbitrages, i.e. trading strategies which outperform the market with probability one. Functionally generated portfolios, which are deterministic functions of the market weights, are an…

Mathematical Finance · Quantitative Finance 2021-01-19 Patrick Mijatovic

Quality-designed consumer products are easy to recognize. Wouldn't it be great if the quality of financial products became just as apparent? This paper is addressed to financial practitioners. It provides an informal introduction to…

General Finance · Quantitative Finance 2020-09-08 Andrei N. Soklakov

This article introduces a novel hybrid regime identification-forecasting framework designed to enhance multi-asset portfolio construction by integrating asset-specific regime forecasts. Unlike traditional approaches that focus on broad…

Portfolio Management · Quantitative Finance 2024-08-19 Yizhan Shu , Chenyu Yu , John M. Mulvey

This paper formulates a model of utility for a continuous time framework that captures the decision-maker's concern with ambiguity about both volatility and drift. Corresponding extensions of some basic results in asset pricing theory are…

Pricing of Securities · Quantitative Finance 2013-01-22 Larry G. Epstein , Shaolin Ji

We calculate explicitly the optimal strategy for an investor with exponential utility function when the stock price follows an autoregressive Gaussian process. We also calculate its performance and analyse it when the trading horizon tends…

Optimization and Control · Mathematics 2015-01-08 Sándor Deák , Miklós Rásonyi

Observability, in cloud native systems, is the capability to continuously generate and discover actionable insights, based on signals from the system under observation. How do you know what insights are the most useful ones? What signals…

Software Engineering · Computer Science 2023-03-24 Michael Hausenblas

Many financial and economic variables, including financial returns, exhibit nonlinear dependence, heterogeneity and heavy-tailedness. These properties may make problematic the analysis of (non-)efficiency and volatility clustering in…

Econometrics · Economics 2023-12-01 Rustam Ibragimov , Rasmus Pedersen , Anton Skrobotov

This study emphasizes how crucial it is to visualize machine learning models, especially for the banking industry, in order to improve interpretability and support predictions in high stakes financial settings. Visual tools enable…

Machine Learning · Computer Science 2025-02-24 Priyam Ganguly , Ramakrishna Garine , Isha Mukherjee

Time series data is prevalent in a wide variety of real-world applications and it calls for trustworthy and explainable models for people to understand and fully trust decisions made by AI solutions. We consider the problem of building…

Machine Learning · Computer Science 2020-11-25 Tsung-Yu Hsieh , Suhang Wang , Yiwei Sun , Vasant Honavar

We study the range of prices at which a rational agent should contemplate transacting a financial contract outside a given securities market. Trading is subject to nonproportional transaction costs and portfolio constraints and full…

Mathematical Finance · Quantitative Finance 2022-04-08 Maria Arduca , Cosimo Munari

Sharpe et al. proposed the idea of having an expected utility maximizer choose a probability distribution for future wealth as an input to her investment problem instead of a utility function. They developed a computer program, called The…

Portfolio Management · Quantitative Finance 2013-01-08 Phillip Monin

We provide a new theory for nodewise regression when the residuals from a fitted factor model are used. We apply our results to the analysis of the consistency of Sharpe ratio estimators when there are many assets in a portfolio. We allow…

Portfolio Management · Quantitative Finance 2022-02-04 Mehmet Caner , Marcelo Medeiros , Gabriel Vasconcelos

Deep learning searches for nonlinear factors for predicting asset returns. Predictability is achieved via multiple layers of composite factors as opposed to additive ones. Viewed in this way, asset pricing studies can be revisited using…

Machine Learning · Statistics 2018-04-27 Guanhao Feng , Jingyu He , Nicholas G. Polson

The Capital Asset Pricing Model (CAPM) relates a well-diversified stock portfolio to a benchmark portfolio. We insert size effect in CAPM, capturing the observation that small stocks have higher risk and return than large stocks, on…

Mathematical Finance · Quantitative Finance 2026-05-04 Abraham Atsiwo , Andrey Sarantsev