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The effect of proportional transaction costs on systematically generated portfolios is studied empirically. The performance of several portfolios (the index tracking portfolio, the equally-weighted portfolio, the entropy-weighted portfolio,…

Portfolio Management · Quantitative Finance 2019-04-22 Johannes Ruf , Kangjianan Xie

The stock market's reaction to the external risk shock is closely related to the cross-shareholding network structure. This paper takes the public information of listed companies in the A-share securities market as the primary sample to…

General Economics · Economics 2022-12-06 Yujue Wang

We compare some methods recently used in the literature to detect the existence of a certain degree of common behavior of stock returns belonging to the same economic sector. Specifically, we discuss methods based on random matrix theory…

Disordered Systems and Neural Networks · Physics 2008-12-02 C. Coronnello , M. Tumminello , F. Lillo , S. Miccichè , R. N. Mantegna

In financial markets, abnormal trading behaviors pose a serious challenge to market surveillance and risk management. What is worse, there is an increasing emergence of abnormal trading events that some experienced traders constitute a…

Trading and Market Microstructure · Quantitative Finance 2011-10-10 Junjie Wang , Shuigeng Zhou , Jihong Guan

Stock markets can be characterized by fat tails in the volatility distribution, clustering of volatilities and slow decay of their time correlations. For an explanation models with several mechanisms and consequently many parameters as the…

Statistical Mechanics · Physics 2009-11-07 Friedrich Wagner

We investigate the general problem of how to model the kinematics of stock prices without considering the dynamical causes of motion. We propose a stochastic process with long-range correlated absolute returns. We find that the model is…

Disordered Systems and Neural Networks · Physics 2008-12-02 M. Serva , U. L. Fulco , M. L. Lyra , G. M. Viswanathan

In this article, we look at the effect of volatility clustering on the risk indifference price of options described by Sircar and Sturm in their paper (Sircar, R., & Sturm, S. (2012). From smile asymptotics to market risk measures.…

Mathematical Finance · Quantitative Finance 2015-01-20 Rohini Kumar

The stock market is heavily influenced by investor sentiment, which can drive buying or selling behavior. Sentiment analysis helps in gauging the overall sentiment of market participants towards a particular stock or the market as a whole.…

Statistical Finance · Quantitative Finance 2025-10-21 Tamoghna Mukherjee

Social learning is a fundamental mechanism shaping decision-making across numerous social networks, including social trading platforms. In those platforms, investors combine traditional investing with copying the behavior of others.…

Physics and Society · Physics 2025-07-04 Bijin Joseph , Christoph Riedl , Alex Pentland , Esteban Moro

We propose a model with heterogeneous interacting traders which can explain some of the stylized facts of stock market returns. In the model synchronization effects, which generate large fluctuations in returns, can arise either from an…

adap-org · Physics 2007-05-23 Giulia Iori

Identifying market abuse activity from data on investors' trading activity is very challenging both for the data volume and for the low signal to noise ratio. Here we propose two complementary unsupervised machine learning methods to…

Statistical Finance · Quantitative Finance 2022-12-13 Piero Mazzarisi , Adele Ravagnani , Paola Deriu , Fabrizio Lillo , Francesca Medda , Antonio Russo

The recent high level of interest in weighted complex networks gives rise to a need to develop new measures and to generalize existing ones to take the weights of links into account. Here we focus on various generalizations of the…

Statistical Mechanics · Physics 2013-05-29 J. Saramaki , M. Kivela , J. -P. Onnela , K. Kaski , J. Kertesz

Clustering is a widely used unsupervised learning method for finding structure in the data. However, the resulting clusters are typically presented without any guarantees on their robustness; slightly changing the used data sample or…

Machine Learning · Statistics 2017-01-02 Andreas Henelius , Kai Puolamäki , Henrik Boström , Panagiotis Papapetrou

Graphs are commonly used to represent and visualize causal relations. For a small number of variables, this approach provides a succinct and clear view of the scenario at hand. As the number of variables under study increases, the graphical…

Machine Learning · Statistics 2023-08-16 Santtu Tikka , Jouni Helske , Juha Karvanen

We use statistically validated networks, a recently introduced method to validate links in a bipartite system, to identify clusters of investors trading in a financial market. Specifically, we investigate a special database allowing to…

Trading and Market Microstructure · Quantitative Finance 2015-05-28 Michele Tumminello , Fabrizio Lillo , Jyrki Piilo , Rosario N. Mantegna

Long memory and volatility clustering are two stylized facts frequently related to financial markets. Traditionally, these phenomena have been studied based on conditionally heteroscedastic models like ARCH, GARCH, IGARCH and FIGARCH, inter…

Statistical Finance · Quantitative Finance 2009-11-13 Sonia R. Bentes , Rui Menezes , Diana A. Mendes

We consider trading against a hedge fund or large trader that must liquidate a large position in a risky asset if the market price of the asset crosses a certain threshold. Liquidation occurs in a disorderly manner and negatively impacts…

Trading and Market Microstructure · Quantitative Finance 2016-10-07 Caroline Hillairet , Cody Hyndman , Ying Jiao , Renjie Wang

We consider the problem of correlation clustering on graphs with constraints on both the cluster sizes and the positive and negative weights of edges. Our contributions are twofold: First, we introduce the problem of correlation clustering…

Machine Learning · Computer Science 2015-05-25 Gregory J. Puleo , Olgica Milenkovic

Understanding the dependence structure of asset returns is fundamental in risk assessment and is particularly relevant in a portfolio diversification strategy. We propose a clustering approach where evidence accumulated in a multiplicity of…

Applications · Statistics 2025-10-08 Andrea Mecchina , Roberta Pappadà , Nicola Torelli

Previous studies of the stock price response to individual trades focused on single stocks. We empirically investigate the price response of one stock to the trades of other stocks. How large is the impact of one stock on others and vice…

Statistical Finance · Quantitative Finance 2016-03-17 Shanshan Wang , Rudi Schäfer , Thomas Guhr