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Related papers: Sparsity and Stability for Minimum-Variance Portfo…

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We study the sensitivity to estimation error of portfolios optimized under various risk measures, including variance, absolute deviation, expected shortfall and maximal loss. We introduce a measure of portfolio sensitivity and test the…

Physics and Society · Physics 2008-12-02 Imre Kondor , Szilard Pafka , Gabor Nagy

Traditional approaches to portfolio optimization, often rooted in Modern Portfolio Theory and solved via quadratic programming or evolutionary algorithms, struggle with scalability or flexibility, especially in scenarios involving complex…

Computational Engineering, Finance, and Science · Computer Science 2025-07-23 Christian Oliva , Pedro R. Ventura , Luis F. Lago-Fernández

This paper addresses the problem of identifying sparse linear time-invariant (LTI) systems from a single sample trajectory generated by the system dynamics. We introduce a Lasso-like estimator for the parameters of the system, taking into…

Systems and Control · Computer Science 2019-04-23 Salar Fattahi , Nikolai Matni , Somayeh Sojoudi

The performance of trained neural networks is robust to harsh levels of pruning. Coupled with the ever-growing size of deep learning models, this observation has motivated extensive research on learning sparse models. In this work, we focus…

Machine Learning · Computer Science 2022-11-29 Jose Gallego-Posada , Juan Ramirez , Akram Erraqabi , Yoshua Bengio , Simon Lacoste-Julien

The classical mean-variance framework characterizes portfolio risk solely through return variance and the covariance matrix, implicitly assuming that all relevant sources of risk are captured by second moments. In modern financial markets,…

Portfolio Management · Quantitative Finance 2026-01-13 Yimeng Qiu

We consider the estimation of a sparse factor model where the factor loading matrix is assumed sparse. The estimation problem is reformulated as a penalized M-estimation criterion, while the restrictions for identifying the factor loading…

Statistics Theory · Mathematics 2025-01-23 Benjamin Poignard , Yoshikazu Terada

This study explores the use of Transformer-based models to predict both covariance and semi-covariance matrices for ETF portfolio optimization. Traditional portfolio optimization techniques often rely on static covariance estimates or…

Portfolio Management · Quantitative Finance 2024-12-02 Jiahao Zhu , Hengzhi Wu

Mixtures of matrix Gaussian distributions provide a probabilistic framework for clustering continuous matrix-variate data, which are becoming increasingly prevalent in various fields. Despite its widespread adoption and successful…

Computation · Statistics 2023-07-21 Andrea Cappozzo , Alessandro Casa , Michael Fop

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

Penalized logistic regression is extremely useful for binary classification with large number of covariates (higher than the sample size), having several real life applications, including genomic disease classification. However, the…

Methodology · Statistics 2023-04-10 Ayanendranath Basu , Abhik Ghosh , María Jaenada , Leandro Pardo

Lasso regression is a widely employed approach within the $\ell_1$ regularization framework used to promote sparsity and recover piecewise smooth signals $f:[a,b) \rightarrow \mathbb{R}$ when the given observations are obtained from noisy,…

Numerical Analysis · Mathematics 2025-07-01 Yao Xiao , Anne Gelb , Aditya Viswanathan

Covariance matrices estimated from short, noisy, and non-Gaussian financial time series are notoriously unstable. Empirical evidence suggests that such covariance structures often exhibit power-law scaling, reflecting complex, hierarchical…

Computational Finance · Quantitative Finance 2026-01-13 Andres Garcia-Medina

A new methodology has been introduced to clean the correlation matrix of single stocks returns based on a constrained principal component analysis using financial data. Portfolios were introduced, namely "Fundamental Maximum Variance…

Portfolio Management · Quantitative Finance 2020-01-27 Sebastien Valeyre

We show that Poisson regression, though often recommended over log-linear regression for modeling count and other non-negative variables in finance and economics, can be far from optimal when heteroskedasticity and sparsity -- two common…

Econometrics · Economics 2025-09-03 Agostino Capponi , Zhaonan Qu

This paper is concerned with high-dimensional panel data models where the number of regressors can be much larger than the sample size. Under the assumption that the true parameter vector is sparse we propose a panel-Lasso estimator and…

Statistics Theory · Mathematics 2014-02-14 Anders Bredahl Kock

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 challenging problem that has attracted considerable attention and effort from researchers. The optimization of stock portfolios is a particularly hard problem since the stock prices are volatile and estimation of…

Portfolio Management · Quantitative Finance 2022-10-11 Jaydip Sen , Abhishek Dutta

We address the issue of estimating the regression vector $\beta$ in the generic $s$-sparse linear model $y = X\beta+z$, with $\beta\in\R^{p}$, $y\in\R^{n}$, $z\sim\mathcal N(0,\sg^2 I)$ and $p> n$ when the variance $\sg^{2}$ is unknown. We…

Statistics Theory · Mathematics 2012-11-06 Stéphane Chrétien , Sébastien Darses

This paper considers the sample-efficiency of preference learning, which models and predicts human choices based on comparative judgments. The minimax optimal estimation error rate $\Theta(d/n)$ in classical estimation theory requires that…

Machine Learning · Computer Science 2025-06-05 Yunzhen Yao , Lie He , Michael Gastpar

We study the problem of variable selection in convex nonparametric least squares (CNLS). Whereas the least absolute shrinkage and selection operator (Lasso) is a popular technique for least squares, its variable selection performance is…

Methodology · Statistics 2025-10-31 Zhiqiang Liao , Zhaonan Qu