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This research paper explores the performance of Machine Learning (ML) algorithms and techniques that can be used for financial asset price forecasting. The prediction and forecasting of asset prices and returns remains one of the most…

Statistical Finance · Quantitative Finance 2020-04-06 Philip Ndikum

Optimal asset allocation is a key topic in modern finance theory. To realize the optimal asset allocation on investor's risk aversion, various portfolio construction methods have been proposed. Recently, the applications of machine learning…

Portfolio Management · Quantitative Finance 2020-07-21 Yusuke Uchiyama , Kei Nakagawa

In light of the power problems of statistical tests and undisciplined use of alpha-based statistics to compare models, this paper proposes a unified set of distance-based performance metrics, derived as the square root of the sum of squared…

Portfolio Management · Quantitative Finance 2018-03-06 Zhongzhi Lawrence He

Since Markowitz's mean-variance framework, optimizing a portfolio that maximizes the profit and minimizes the risk has been ubiquitous in the financial industry. Initially, profit and risk were measured by the first two moments of the…

Signal Processing · Electrical Eng. & Systems 2023-09-12 Xiwen Wang , Rui Zhou , Jiaxi Ying , Daniel P. Palomar

This paper proposes an expected multivariate utility analysis for ESG investors in which green stocks, brown stocks, and a market index are modeled in a one-factor, CAPM-type structure. This setting allows investors to accommodate their…

Portfolio Management · Quantitative Finance 2023-07-25 Marcos Escobar-Anel , Yiyao Jiao

We model investor heterogeneity using different required returns on an investment and evaluate the impact on the valuation of an investment. By assuming no disagreement on the cash flows, we emphasize how risk preferences in particular, but…

General Finance · Quantitative Finance 2021-09-13 Carol Alexander , Xi Chen , Charles Ward

This paper introduces a novel process for both factor and idiosyncratic volatility matrices whose eigenvalues follow the vector auto-regressive (VAR) model. We call it the factor and idiosyncratic VAR (FIVAR) model. The FIVAR model accounts…

Methodology · Statistics 2025-09-25 Minseok Shin , Donggyu Kim , Yazhen Wang , Jianqing Fan

We study the feasibility and noise sensitivity of portfolio optimization under some downside risk measures (Value-at-Risk, Expected Shortfall, and semivariance) when they are estimated by fitting a parametric distribution on a finite sample…

Risk Management · Quantitative Finance 2008-12-10 Istvan Varga-Haszonits , Imre Kondor

Tensor time series data appears naturally in a lot of fields, including finance and economics. As a major dimension reduction tool, similar to its factor model counterpart, the idiosyncratic components of a tensor time series factor model…

Methodology · Statistics 2022-08-09 Weilin Chen , Clifford Lam

Portfolio optimisation is essential in quantitative investing, but its implementation faces several practical difficulties. One particular challenge is converting optimal portfolio weights into real-life trades in the presence of realistic…

Portfolio Management · Quantitative Finance 2024-10-01 Cristiano Arbex Valle

This study develops and evaluates a deep reinforcement learning framework for dynamic portfolio allocation across global equity markets. The Soft Actor-Critic algorithm is used to learn continuous portfolio weights within a Markov Decision…

Portfolio Management · Quantitative Finance 2026-05-19 Kamil Kashif , Robert Ślepaczuk

A factor copula model is proposed in which factors are either simulable or estimable from exogenous information. Point estimation and inference are based on a simulated methods of moments (SMM) approach with non-overlapping simulation…

Econometrics · Economics 2022-12-02 Alexander Mayer , Dominik Wied

This paper studies conditional allocation between a growth/technology ETF basket, denoted by $G$, and a defensive income/value-oriented ETF basket, denoted by $D$. The objective is not to discover a new standalone alpha factor, but to…

Portfolio Management · Quantitative Finance 2026-05-21 Zheli Xiong

Building on a prominent agent-based model, we present a new structural stochastic volatility asset pricing model of fundamentalists vs. chartists where the prices are determined based on excess demand. Specifically, this allows for…

Economics · Quantitative Finance 2016-05-02 Radu T. Pruna , Maria Polukarov , Nicholas R. Jennings

Financial sentiment analysis is crucial for trading and investment decision-making. This study introduces an adaptive retrieval augmented framework for Large Language Models (LLMs) that aligns with human instructions through Instruction…

Computational Engineering, Finance, and Science · Computer Science 2024-10-22 Zijie Zhao , Roy E. Welsch

This paper investigates the role of high-dimensional information sets in the context of Markov switching models with time varying transition probabilities. Markov switching models are commonly employed in empirical macroeconomic research…

Econometrics · Economics 2019-05-07 Gregor Zens , Maximilian Böck

Financial time series are commonly decomposed into market factors, which capture shared price movements across assets, and residual factors, which reflect asset-specific deviations. To hedge the market-wide risks, such as the COVID-19…

Computational Engineering, Finance, and Science · Computer Science 2026-02-06 Koshi Watanabe , Ryota Ozaki , Kentaro Imajo , Masanori Hirano

The aim of our work is to propose a natural framework to account for all the empirically known properties of the multivariate distribution of stock returns. We define and study a "nested factor model", where the linear factors part is…

Risk Management · Quantitative Finance 2015-01-15 Rémy Chicheportiche , Jean-Philippe Bouchaud

In this paper, we price European Call three different option pricing models, where the volatility is dynamically changing i.e. non constant. In stochastic volatility (SV) models for option pricing a closed form approximation technique is…

Pricing of Securities · Quantitative Finance 2023-09-19 Natasha Latif , Shafqat Ali Shad , Muhammad Usman , Chandan Kumar , Bahman B Motii , MD Mahfuzer Rahman , Khuram Shafi , Zahra Idrees

This paper provides a general method to directly translate a classical economic framework with a large number of agents into a field-formalism model. This type of formalism allows the analytical treatment of economic models with an…

General Finance · Quantitative Finance 2022-05-09 Pierre Gosselin , Aïleen Lotz , Marc Wambst