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This paper presents an innovative online portfolio selection model, situated within a meta-learning framework, that leverages a mixture policies strategy. The core idea is to simulate a fund that employs multiple fund managers, each skilled…

Optimization and Control · Mathematics 2025-05-13 Jiayu Shen , Jia Liu , Zhiping Chen

We introduce a unified framework for rapid, large-scale portfolio optimization that incorporates both shrinkage and regularization techniques. This framework addresses multiple objectives, including minimum variance, mean-variance, and the…

Portfolio Management · Quantitative Finance 2023-11-13 Weichuan Deng , Pawel Polak , Abolfazl Safikhani , Ronakdilip Shah

This paper presents a comparative analysis of the performances of three portfolio optimization approaches. Three approaches of portfolio optimization that are considered in this work are the mean-variance portfolio (MVP), hierarchical risk…

Machine Learning · Computer Science 2023-05-30 Jaydip Sen , Aditya Jaiswal , Anshuman Pathak , Atish Kumar Majee , Kushagra Kumar , Manas Kumar Sarkar , Soubhik Maji

We construct a deep portfolio theory. By building on Markowitz's classic risk-return trade-off, we develop a self-contained four-step routine of encode, calibrate, validate and verify to formulate an automated and general portfolio…

Portfolio Management · Quantitative Finance 2018-01-16 J. B. Heaton , N. G. Polson , J. H. Witte

With the deepening of digital transformation, business process optimisation has become the key to improve the competitiveness of enterprises. This study constructs a business process optimisation model integrating artificial intelligence…

Artificial Intelligence · Computer Science 2025-11-13 Di Liao , Ruijia Liang , Ziyi Ye

Portfolio optimization is a task that investors use to determine the best allocations for their investments, and fund managers implement computational models to help guide their decisions. While one of the most common portfolio optimization…

Portfolio Management · Quantitative Finance 2023-08-23 Kapil Panda

In this study, we propose a new multi-objective portfolio optimization with idiosyncratic and systemic risks for financial networks. The two risks are measured by the idiosyncratic variance and the network clustering coefficient derived…

Portfolio Management · Quantitative Finance 2021-11-23 Yajie Yang , Longfeng Zhao , Lin Chen , Chao Wang , Jihui Han

Multi-period portfolio optimization is important for real portfolio management, as it accounts for transaction costs, path-dependent risks, and the intertemporal structure of trading decisions that single-period models cannot capture.…

Computational Engineering, Finance, and Science · Computer Science 2025-12-16 Yuxuan Linghu , Zhiyuan Liu , Qi Deng

As the number of publicly traded companies as well as the amount of their financial data grows rapidly, it is highly desired to have tracking, analysis, and eventually stock selections automated. There have been few works focusing on…

Statistical Finance · Quantitative Finance 2014-06-04 Sercan Arik , Sukru Burc Eryilmaz , Adam Goldberg

Portfolio management is essential for any investment decision. Yet, traditional methods in the literature are ill-suited for the characteristics and dynamics of cryptocurrencies. This work presents a method to build an investment portfolio…

Portfolio Management · Quantitative Finance 2020-09-09 Rodrigo Rivera-Castro , Polina Pilyugina , Evgeny Burnaev

Online portfolio selection is a fundamental problem in computational finance, which has been extensively studied across several research communities, including finance, statistics, artificial intelligence, machine learning, and data mining,…

Computational Finance · Quantitative Finance 2013-05-21 Bin Li , Steven C. H. Hoi

This paper derives a portfolio decomposition formula when the agent maximizes utility of her wealth at some finite planning horizon. The financial market is complete and consists of multiple risky assets (stocks) plus a risk free asset. The…

Probability · Mathematics 2008-12-02 Traian A Pirvu , Ulrich G Haussmann

Portfolio management is an important yet challenging task in AI for FinTech, which aims to allocate investors' budgets among different assets to balance the risk and return of an investment. In this study, we propose a general…

Portfolio Management · Quantitative Finance 2024-12-05 Liwei Deng , Tianfu Wang , Yan Zhao , Kai Zheng

This paper investigates the problem of ensembling multiple strategies for sequential portfolios to outperform individual strategies in terms of long-term wealth. Due to the uncertainty of strategies' performances in the future market, which…

Portfolio Management · Quantitative Finance 2025-02-07 Duy Khanh Lam

For a long investment time horizon, it is preferable to rebalance the portfolio weights at intermediate times. This necessitates a multi-period market model in which portfolio optimization is usually done through dynamic programming.…

Portfolio Management · Quantitative Finance 2024-05-29 Shubhangi Sikaria , Rituparna Sen , Neelesh S. Upadhye

In this paper, we document a novel machine learning based bottom-up approach for static and dynamic portfolio optimization on, potentially, a large number of assets. The methodology applies to general constrained optimization problems and…

Mathematical Finance · Quantitative Finance 2020-11-24 Qing Yang , Zhenning Hong , Ruyan Tian , Tingting Ye , Liangliang Zhang

In this work, we introduce Modern Portfolio Theory using basic concepts from linear algebra, differential calculus, statistics, and optimization. This theory allows us to measure the return and risk of an investment portfolio, serving as a…

Optimization and Control · Mathematics 2024-07-30 Orizon P. Ferreira , Guilherme. A. Franca , Max V. Lemes

Once there is a decision of rebalancing or updating a portfolio of funds, the process of changing the current portfolio to the target one, involves a set of transactions that are susceptible of being optimized. This is particularly relevant…

Portfolio Management · Quantitative Finance 2023-11-29 Tomás de la Rosa

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

Artificial intelligence is transforming financial investment decision-making frameworks, with deep reinforcement learning demonstrating substantial potential in robo-advisory applications. This paper addresses the limitations of traditional…

Portfolio Management · Quantitative Finance 2025-02-24 Gang Huang , Xiaohua Zhou , Qingyang Song