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Related papers: Algorithms and Learning for Fair Portfolio Design

200 papers

Most existing notions of algorithmic fairness are one-shot: they ensure some form of allocative equality at the time of decision making, but do not account for the adverse impact of the algorithmic decisions today on the long-term welfare…

Computers and Society · Computer Science 2019-06-28 Hoda Heidari , Vedant Nanda , Krishna P. Gummadi

Portfolio optimization has been a central problem in finance, often approached with two steps: calibrating the parameters and then solving an optimization problem. Yet, the two-step procedure sometimes encounter the "error maximization"…

Portfolio Management · Quantitative Finance 2021-07-13 Ayse Sinem Uysal , Xiaoyue Li , John M. Mulvey

Under mean-variance-utility framework, we propose a new portfolio selection model, which allows wealth and time both have influences on risk aversion in the process of investment. We solved the model under a game theoretic framework and…

Portfolio Management · Quantitative Finance 2020-08-11 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

Autonomous systems can substantially enhance a human's efficiency and effectiveness in complex environments. Machines, however, are often unable to observe the preferences of the humans that they serve. Despite the fact that the human's and…

Machine Learning · Statistics 2017-05-29 Agostino Capponi , Reza Ghanadan , Matt Stern

There is increasing regulatory interest in whether machine learning algorithms deployed in consequential domains (e.g. in criminal justice) treat different demographic groups "fairly." However, there are several proposed notions of…

Theoretical Economics · Economics 2020-02-19 Christopher Jung , Sampath Kannan , Changhwa Lee , Mallesh M. Pai , Aaron Roth , Rakesh Vohra

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

We study the problem of fairly allocating indivisible goods to groups of agents. Agents in the same group share the same set of goods even though they may have different preferences. Previous work has focused on unanimous fairness, in which…

Computer Science and Game Theory · Computer Science 2020-01-01 Erel Segal-Halevi , Warut Suksompong

We consider the problem of online fair division of indivisible goods to players when there are a finite number of types of goods and player values are drawn from distributions with unknown means. Our goal is to maximize social welfare…

Computer Science and Game Theory · Computer Science 2024-12-10 Ariel D. Procaccia , Benjamin Schiffer , Shirley Zhang

The standard approach for constructing a Mean-Variance portfolio involves estimating parameters for the model using collected samples. However, since the distribution of future data may not resemble that of the training set, the…

Mathematical Finance · Quantitative Finance 2025-03-12 Duy Khanh Lam

Zero-sum games have long guided artificial intelligence research, since they possess both a rich strategy space of best-responses and a clear evaluation metric. What's more, competition is a vital mechanism in many real-world multi-agent…

Computer Science and Game Theory · Computer Science 2020-03-03 Edward Hughes , Thomas W. Anthony , Tom Eccles , Joel Z. Leibo , David Balduzzi , Yoram Bachrach

We study the problem of optimal long term portfolio selection with a view to beat a benchmark. Two kinds of objectives are considered. One concerns the probability of outperforming the benchmark and seeks either to minimise the decay rate…

Probability · Mathematics 2017-12-04 Anatolii A. Puhalskii

The role of portfolio construction in the implementation of equity market neutral factors is often underestimated. Taking the classical momentum strategy as an example, we show that one can significantly improve the main strategy's features…

Portfolio Management · Quantitative Finance 2018-10-22 Stefano Ciliberti , Stanislao Gualdi

The fair allocation of indivisible resources is a fundamental problem. Existing research has developed various allocation mechanisms or algorithms to satisfy different fairness notions. For example, round robin (RR) was proposed to meet the…

Artificial Intelligence · Computer Science 2025-05-13 Ryota Maruo , Koh Takeuchi , Hisashi Kashima

Machine learning algorithms are becoming integrated into more and more high-stakes decision-making processes, such as in social welfare issues. Due to the need of mitigating the potentially disparate impacts from algorithmic predictions,…

Machine Learning · Statistics 2024-02-07 Xianli Zeng , Edgar Dobriban , Guang Cheng

This study first reviews fuzzy random Portfolio selection theory and describes the concept of portfolio optimization model as a useful instrument for helping finance practitioners and researchers. Second, this paper specifically aims at…

Optimization and Control · Mathematics 2014-02-18 Mir Ehsan Hesam Sadati , Ali Doniavi

Reinforcement learning has been explored for many problems, from video games with deterministic environments to portfolio and operations management in which scenarios are stochastic; however, there have been few attempts to test these…

General Finance · Quantitative Finance 2024-02-19 Sherly Alfonso-Sánchez , Jesús Solano , Alejandro Correa-Bahnsen , Kristina P. Sendova , Cristián Bravo

Machine Learning (ML) algorithms shape our lives. Banks use them to determine if we are good borrowers; IT companies delegate them recruitment decisions; police apply ML for crime-prediction, and judges base their verdicts on ML. However,…

Computer Science and Game Theory · Computer Science 2021-01-05 Omer Ben-Porat , Fedor Sandomirskiy , Moshe Tennenholtz

We study the two-player safe game of Competitive Diffusion, a game-theoretic model for the diffusion of technologies or influence through a social network. In game theory, safe strategies are mixed strategies with a minimal expected gain…

Discrete Mathematics · Computer Science 2015-07-10 Jeannette Janssen , Celeste Vautour

In this paper we introduce the novel framework of distributionally robust games. These are multi-player games where each player models the state of nature using a worst-case distribution, also called adversarial distribution. Thus each…

Optimization and Control · Mathematics 2017-07-25 Dario Bauso , Jian Gao , Hamidou Tembine

We consider the age-old problem of allocating items among different agents in a way that is efficient and fair. Two papers, by Dolev et al. and Ghodsi et al., have recently studied this problem in the context of computer systems. Both…

Computer Science and Game Theory · Computer Science 2012-04-20 Avital Gutman , Noam Nisan