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This paper examines the usefulness of high frequency data in estimating the covariance matrix for portfolio choice when the portfolio size is large. A computationally convenient nonlinear shrinkage estimator for the integrated covariance…

Statistics Theory · Mathematics 2016-11-22 Cheng Liu , Ningning Xia , Jun Yu

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

In mixture models, anisotropic noise within each cluster is widely present in real-world data. This work investigates both computationally efficient procedures and fundamental statistical limits for clustering in high-dimensional…

Statistics Theory · Mathematics 2026-01-28 Chengzhu Huang , Yuqi Gu

Image clustering is a very useful technique that is widely applied to various areas, including remote sensing. Recently, visual representations by self-supervised learning have greatly improved the performance of image clustering. To…

Computer Vision and Pattern Recognition · Computer Science 2022-09-27 Qinglin Li , Guoping Qiu

Clustering functional data is a challenging task due to intrinsic infinite-dimensionality and the need for stable, data-adaptive partitioning. In this work, we propose a clustering framework based on Random Projections, which simultaneously…

Methodology · Statistics 2025-12-18 Matteo Mori , Laura Anderlucci

We consider an investor who seeks to maximize her expected utility derived from her terminal wealth relative to the maximum performance achieved over a fixed time horizon, and under a portfolio drawdown constraint, in a market with local…

Portfolio Management · Quantitative Finance 2016-10-28 Ankush Agarwal , Ronnie Sircar

Clustering is widely used in unsupervised learning to find homogeneous groups of observations within a dataset. However, clustering mixed-type data remains a challenge, as few existing approaches are suited for this task. This study…

Machine Learning · Statistics 2025-11-26 Badih Ghattas , Alvaro Sanchez San-Benito

Testing a covariance matrix following a Gaussian graphical model (GGM) is considered in this paper based on observations made at a set of distributed sensors grouped into clusters. Ordered transmissions are proposed to achieve the same…

Signal Processing · Electrical Eng. & Systems 2019-10-23 Yicheng Chen , Rick S. Blum , Brian M. Sadler , Jiangfan Zhang

Clustering analysis of functional data, which comprises observations that evolve continuously over time or space, has gained increasing attention across various scientific disciplines. Practical applications often involve functional data…

Methodology · Statistics 2024-06-19 Tingyu Zhu , Lan Xue , Carmen Tekwe , Keith Diaz , Mark Benden , Roger Zoh

In this paper, we revisit the portfolio optimization problems of the minimization/maximization of investment risk under constraints of budget and investment concentration (primal problem) and the maximization/minimization of investment…

Portfolio Management · Quantitative Finance 2018-01-17 Daichi Tada , Hisashi Yamamoto , Takashi Shinzato

Volatility-based trading strategies have attracted a lot of attention in financial markets due to their ability to capture opportunities for profit from market dynamics. In this article, we propose a new volatility-based trading strategy…

Trading and Market Microstructure · Quantitative Finance 2023-08-21 Ivan Letteri

This paper explores the problem of clustering ensemble, which aims to combine multiple base clusterings to produce better performance than that of the individual one. The existing clustering ensemble methods generally construct a…

Machine Learning · Computer Science 2020-12-17 Yuheng Jia , Hui Liu , Junhui Hou , Qingfu Zhang

The problem of finding the optimal portfolio for investors is called the portfolio optimization problem. Such problem mainly concerns the expectation and variability of return (i.e., mean and variance). Although the variance would be the…

Portfolio Management · Quantitative Finance 2020-07-21 Kei Nakagawa , Shuhei Noma , Masaya Abe

Multi-view clustering aims at integrating complementary information from multiple heterogeneous views to improve clustering results. Existing multi-view clustering solutions can only output a single clustering of the data. Due to their…

Machine Learning · Computer Science 2019-11-27 Shaowei Wei , Jun Wang , Guoxian Yu , Carlotta , Xiangliang Zhang

The expanding number of assets offers more opportunities for investors but poses new challenges for modern portfolio management (PM). As a central plank of PM, portfolio selection by expected utility maximization (EUM) faces uncontrollable…

Applications · Statistics 2022-10-24 Jin-Hong Du , Yifeng Guo , Xueqin Wang

An agglomerative clustering of random variables is proposed, where clusters of random variables sharing the maximum amount of multivariate mutual information are merged successively to form larger clusters. Compared to the previous…

Information Theory · Computer Science 2017-02-27 Chung Chan , Ali Al-Bashabsheh , Qiaoqiao Zhou

Convex clustering has recently garnered increasing interest due to its attractive theoretical and computational properties, but its merits become limited in the face of high-dimensional data. In such settings, pairwise affinity terms that…

Methodology · Statistics 2021-04-02 Saptarshi Chakraborty , Jason Xu

This paper considers the problem of clustering a partially observed unweighted graph---i.e., one where for some node pairs we know there is an edge between them, for some others we know there is no edge, and for the remaining we do not know…

Machine Learning · Computer Science 2014-07-25 Yudong Chen , Ali Jalali , Sujay Sanghavi , Huan Xu

The cluster-weighted model (CWM) is a mixture model with random covariates which allows for flexible clustering and density estimation of a random vector composed by a response variable and by a set of covariates. In this class of models,…

Methodology · Statistics 2013-08-06 Salvatore Ingrassia , Antonio Punzo

We consider the problem of choosing a portfolio that maximizes the cumulative prospect theory (CPT) utility on an empirical distribution of asset returns. We show that while CPT utility is not a concave function of the portfolio weights, it…

Optimization and Control · Mathematics 2024-01-11 Eric Luxenberg , Philipp Schiele , Stephen Boyd
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