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Learning a graph topology to reveal the underlying relationship between data entities plays an important role in various machine learning and data analysis tasks. Under the assumption that structured data vary smoothly over a graph, the…

Machine Learning · Statistics 2023-08-23 Xingyue Pu , Tianyue Cao , Xiaoyun Zhang , Xiaowen Dong , Siheng Chen

Quantitative Investment, built on the solid foundation of robust financial theories, is at the center stage in investment industry today. The essence of quantitative investment is the multi-factor model, which explains the relationship…

Human-Computer Interaction · Computer Science 2019-10-15 Xuanwu Yue , Jiaxin Bai , Qinhan Liu , Yiyang Tang , Abishek Puri , Ke Li , Huamin Qu

We develop the idea of using Monte Carlo sampling of random portfolios to solve portfolio investment problems. In this first paper we explore the need for more general optimization tools, and consider the means by which constrained random…

Portfolio Management · Quantitative Finance 2010-08-24 William T. Shaw

This work proposes a unified framework for portfolio allocation, covering both asset selection and optimization, based on a multiple-hypothesis predict-then-optimize approach. The portfolio is modeled as a structured ensemble, where each…

Portfolio Management · Quantitative Finance 2025-11-19 Alejandro Rodriguez Dominguez , Muhammad Shahzad , Xia Hong

A graph theoretic perspective is taken for a range of phenomena in continuum physics in order to develop representations for analysis of large scale, high-fidelity solutions to these problems. Of interest are phenomena described by partial…

Computational Physics · Physics 2019-05-22 R. Banerjee , K. Sagiyama , G. H. Teichert , K. Garikipati

This work proposes an algorithmic framework to learn time-varying graphs from online data. The generality offered by the framework renders it model-independent, i.e., it can be theoretically analyzed in its abstract formulation and then…

Machine Learning · Computer Science 2022-05-25 Alberto Natali , Elvin Isufi , Mario Coutino , Geert Leus

Risk budgeting is a portfolio strategy where each asset contributes a prespecified amount to the aggregate risk of the portfolio. In this work, we propose an efficient numerical framework that uses only simulations of returns for estimating…

Portfolio Management · Quantitative Finance 2023-02-03 Bernardo Freitas Paulo da Costa , Silvana M. Pesenti , Rodrigo S. Targino

The study of quantum evolution on graphs for diversified topologies is beneficial to modeling various realistic systems. A systematic method, the dimerized decomposition, is proposed to analyze the dynamics on an arbitrary network. By…

Quantum Physics · Physics 2020-03-04 He Feng , Tian-Min Yan , Y. H. Jiang

Portfolio management aims at maximizing the return on investment while minimizing risk by continuously reallocating the assets forming the portfolio. These assets are not independent but correlated during a short time period. A graph…

Computational Finance · Quantitative Finance 2021-05-19 Farzan Soleymani , Eric Paquet

The idiosyncratic (microscopic) and systemic (macroscopic) components of market structure have been shown to be responsible for the departure of the optimal mean-variance allocation from the heuristic `equally-weighted' portfolio. In this…

Portfolio Management · Quantitative Finance 2024-12-24 Sebastiano Michele Zema , Giorgio Fagiolo , Tiziano Squartini , Diego Garlaschelli

Cryptocurrencies (CCs) have risen rapidly in market capitalization over the last years. Despite striking price volatility, their high average returns have drawn attention to CCs as alternative investment assets for portfolio and risk…

Portfolio Management · Quantitative Finance 2020-09-18 Alla Petukhina , Simon Trimborn , Wolfgang Karl Härdle , Hermann Elendner

A novel approach is put forth that utilizes data similarity, quantified on a graph, to improve upon the reconstruction performance of principal component analysis. The tasks of data dimensionality reduction and reconstruction are formulated…

Machine Learning · Statistics 2018-09-26 Ioannis D. Schizas

In this paper, we extend the sampling theory on graphs by constructing a framework that exploits the structure in product graphs for efficient sampling and recovery of bandlimited graph signals that lie on them. Product graphs are graphs…

Information Theory · Computer Science 2018-09-27 Rohan Varma , Jelena Kovačević

This paper presents how the most recent improvements made on covariance matrix estimation and model order selection can be applied to the portfolio optimisation problem. The particular case of the Maximum Variety Portfolio is treated but…

Applications · Statistics 2018-04-03 Emmanuelle Jay , Eugénie Terreaux , Jean-Philippe Ovarlez , Frédéric Pascal

Graph clustering is a fundamental computational problem with a number of applications in algorithm design, machine learning, data mining, and analysis of social networks. Over the past decades, researchers have proposed a number of…

Data Structures and Algorithms · Computer Science 2019-04-12 He Sun , Luca Zanetti

The only input to attain the portfolio weights of global minimum variance portfolio (GMVP) is the covariance matrix of returns of assets being considered for investment. Since the population covariance matrix is not known, investors use…

Portfolio Management · Quantitative Finance 2020-04-20 Jinwoo Park

In reliable decision-making systems based on machine learning, models have to be robust to distributional shifts or provide the uncertainty of their predictions. In node-level problems of graph learning, distributional shifts can be…

Machine Learning · Computer Science 2023-11-02 Gleb Bazhenov , Denis Kuznedelev , Andrey Malinin , Artem Babenko , Liudmila Prokhorenkova

Graphs are widely used for describing systems made up of many interacting components and for understanding the structure of their interactions. Various statistical models exist, which describe this structure as the result of a combination…

Methodology · Statistics 2021-06-28 Louis Duvivier , Rémy Cazabet , Céline Robardet

Graph models provide efficient tools to capture the underlying structure of data defined over networks. Many real-world network topologies are subject to change over time. Learning to model the dynamic interactions between entities in such…

Machine Learning · Computer Science 2025-01-03 Amirhossein Javaheri , Jiaxi Ying , Daniel P. Palomar , Farokh Marvasti

The majority of standard approaches to financial portfolio optimization (PO) are based on the mean-variance (MV) framework. Given a risk aversion coefficient, the MV procedure yields a single portfolio that represents the optimal trade-off…

Portfolio Management · Quantitative Finance 2024-02-27 Bruno Gašperov , Marko Đurasević , Domagoj Jakobovic