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Related papers: Lost in Diversification

200 papers

Stablecoins have historically depegged due from par to large sales, possibly of speculative nature, or poor reserve asset quality. Using a global game which addresses both concerns, we show that the selling pressure on stablecoin holders…

Trading and Market Microstructure · Quantitative Finance 2026-03-09 Brian Zhu

It has been widely observed that capitalization-weighted indexes can be beaten by surprisingly simple, systematic investment strategies. Indeed, in the U.S. stock market, equal-weighted portfolios, random-weighted portfolios, and other…

Portfolio Management · Quantitative Finance 2018-09-12 Adrian Banner , Robert Fernholz , Vassilios Papathanakos , Johannes Ruf , David Schofield

We propose a definition of diversification as a binary relationship between financial portfolios. According to it, a convex linear combination of several risk positions with some weights is considered to be less risky than the probabilistic…

Risk Management · Quantitative Finance 2022-04-05 Maria Logvaneva , Mikhail Tselishchev

We investigate the impact of available information on the estimation of the default probability within a generalized structural model for credit risk. The traditional structural model where default is triggered when the value of the firm's…

Pricing of Securities · Quantitative Finance 2019-11-19 Imke Redeker , Ralf Wunderlich

Recently, the permutation paradigm has been proposed in data anonymization to describe any micro data masking method as permutation, paving the way for performing meaningful analytical comparisons of methods, something that is difficult…

Cryptography and Security · Computer Science 2017-01-31 Nicolas Ruiz

Portfolio underdiversification is one of the most costly losses accumulated over a household's life cycle. We provide new evidence on the impact of financial inclusion services on households' portfolio choice and investment efficiency using…

General Economics · Economics 2023-11-03 Yong Bian , Xiqian Wang , Qin Zhang

The quantification of diversification benefits due to risk aggregation plays a prominent role in the (regulatory) capital management of large firms within the financial industry. However, the complexity of today's risk landscape makes a…

Risk Management · Quantitative Finance 2009-12-19 Matthias Degen , Dominik D. Lambrigger , Johan Segers

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

A new framework for portfolio diversification is introduced which goes beyond the classical mean-variance approach and portfolio allocation strategies such as risk parity. It is based on a novel concept called portfolio dimensionality that…

Portfolio Management · Quantitative Finance 2019-09-23 Mathias Barkhagen , Brian Fleming , Sergio Garcia Quiles , Jacek Gondzio , Joerg Kalcsics , Jens Kroeske , Sotirios Sabanis , Arne Staal

Decisions taken in our everyday lives are based on a wide variety of information so it is generally very difficult to assess what are the strategies that guide us. Stock market therefore provides a rich environment to study how people take…

General Finance · Quantitative Finance 2016-09-28 Mario Gutiérrez-Roig , Carlota Segura , Jordi Duch , Josep Perelló

The potential benefits of portfolio diversification have been known to investors for a long time. Markowitz (1952) suggested the seminal approach for optimizing the portfolio problem based on finding the weights as budget shares that…

Theoretical Economics · Economics 2019-03-05 Abdulnasser Hatemi-J , Mohamed Ali Hajji , Youssef El-Khatib

We study information aggregation in a dynamic trading model with partially informed traders. Ostrovsky [2012] showed that `separable' securities aggregate information in all equilibria, however, determining whether a security is separable…

Theoretical Economics · Economics 2026-04-23 Spyros Galanis , Sergei Mikhalishchev

Modern portfolio theory(MPT) addresses the problem of determining the optimum allocation of investment resources among a set of candidate assets. In the original mean-variance approach of Markowitz, volatility is taken as a proxy for risk,…

Statistical Mechanics · Physics 2009-11-07 Morrel H. Cohen , Vincent D. Natoli

Methods for analyzing or learning from "fuzzy data" have attracted increasing attention in recent years. In many cases, however, existing methods (for precise, non-fuzzy data) are extended to the fuzzy case in an ad-hoc manner, and without…

Machine Learning · Computer Science 2017-10-10 Eyke Hüllermeier

Bias in data can have unintended consequences that propagate to the design, development, and deployment of machine learning models. In the financial services sector, this can result in discrimination from certain financial instruments and…

Cryptography and Security · Computer Science 2019-11-12 Reginald Bryant , Celia Cintas , Isaac Wambugu , Andrew Kinai , Komminist Weldemariam

Asynchronous trading in high-frequency financial markets introduces significant biases into econometric analysis, distorting risk estimates and leading to suboptimal portfolio decisions. Existing synchronization methods, such as the…

Econometrics · Economics 2025-07-17 Xinbing Kong , Cheng Liu , Bin Wu

Asymmetries in volatility spillovers are highly relevant to risk valuation and portfolio diversification strategies in financial markets. Yet, the large literature studying information transmission mechanisms ignores the fact that bad and…

General Finance · Quantitative Finance 2014-07-29 Jozef Barunik , Evzen Kocenda , Lukas Vacha

We establish the first axiomatic theory for diversification indices using six intuitive axioms: non-negativity, location invariance, scale invariance, rationality, normalization, and continuity. The unique class of indices satisfying these…

Risk Management · Quantitative Finance 2024-07-03 Xia Han , Liyuan Lin , Ruodu Wang

Sharp asymptotic lower bounds of the expected quadratic variation of discretization error in stochastic integration are given. The theory relies on inequalities for the kurtosis and skewness of a general random variable which are themselves…

Probability · Mathematics 2012-04-04 Masaaki Fukasawa

Before the massive spread of computer technology, information was far from complex. The development of technology shifted the paradigm: from individuals who faced scarce and costly information to individuals who face massive amounts of…

Statistical Finance · Quantitative Finance 2020-10-26 Giuseppe Pernagallo , Benedetto Torrisi