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Related papers: Algorithms and Learning for Fair Portfolio Design

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Algorithmic decision making systems are ubiquitous across a wide variety of online as well as offline services. These systems rely on complex learning methods and vast amounts of data to optimize the service functionality, satisfaction of…

Machine Learning · Statistics 2017-03-27 Muhammad Bilal Zafar , Isabel Valera , Manuel Gomez Rodriguez , Krishna P. Gummadi

We introduce and study a multi-class online resource allocation problem with group fairness guarantees. The problem involves allocating a fixed amount of resources to a sequence of agents, each belonging to a specific group. The primary…

Computer Science and Game Theory · Computer Science 2025-01-28 Faraz Zargari , Hossein Nekouyan Jazi , Bo Sun , Xiaoqi Tan

When users access shared resources in a selfish manner, the resulting societal cost and perceived users' cost is often higher than what would result from a centrally coordinated optimal allocation. While several contributions in mechanism…

Computer Science and Game Theory · Computer Science 2024-03-08 Leonardo Pedroso , Andrea Agazzi , W. P. M. H. Heemels , Mauro Salazar

Portfolio construction is the science of balancing reward and risk; it is at the core of modern finance. In this paper, we tackle the question of optimal decision-making within a Bayesian paradigm, starting from a decision-theoretic…

Applications · Statistics 2024-11-12 Nicolas Nguyen , James Ridgway , Claire Vernade

The increasing usage of machine learning models in consequential decision-making processes has spurred research into the fairness of these systems. While significant work has been done to study group fairness in the in-processing and…

Machine Learning · Statistics 2024-03-13 Xianli Zeng , Joshua Ward , Guang Cheng

We consider the problem of the statistical uncertainty of the correlation matrix in the optimization of a financial portfolio. We show that the use of clustering algorithms can improve the reliability of the portfolio in terms of the ratio…

Physics and Society · Physics 2008-12-02 Vincenzo Tola , Fabrizio Lillo , Mauro Gallegati , Rosario N. Mantegna

Effective machine learning models can automatically learn useful information from a large quantity of data and provide decisions in a high accuracy. These models may, however, lead to unfair predictions in certain sense among the population…

Machine Learning · Computer Science 2020-06-19 Mingliang Chen , Min Wu

Fair resource allocation is a fundamental optimization problem with applications in operations research, networking, and economic and game theory. Research in these areas has led to the general acceptance of a class of $\alpha$-fair utility…

Data Structures and Algorithms · Computer Science 2020-11-17 Jelena Diakonikolas , Maryam Fazel , Lorenzo Orecchia

This paper studies how to aggregate prosumers (or large consumers) and their collective decisions in electricity markets, with a focus on fairness. Fairness is essential for prosumers to participate in aggregation schemes. Some prosumers…

Optimization and Control · Mathematics 2024-09-02 Zoé Fornier , Vincent Leclère , Pierre Pinson

Computational tractability and social welfare (aka. efficiency) of equilibria are two fundamental but in general orthogonal considerations in algorithmic game theory. Nevertheless, we show that when (approximate) full efficiency can be…

Computer Science and Game Theory · Computer Science 2025-01-10 Ioannis Anagnostides , Tuomas Sandholm

We investigate how and when to diversify capital over assets, i.e., the portfolio selection problem, from a signal processing perspective. To this end, we first construct portfolios that achieve the optimal expected growth in i.i.d.…

Portfolio Management · Quantitative Finance 2012-07-18 Sait Tunc , Mehmet A. Donmez , Suleyman S. Kozat

Predictive algorithms are now used to help distribute a large share of our society's resources and sanctions, such as healthcare, loans, criminal detentions, and tax audits. Under the right circumstances, these algorithms can improve the…

Machine Learning · Computer Science 2023-02-21 Alex Chohlas-Wood , Madison Coots , Sharad Goel , Julian Nyarko

We propose an end-to-end distributionally robust system for portfolio construction that integrates the asset return prediction model with a distributionally robust portfolio optimization model. We also show how to learn the risk-tolerance…

Computational Finance · Quantitative Finance 2022-06-13 Giorgio Costa , Garud N. Iyengar

We find economically and statistically significant gains when using machine learning for portfolio allocation between the market index and risk-free asset. Optimal portfolio rules for time-varying expected returns and volatility are…

Portfolio Management · Quantitative Finance 2021-11-05 Michael Pinelis , David Ruppert

Fairness in algorithmic decision-making is often defined in the predictive space, where predictive performance - used as a proxy for decision-maker (DM) utility - is traded off against prediction-based fairness notions, such as demographic…

Machine Learning · Computer Science 2026-04-16 Kavya Gupta , Nektarios Kalampalikis , Christoph Heitz , Isabel Valera

Portfolio optimization is an important process in finance that consists in finding the optimal asset allocation that maximizes expected returns while minimizing risk. When assets are allocated in discrete units, this is a combinatorial…

Statistical Mechanics · Physics 2022-10-04 Álvaro Rubio-García , Juan José García-Ripoll , Diego Porras

This paper studies the portfolio optimization problem when the investor's utility is general and the return and volatility of the risky asset are fast mean-reverting, which are important to capture the fast-time scale in the modeling of…

Mathematical Finance · Quantitative Finance 2019-01-31 Ruimeng Hu

Many allocation problems in multiagent systems rely on agents specifying cardinal preferences. However, allocation mechanisms can be sensitive to small perturbations in cardinal preferences, thus causing agents who make ``small" or…

Computer Science and Game Theory · Computer Science 2021-07-13 Vijay Menon , Kate Larson

Portfolio-based algorithm selection has seen tremendous practical success over the past two decades. This algorithm configuration procedure works by first selecting a portfolio of diverse algorithm parameter settings, and then, on a given…

Artificial Intelligence · Computer Science 2020-12-25 Maria-Florina Balcan , Tuomas Sandholm , Ellen Vitercik

Algorithmic decision-making in high-stakes settings can have profound impacts on individuals and populations. While much prior work studies fairness in static settings, recent results show that enforcing static fairness constraints may…

Artificial Intelligence · Computer Science 2026-05-08 Shahin Jabbari , Chen Wang