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Related papers: Robust Asset Allocation for Robo-Advisors

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In this paper we consider multiple constrained resource allocation problems, where the constraints can be specified by formulating activity dependency restrictions or by using game-theoretic models. All the problems are focused on generic…

Data Structures and Algorithms · Computer Science 2009-06-19 Mugurel Ionut Andreica , Madalina Ecaterina Andreica , Costel Visan

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

Portfolio optimization is a ubiquitous problem in financial mathematics that relies on accurate estimates of covariance matrices for asset returns. However, estimates of pairwise covariance could be better and calculating time-sensitive…

Portfolio Management · Quantitative Finance 2024-11-12 James S. Cummins , Natalia G. Berloff

A critical problem in the financial world deals with the management of risk, from regulatory risk to portfolio risk. Many such problems involve the analysis of securities modelled by complex dynamics that cannot be captured analytically,…

Quantum Physics · Physics 2025-04-03 Jeong Yu Han , Bin Cheng , Dinh-Long Vu , Patrick Rebentrost

This paper investigates the impact of objective financial knowledge, confidence in one's financial skills, and digital financial literacy on individuals' decisions to seek financial advice from robo-advice platforms. Using microdata from…

General Economics · Economics 2025-05-30 David Aristei , Manuela Gallo

Many high-stake decisions follow an expert-in-loop structure in that a human operator receives recommendations from an algorithm but is the ultimate decision maker. Hence, the algorithm's recommendation may differ from the actual decision…

Human-Computer Interaction · Computer Science 2025-01-08 Julien Grand-Clément , Jean Pauphilet

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

We consider a financial intermediary managing assets and liabilities exposed to several risk sources and seeking an optimal portfolio strategy to minimise the initial capital invested and the total risk associated with investment losses and…

Optimization and Control · Mathematics 2025-05-23 Giorgio Consigli , Darinka Dentcheva , Francesca Maggioni , Giovanni Micheli

We consider the problem of optimizing a portfolio of financial assets, where the number of assets can be much larger than the number of observations. The optimal portfolio weights require estimating the inverse covariance matrix of excess…

Portfolio Management · Quantitative Finance 2021-09-29 Anik Burman , Sayantan Banerjee

When it comes to stock returns, any form of predictability can bolster risk-adjusted profitability. We develop a collaborative machine learning algorithm that optimizes portfolio weights so that the resulting synthetic security is maximally…

Econometrics · Economics 2024-04-08 Philippe Goulet Coulombe , Maximilian Goebel

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 studies the portfolio optimization problem when the investor's utility is general and the return and volatility of the risky asset are fast mean-reverting, which are important to capture the fast-time scale in the modeling of…

Mathematical Finance · Quantitative Finance 2019-01-31 Ruimeng Hu

Portfolio management is the decision-making process of allocating an amount of fund into different financial investment products. Cryptocurrencies are electronic and decentralized alternatives to government-issued money, with Bitcoin as the…

Machine Learning · Computer Science 2017-05-12 Zhengyao Jiang , Jinjun Liang

Portfolio selection is the central task for assets management, but it turns out to be very challenging. Methods based on pattern matching, particularly the CORN-K algorithm, have achieved promising performance on several stock markets. A…

Risk Management · Quantitative Finance 2018-03-01 Yang Wang , Dong Wang , Yaodong Wang , You Zhang

Algorithm portfolios represent a strategy of composing multiple heuristic algorithms, each suited to a different class of problems, within a single general solver that will choose the best suited algorithm for each input. This approach…

Artificial Intelligence · Computer Science 2014-05-16 Petr Baudiš

In this paper, we revisit the portfolio allocation problem with designated risk-budget [Qian, 2005]. We generalize the problem of arbitrary risk budgets with unequal correlations to one that includes return forecasts and transaction costs…

Computational Engineering, Finance, and Science · Computer Science 2022-10-04 Avinash Bhardwaj , Manjesh K Hanawal , Purushottam Parthasarathy

Multi-robot task allocation is one of the most fundamental classes of problems in robotics and is crucial for various real-world robotic applications such as search, rescue and area exploration. We consider the Single-Task robots and…

Robotics · Computer Science 2021-03-24 Haris Aziz , Hau Chan , Ágnes Cseh , Bo Li , Fahimeh Ramezani , Chenhao Wang

The rotation averaging problem is a fundamental task in computer vision applications. It is generally very difficult to solve due to the nonconvex rotation constraints. While a sufficient optimality condition is available in the literature,…

Computer Vision and Pattern Recognition · Computer Science 2021-03-19 Yihong Dong , Lunchen Xie , Qingjiang Shi

Allocation of scarce resources is a recurring challenge for the public sector: something that emerges in areas as diverse as healthcare, disaster recovery, and social welfare. The complexity of these policy domains and the need for meeting…

Computers and Society · Computer Science 2023-10-11 Saba Esnaashari , Jonathan Bright , John Francis , Youmna Hashem , Vincent Straub , Deborah Morgan

This paper studies the optimal resource allocation problem within a multi-agent network composed of both autonomous agents and humans. The main challenge lies in the globally coupled constraints that link the decisions of autonomous agents…

Systems and Control · Electrical Eng. & Systems 2025-04-04 Yichen Yao , Ryan Mbagna Nanko , Yue Wang , Xuan Wang
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