English
Related papers

Related papers: Portfolio rebalancing experiments using the Quantu…

200 papers

We formulate automated market maker (AMM) \emph{rebalancing} as a binary detection problem and study a hybrid quantum--classical self-attention block, \textbf{Quantum Adaptive Self-Attention (QASA)}. QASA constructs quantum…

Quantum Physics · Physics 2025-09-23 Chi-Sheng Chen , Aidan Hung-Wen Tsai

We continue to investigate the use of quantum computers for building an optimal portfolio out of a universe of 60 U.S. listed, liquid equities. Starting from historical market data, we apply our unique problem formulation on the D-Wave…

General Finance · Quantitative Finance 2020-08-21 Jeffrey Cohen , Alex Khan , Clark Alexander

We study the costs and benefits of different quantum approaches to finding approximate solutions of constrained combinatorial optimization problems with a focus on Maximum Independent Set. In the Lagrange multiplier approach we analyze the…

Quantum Physics · Physics 2024-08-13 Zain H. Saleem , Teague Tomesh , Bilal Tariq , Martin Suchara

Portfolio optimization under strict cardinality constraints is a combinatorial challenge that defies classical convex optimization techniques, particularly in the context of "Direct Indexing" and ESG-constrained mandates. In the Noisy…

Quantum Physics · Physics 2026-02-17 Javier Mancilla , Theodoros D. Bouloumis , Frederic Goguikian

The major advances in quantum computing over the last few decades have sparked great interest in applying it to solve the most challenging computational problems in a wide variety of areas. One of the most pronounced domains here are…

Quantum Physics · Physics 2024-04-11 Andreas Sturm , Bharadwaj Mummaneni , Leon Rullkötter

We present a hybrid classical-quantum framework for portfolio construction and rebalancing. Asset selection is performed using Ledoit-Wolf shrinkage covariance estimation combined with hierarchical correlation clustering to extract n = 10…

Portfolio Management · Quantitative Finance 2026-03-19 Abraham Itzhak Weinberg

The portfolio optimization problem in which the variances of the return rates of assets are not identical is analyzed in this paper using the methodology of statistical mechanical informatics, specifically, replica analysis. We define two…

Portfolio Management · Quantitative Finance 2016-12-15 Takashi Shinzato

We introduce a variational algorithm based on the quantum alternating operator ansatz (QAOA) for the approximate solution of computationally hard counting problems. Our algorithm, dubbed VQCount, is based on the equivalence between random…

Quantum Physics · Physics 2026-04-16 Julien Drapeau , Shreya Banerjee , Stefanos Kourtis

Quantum algorithms are getting extremely popular due to their potential to significantly outperform classical algorithms. Yet, applying quantum algorithms to optimization problems meets challenges related to the efficiency of quantum…

We present a simulation-and-regression method for solving dynamic portfolio allocation problems in the presence of general transaction costs, liquidity costs and market impacts. This method extends the classical least squares Monte Carlo…

Portfolio Management · Quantitative Finance 2019-06-05 Rongju Zhang , Nicolas Langrené , Yu Tian , Zili Zhu , Fima Klebaner , Kais Hamza

The Quantum Approximate Optimization Algorithm and its generalization to Quantum Alternating Operator Ansatz (QAOA) is a promising approach for applying quantum computers to challenging problems such as combinatorial optimization and…

Quantum Physics · Physics 2023-07-25 Vladimir Kremenetski , Anuj Apte , Tad Hogg , Stuart Hadfield , Norm M. Tubman

Portfolio traders strive to identify dynamic portfolio allocation schemes so that their total budgets are efficiently allocated through the investment horizon. This study proposes a novel portfolio trading strategy in which an intelligent…

Portfolio Management · Quantitative Finance 2019-12-02 Hyungjun Park , Min Kyu Sim , Dong Gu Choi

Tracking a financial index boils down to replicating its trajectory of returns for a well-defined time span by investing in a weighted subset of the securities included in the benchmark. Picking the optimal combination of assets becomes a…

Quantum Physics · Physics 2021-10-22 Samuel Fernández-Lorenzo , Diego Porras , Juan José García-Ripoll

Recently, Hadfield et al. proposed the quantum alternating operator ansatz algorithm (QAOA+), an extension of the quantum approximate optimization algorithm (QAOA), to solve constrained combinatorial optimization problems (CCOPs). Compared…

Quantum Physics · Physics 2025-12-12 Xiao-Hui Ni , Yu-Sen Wu , Bin-Bin Cai , Wen-Min Li , Su-Juan Qin , Fei Gao

We propose and compare Constraint Programming (CP) and Quantum Annealing (QA) approaches for rolling stock assignment optimisation considering necessary maintenance tasks. In the CP approach, we model the problem with an Alldifferent…

Artificial Intelligence · Computer Science 2023-09-26 Patricia Bickert , Cristian Grozea , Ronny Hans , Matthias Koch , Christina Riehn , Armin Wolf

We extend variational quantum optimization algorithms for Quadratic Unconstrained Binary Optimization problems to the class of Mixed Binary Optimization problems. This allows us to combine binary decision variables with continuous decision…

Quantum Physics · Physics 2021-09-13 Lee Braine , Daniel J. Egger , Jennifer Glick , Stefan Woerner

We introduce a generic solver for dynamic portfolio allocation problems when the market exhibits return predictability, price impact and partial observability. We assume that the price modeling can be encoded into a linear state-space and…

Portfolio Management · Quantitative Finance 2016-11-07 M. Abeille , E. Serie , A. Lazaric , X. Brokmann

We consider portfolio optimization in futures markets. We model the entire futures price curve at once as a solution of a stochastic partial differential equation. The agents objective is to maximize her utility from the final wealth when…

Portfolio Management · Quantitative Finance 2012-04-13 Fred Espen Benth , Jukka Lempa

Advancements in quantum computing are fuelling emerging applications across disciplines, including finance, where quantum and quantum-inspired algorithms can now make market predictions, detect fraud, and optimize portfolios. Expanding this…

Quantum Physics · Physics 2023-01-06 Anna G. Hughes , Jack S. Baker , Santosh Kumar Radha

We investigate the feasibility of integrating quantum algorithms as subroutines of simulation-based optimisation problems with relevance to and potential applications in mathematical finance. To this end, we conduct a thorough analysis of…