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This paper proposes a Deep Reinforcement Learning algorithm for financial portfolio trading based on Deep Q-learning. The algorithm is capable of trading high-dimensional portfolios from cross-sectional datasets of any size which may…

Portfolio Management · Quantitative Finance 2021-12-10 Uta Pigorsch , Sebastian Schäfer

Reinforcement learning (RL) has successfully automated the complex process of mining formulaic alpha factors, for creating interpretable and profitable investment strategies. However, existing methods are hampered by the sparse rewards…

Machine Learning · Computer Science 2025-07-29 Junjie Zhao , Chengxi Zhang , Chenkai Wang , Peng Yang

We propose a framework for constructing factor models for alpha streams. Our motivation is threefold. 1) When the number of alphas is large, the sample covariance matrix is singular. 2) Its out-of-sample stability is challenging. 3)…

Portfolio Management · Quantitative Finance 2014-12-02 Zura Kakushadze

This paper presents a sophisticated multi-day turnover quantitative trading algorithm that integrates advanced deep learning techniques with comprehensive cross-sectional stock prediction for the Chinese A-share market. Our framework…

Computational Engineering, Finance, and Science · Computer Science 2025-06-10 Yimin Du

This paper proposes a new procedure to validate the multi-factor pricing theory by testing the presence of alpha in linear factor pricing models with a large number of assets. Because the market's inefficient pricing is likely to occur to a…

Methodology · Statistics 2023-05-23 Qiang Xia , Xianyang Zhang

We propose a novel portfolio trading system, which contains a feature preprocessing module and a trading module. The feature preprocessing module consists of various data processing operations, while in the trading part, we integrate the…

Trading and Market Microstructure · Quantitative Finance 2021-11-02 Lin Li

Online portfolio selection is an integral componentof wealth management. The fundamental undertaking is tomaximise returns while minimising risk given investor con-straints. We aim to examine and improve modern strategiesto generate higher…

Computational Engineering, Finance, and Science · Computer Science 2021-09-29 Matthew Kruger , Terence L. van Zyl , Andrew Paskaramoorthy

Portfolio management is an essential part of investment decision-making. However, traditional methods often fail to deliver reasonable performance. This problem stems from the inability of these methods to account for the unique…

Portfolio Management · Quantitative Finance 2023-08-17 Petr Sokerin , Kristian Kuznetsov , Elizaveta Makhneva , Alexey Zaytsev

The PC algorithm infers causal relations using conditional independence tests that require a pre-specified Type I $\alpha$ level. PC is however unsupervised, so we cannot tune $\alpha$ using traditional cross-validation. We therefore…

Machine Learning · Statistics 2020-12-23 Eric V. Strobl

The pursuit of alpha returns that exceed market benchmarks has undergone a profound transformation, evolving from intuition-driven investing to autonomous, AI powered systems. This paper introduces a comprehensive five stage taxonomy that…

Machine Learning · Computer Science 2025-05-22 Mohammad Rubyet Islam

In recent years, quantitative investment methods combined with artificial intelligence have attracted more and more attention from investors and researchers. Existing related methods based on the supervised learning are not very suitable…

Machine Learning · Computer Science 2021-05-11 Sihang Chen , Weiqi Luo , Chao Yu

Quantitative automata are useful representations for numerous applications, including modeling probability distributions over sequences to Markov chains and reward machines. Actively learning such automata typically occurs using explicitly…

Formal Languages and Automata Theory · Computer Science 2024-11-19 Eric Hsiung , Swarat Chaudhuri , Joydeep Biswas

Modeling and managing portfolio risk is perhaps the most important step to achieve growing and preserving investment performance. Within the modern portfolio construction framework that built on Markowitz's theory, the covariance matrix of…

Risk Management · Quantitative Finance 2021-10-28 Hengxu Lin , Dong Zhou , Weiqing Liu , Jiang Bian

The risk premia of traded factors are the sum of factor means and a parameter vector we denote by {\phi} which is identified from the cross section regression of alpha of individual securities on the vector of factor loadings. If phi is…

Econometrics · Economics 2024-10-23 M. Hashem Pesaran , Ron P. Smith

The effectiveness of the machine learning methods for real-world tasks depends on the proper structure of the modeling pipeline. The proposed approach is aimed to automate the design of composite machine learning pipelines, which is…

We introduce an automatic machine learning (AutoML) modeling architecture called Autostacker, which combines an innovative hierarchical stacking architecture and an Evolutionary Algorithm (EA) to perform efficient parameter search. Neither…

Machine Learning · Computer Science 2018-03-05 Boyuan Chen , Harvey Wu , Warren Mo , Ishanu Chattopadhyay , Hod Lipson

We introduce a trade strategy representation theorem for performance measurement and portable alpha in high frequency trading, by embedding a robust trading algorithm that describe portfolio manager market timing behavior, in a canonical…

Risk Management · Quantitative Finance 2012-06-21 Godfrey Charles-Cadogan

The number of pension funds has multiplied exponentially over the last decade. Active portfolio management requires a precise analysis of the performance drivers. Several risk and performance attribution metrics have been developed since…

Portfolio Management · Quantitative Finance 2021-11-17 Hugo Inzirillo , Rémi Genet

In quantitative investing, return prediction supports various tasks, including stock selection, portfolio optimization, and risk management. Quantitative factors, such as valuation, quality, and growth, capture various characteristics of…

Computational Finance · Quantitative Finance 2025-11-26 Tian Guo , Emmanuel Hauptmann

As the number of publicly traded companies as well as the amount of their financial data grows rapidly, it is highly desired to have tracking, analysis, and eventually stock selections automated. There have been few works focusing on…

Statistical Finance · Quantitative Finance 2014-06-04 Sercan Arik , Sukru Burc Eryilmaz , Adam Goldberg