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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

Among professionals and academics alike, it is well known that active portfolio management is unable to provide additional risk-adjusted returns relative to their benchmarks. For this reason, passive wealth management has emerged in recent…

Portfolio Management · Quantitative Finance 2022-03-28 Daniele Bufalo , Michele Bufalo , Francesco Cesarone , Giuseppe Orlando

In this paper, the optimal mean-reverting portfolio (MRP) design problem is considered, which plays an important role for the statistical arbitrage (a.k.a. pairs trading) strategy in financial markets. The target of the optimal MRP design…

Portfolio Management · Quantitative Finance 2018-03-09 Ziping Zhao , Rui Zhou , Zhongju Wang , Daniel P. Palomar

The first moment and second central moments of the portfolio return, a.k.a. mean and variance, have been widely employed to assess the expected profit and risk of the portfolio. Investors pursue higher mean and lower variance when designing…

Portfolio Management · Quantitative Finance 2020-08-04 Rui Zhou , Daniel P. Palomar

This survey reviews portfolio choice in settings where investment opportunities are stochastic due to, e.g., stochastic volatility or return predictability. It is explained how to heuristically compute candidate optimal portfolios using…

Portfolio Management · Quantitative Finance 2013-11-08 Ren Liu , Johannes Muhle-Karbe

In this paper, an optimization problem with uncertain objective function coefficients is considered. The uncertainty is specified by providing a discrete scenario set, containing possible realizations of the objective function coefficients.…

Data Structures and Algorithms · Computer Science 2023-03-10 Marc Goerigk , Romain Guillaume , Adam Kasperski , Paweł Zieliński

A constant weight asset allocation is a popular investment strategy and is optimal under a suitable continuous model. We study the tracking error for the target continuous rebalancing strategy by a feasible discrete-in-time rebalancing…

Mathematical Finance · Quantitative Finance 2023-08-21 Masayuki Ando , Masaaki Fukasawa

We study optimal investment in a financial market having a finite number of assets from a signal processing perspective. We investigate how an investor should distribute capital over these assets and when he should reallocate the…

Portfolio Management · Quantitative Finance 2015-06-04 Sait Tunc , Suleyman S. Kozat

In this work, we propose a robust optimization approach to mitigate the impact of uncertainties in particle precipitation. Our model incorporates partial differential equations, more particular nonlinear and nonlocal population balance…

Optimization and Control · Mathematics 2023-08-03 Martina Kuchlbauer , Jana Dienstbier , Adeel Muneer , Hanna Hedges , Michael Stingl , Frauke Liers , Lukas Pflug

With the improvement of computer performance and the development of GPU-accelerated technology, trading with machine learning algorithms has attracted the attention of many researchers and practitioners. In this research, we propose a novel…

Portfolio Management · Quantitative Finance 2021-03-23 Huanming Zhang , Zhengyong Jiang , Jionglong Su

Computational image reconstruction algorithms generally produce a single image without any measure of uncertainty or confidence. Regularized Maximum Likelihood (RML) and feed-forward deep learning approaches for inverse problems typically…

Machine Learning · Computer Science 2020-12-18 He Sun , Katherine L. Bouman

This paper addresses a novel \emph{cost-sensitive} distributionally robust log-optimal portfolio problem, where the investor faces \emph{ambiguous} return distributions, and a general convex transaction cost model is incorporated. The…

Optimization and Control · Mathematics 2024-11-01 Chung-Han Hsieh , Xiao-Rou Yu

Mean-reverting assets are one of the holy grails of financial markets: if such assets existed, they would provide trivially profitable investment strategies for any investor able to trade them, thanks to the knowledge that such assets…

Statistical Finance · Quantitative Finance 2015-09-22 Marco Cuturi , Alexandre d'Aspremont

Robust optimization methods have shown practical advantages in a wide range of decision-making applications under uncertainty. Recently, their efficacy has been extended to multi-period settings. Current approaches model uncertainty either…

Optimization and Control · Mathematics 2022-02-23 Omid Nohadani , Kartikey Sharma

This paper addresses the importance of incorporating various risk measures in portfolio management and proposes a dynamic hybrid portfolio optimization model that combines the spectral risk measure and the Value-at-Risk in the mean-variance…

Portfolio Management · Quantitative Finance 2023-04-12 Weiping Wu , Yu Lin , Jianjun Gao , Ke Zhou

The mean and variance of portfolio returns are the standard quantities to measure the expected return and risk of a portfolio. Efficient portfolios that provide optimal trade-offs between mean and variance warrant consideration. To express…

Signal Processing · Electrical Eng. & Systems 2022-12-15 Shengjie Xiu , Xiwen Wang , Daniel P. Palomar

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

We study the explicit calculation of the set of superhedging portfolios of contingent claims in a discrete-time market model for d assets with proportional transaction costs. The set of superhedging portfolios can be obtained by a recursive…

Pricing of Securities · Quantitative Finance 2014-05-22 Andreas Löhne , Birgit Rudloff

We revisit Markowitz's mean-variance portfolio selection model by considering a distributionally robust version, where the region of distributional uncertainty is around the empirical measure and the discrepancy between probability measures…

Methodology · Statistics 2018-02-15 Jose Blanchet , Lin Chen , Xun Yu Zhou

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
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