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Regime detection is vital for the effective operation of trading and investment strategies. However, the most popular means of doing this, the two-state Markov-switching regression model (MSR), is not an optimal solution, as two volatility…

Computational Engineering, Finance, and Science · Computer Science 2022-08-25 Piotr Pomorski , Denise Gorse

We consider a nonlinear state-space model with the state transition and observation functions expressed as basis function expansions. The coefficients in the basis function expansions are learned from data. Using a connection to Gaussian…

Computation · Statistics 2017-03-29 Andreas Svensson , Thomas B. Schön

In this article, we present an approach which allows to take into account the effect of extreme values in the modeling of financial asset returns and in the valorisation of associeted options. Specifically, the marginal distribution of…

Pricing of Securities · Quantitative Finance 2021-05-25 Hassane Abba Mallam , Diakarya Barro , Yameogo WendKouni , Bisso Saley

Large tick assets, i.e. assets where one tick movement is a significant fraction of the price and bid-ask spread is almost always equal to one tick, display a dynamics in which price changes and spread are strongly coupled. We introduce a…

Trading and Market Microstructure · Quantitative Finance 2015-06-17 Gianbiagio Curato , Fabrizio Lillo

Gaussian copulas are widely used in the industry to correlate two random variables when there is no prior knowledge about the co-dependence between them. The perturbed Gaussian copula approach allows introducing the skew information of both…

Pricing of Securities · Quantitative Finance 2012-02-10 Alberto Elices , Jean-Pierre Fouque

This study seeks to advance the understanding and prediction of stock market return uncertainty through the application of advanced deep learning techniques. We introduce a novel deep learning model that utilizes a Gaussian mixture…

Risk Management · Quantitative Finance 2025-03-11 Yanlong Wang , Jian Xu , Shao-Lun Huang , Danny Dongning Sun , Xiao-Ping Zhang

Dynamic jumps in the price and volatility of an asset are modelled using a joint Hawkes process in conjunction with a bivariate jump diffusion. A state space representation is used to link observed returns, plus nonparametric measures of…

Applications · Statistics 2016-03-10 Worapree Maneesoonthorn , Catherine S. Forbes , Gael M. Martin

We study risk-sharing equilibria with general convex costs on the agents' trading rates. For an infinite-horizon model with linear state dynamics and exogenous volatilities, we prove that the equilibrium returns mean-revert around their…

Mathematical Finance · Quantitative Finance 2020-04-16 Lukas Gonon , Johannes Muhle-Karbe , Xiaofei Shi

On a daily investment decision in a security market, the price earnings (PE) ratio is one of the most widely applied methods being used as a firm valuation tool by investment experts. Unfortunately, recent academic developments in financial…

Computational Engineering, Finance, and Science · Computer Science 2017-06-12 Haizhen Wang , Ratthachat Chatpatanasiri , Pairote Sattayatham

This paper proposes an algorithmic trading framework integrating Environmental, Social, and Governance (ESG) ratings with a pairs trading strategy. It addresses the demand for socially responsible investment solutions by developing a unique…

Trading and Market Microstructure · Quantitative Finance 2024-01-29 Eeshaan Dutta , Sarthak Diwan , Siddhartha P. Chakrabarty

We propose a novel framework for analyzing the dynamics of distribution shift in real-world systems that captures the feedback loop between learning algorithms and the distributions on which they are deployed. Prior work largely models…

Machine Learning · Computer Science 2023-10-31 Lauren Conger , Franca Hoffmann , Eric Mazumdar , Lillian Ratliff

Parallel tempering (PT), also known as replica exchange, is the go-to workhorse for simulations of multi-modal distributions. The key to the success of PT is to adopt efficient swap schemes. The popular deterministic even-odd (DEO) scheme…

Machine Learning · Computer Science 2022-11-22 Wei Deng , Qian Zhang , Qi Feng , Faming Liang , Guang Lin

We present a Monte Carlo approach to pairs trading on mean-reverting spreads modeled by L\'evy-driven Ornstein-Uhlenbeck processes. Specifically, we focus on using a variance gamma driving process, an infinite activity pure jump process to…

Computational Finance · Quantitative Finance 2024-02-02 Tim Leung , Kevin W. Lu

In this work, we consider the problem of steering the first two moments of the uncertain state of an unknown discrete-time stochastic nonlinear system to a given terminal distribution in finite time. Toward that goal, first, a…

Optimization and Control · Mathematics 2021-04-05 Alexandros Tsolovikos , Efstathios Bakolas

In this paper we introduce kinetic equations for the evolution of the probability distribution of two goods among a huge population of agents. The leading idea is to describe the trading of these goods by means of some fundamental rules in…

General Finance · Quantitative Finance 2015-06-11 G. Toscani , C. Brugna , S. Demichelis

This article considers a model for alternative processes for securities prices and compares this model with actual return data of several securities. The distributions of returns that appear in the model can be Gaussian as well as…

Adaptation and Self-Organizing Systems · Physics 2008-12-02 Kyrylo Shmatov , Mikhail Smirnov

The principal portfolio approach is an emerging method in signal-based trading. However, these principal portfolios may not be diversified to explore the key features of the prediction matrix or robust to different situations. To address…

Machine Learning · Computer Science 2025-08-27 Zhao-Rong Lai , Haisheng Yang

This paper introduces a novel system identification and tracking method for PieceWise Smooth (PWS) nonlinear stochastic hybrid systems. We are able to correctly identify and track challenging problems with diverse dynamics and low…

We study the dependence structure of market states by estimating empirical pairwise copulas of daily stock returns. We consider both original returns, which exhibit time-varying trends and volatilities, as well as locally normalized ones,…

Statistical Finance · Quantitative Finance 2015-09-30 Desislava Chetalova , Marcel Wollschläger , Rudi Schäfer

It is well documented from various empirical studies that the volatility process of an asset price dynamics is stochastic. This phenomenon called for a new approach to describing the random evolution of volatility through time with…

Risk Management · Quantitative Finance 2022-05-03 Emmanuel Coffie
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