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Choosing the optimization algorithm that performs best on a given machine learning problem is often delicate, and there is no guarantee that current state-of-the-art algorithms will perform well across all tasks. Consequently, the more…

Optimization and Control · Mathematics 2024-06-25 Måns Williamson , Monika Eisenmann , Tony Stillfjord

We propose a data-driven Neural Network (NN) optimization framework to determine the optimal multi-period dynamic asset allocation strategy for outperforming a general stochastic target. We formulate the problem as an optimal stochastic…

Computational Finance · Quantitative Finance 2020-06-30 Chendi Ni , Yuying Li , Peter Forsyth , Ray Carroll

Kelly's Criterion is well known among gamblers and investors as a method for maximizing the returns one would expect to observe over long periods of betting or investing. These ideas are conspicuously absent from portfolio optimization…

Portfolio Management · Quantitative Finance 2018-02-20 Zachariah Peterson

A widely applied diversification paradigm is the naive diversification choice heuristic. It stipulates that an economic agent allocates equal decision weights to given choice alternatives independent of their individual characteristics.…

Economics · Quantitative Finance 2016-11-10 Enrico G. De Giorgi , Ola Mahmoud

Portfolio optimization methods suffer from a catalogue of known problems, mainly due to the facts that pair correlations of asset returns are unstable, and that extremal risk measures such as maximum drawdown are difficult to predict due to…

Portfolio Management · Quantitative Finance 2022-05-20 Jan Rosenzweig

The main contribution of this paper is the derivation of the asymptotic behaviour of the out-of-sample variance, the out-of-sample relative loss, and of their empirical counterparts in the high-dimensional setting, i.e., when both ratios…

Statistical Finance · Quantitative Finance 2023-04-19 Taras Bodnar , Nestor Parolya , Erik Thorsén

Portfolio optimization has long been dominated by covariance-based strategies, such as the Markowitz Mean-Variance framework. However, these approaches often fail to ensure a balanced risk structure across assets, leading to concentration…

Portfolio Management · Quantitative Finance 2025-08-07 Biswarup Chakraborty

The prevailing mindset is that a single decision tree underperforms classic random forests in testing accuracy, despite its advantages in interpretability and lightweight structure. This study challenges such a mindset by significantly…

Machine Learning · Computer Science 2024-11-27 Qiangqiang Mao , Yankai Cao

Research on recommender systems algorithms, like other areas of applied machine learning, is largely dominated by efforts to improve the state-of-the-art, typically in terms of accuracy measures. Several recent research works however…

Information Retrieval · Computer Science 2022-05-16 Vito Walter Anelli , Alejandro Bellogín , Tommaso Di Noia , Dietmar Jannach , Claudio Pomo

The optimization of large portfolios displays an inherent instability to estimation error. This poses a fundamental problem, because solutions that are not stable under sample fluctuations may look optimal for a given sample, but are, in…

Portfolio Management · Quantitative Finance 2015-05-14 Susanne Still , Imre Kondor

Computing risk measures of a financial portfolio comprising thousands of derivatives is a challenging problem because (a) it involves a nested expectation requiring multiple evaluations of the loss of the financial portfolio for different…

Mathematical Finance · Quantitative Finance 2023-01-10 Michael B. Giles , Abdul-Lateef Haji-Ali

We show that, under a standard hardness assumption, there is no computationally efficient algorithm that given $n$ samples from an unknown distribution can give valid answers to $n^{3+o(1)}$ adaptively chosen statistical queries. A…

Machine Learning · Computer Science 2014-08-08 Moritz Hardt , Jonathan Ullman

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

Simulation methods have always been instrumental in finance, and data-driven methods with minimal model specification, commonly referred to as generative models, have attracted increasing attention, especially after the success of deep…

Portfolio Management · Quantitative Finance 2025-04-24 Adil Rengim Cetingoz , Charles-Albert Lehalle

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

Portfolio optimization approaches inevitably rely on multivariate modeling of markets and the economy. In this paper, we address three sources of error related to the modeling of these complex systems: 1. oversimplifying hypothesis; 2.…

Statistical Finance · Quantitative Finance 2021-03-30 Pier Francesco Procacci , Tomaso Aste

We consider the problem of hypothesis testing for discrete distributions. In the standard model, where we have sample access to an underlying distribution $p$, extensive research has established optimal bounds for uniformity testing,…

Machine Learning · Computer Science 2024-12-03 Maryam Aliakbarpour , Piotr Indyk , Ronitt Rubinfeld , Sandeep Silwal

Gradient descent methods and especially their stochastic variants have become highly popular in the last decade due to their efficiency on big data optimization problems. In this thesis we present the development of data sampling strategies…

Optimization and Control · Mathematics 2018-04-03 Dominik Csiba

We discuss - in what is intended to be a pedagogical fashion - generalized "mean-to-risk" ratios for portfolio optimization. The Sharpe ratio is only one example of such generalized "mean-to-risk" ratios. Another example is what we term the…

Portfolio Management · Quantitative Finance 2018-04-12 Zura Kakushadze , Willie Yu

This study investigates transformer model compression by systematically pruning its layers. We evaluated 14 pruning strategies across nine diverse datasets, including 12 strategies based on different signals obtained from layer activations,…

Machine Learning · Computer Science 2025-01-08 Md Shoaibur Rahman
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