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We study how the climate transition through a low-carbon economy, implemented by carbon pricing, propagates in a credit portfolio and precisely describe how carbon price dynamics affects credit risk measures such as probability of default,…

Risk Management · Quantitative Finance 2024-04-22 Géraldine Bouveret , Jean-François Chassagneux , Smail Ibbou , Antoine Jacquier , Lionel Sopgoui

Choosing the right stock portfolio with the highest efficiencies has always concerned accurate and legal investors. Investors have always been concerned about the accuracy and legitimacy of choosing the right stock portfolio with high…

General Economics · Economics 2023-04-28 Mohsen Mortazavi

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

Portfolio optimization involves determining the optimal allocation of portfolio assets in order to maximize a given investment objective. Traditionally, some form of mean-variance optimization is used with the aim of maximizing returns…

Artificial Intelligence · Computer Science 2024-03-26 Fernando Acero , Parisa Zehtabi , Nicolas Marchesotti , Michael Cashmore , Daniele Magazzeni , Manuela Veloso

Drilling investment is pivotal to operational planning in oil and gas (O\&G) exploration. Conventional deployment relies heavily on fragmented expert assessments of geological and economic factors, with limited integration ability of…

Optimization and Control · Mathematics 2026-03-20 Chao Min , Junyi Cui , Stanisław Migórski , Yonglan Xie , Qingxia Zhang , Jun Peng

Portfolio managers are typically constrained by turnover limits, minimum and maximum stock positions, cardinality, a target market capitalization and sometimes the need to hew to a style (such as growth or value). In addition, portfolio…

Portfolio Management · Quantitative Finance 2012-01-04 Andrew Clark , Jeff Kenyon

Classifiers are often utilized in time-constrained settings where labels must be assigned to inputs quickly. To address these scenarios, budgeted multi-stage classifiers (MSC) process inputs through a sequence of partial feature acquisition…

Neural and Evolutionary Computing · Computer Science 2021-12-06 Nolan H. Hamilton , Errin W. Fulp

In evolutionary multiobjective optimization, effectiveness refers to how an evolutionary algorithm performs in terms of converging its solutions into the Pareto front and also diversifying them over the front. This is not an easy job,…

Neural and Evolutionary Computing · Computer Science 2022-10-26 Yani Xue , Miqing Li , Xiaohui Liu

Evolutionary multi-objective algorithms have been widely shown to be successful when utilized for a variety of stochastic combinatorial optimization problems. Chance constrained optimization plays an important role in complex real-world…

Neural and Evolutionary Computing · Computer Science 2023-03-06 Kokila Perera , Aneta Neumann , Frank Neumann

ESG-aware portfolio optimization is increasingly important for sustainable capital allocation, yet most learning-based methods still operationalize ESG by appending static scores to the policy observation or reward. This creates a mismatch…

Artificial Intelligence · Computer Science 2026-05-12 Xin Li , Yan Ke , Longbing Cao

We study the problem of hedging unit linked life insurance policies whose benefits depend on an investment fund that incorporates environmental criteria in its selection process. Offering these products poses two key challenges:…

Risk Management · Quantitative Finance 2026-05-27 Katia Colaneri , Alessandra Cretarola , Edoardo Lombardo , Daniele Mancinelli

Appropriately designed renewable support policies can play a leading role in promoting renewable expansions and contribute to low emission goals. Meanwhile, ill-designed policies may distort electricity markets, put power utilities and…

Systems and Control · Electrical Eng. & Systems 2021-02-15 Jip Kim , Sylwia Bialek , Burcin Unel , Yury Dvorkin

Portfolio optimization is a critical area in finance, aiming to maximize returns while minimizing risk. Metaheuristic algorithms were shown to solve complex optimization problems efficiently, with Genetic Algorithms and Particle Swarm…

Portfolio Management · Quantitative Finance 2025-03-21 Hang Kin Poon

The growing interest in cryptocurrencies has drawn the attention of the financial world to this innovative medium of exchange. This study aims to explore the impact of cryptocurrencies on portfolio performance. We conduct our analysis…

Portfolio Management · Quantitative Finance 2024-01-02 Vahidin Jeleskovic , Claudio Latini , Zahid I. Younas , Mamdouh A. S. Al-Faryan

In this paper, we introduce EvoPort, a novel evolutionary portfolio optimization method that leverages stochastic exploration over a spectrum of investment pipeline depths. From raw equity data, we employ a randomized feature generation…

Computation · Statistics 2025-06-11 Nguyen Van Thanh , Nguyen Thi Hau

Since decades, the data science community tries to propose prediction models of financial time series. Yet, driven by the rapid development of information technology and machine intelligence, the velocity of today's information leads to…

Computational Finance · Quantitative Finance 2019-09-25 Giovanni Mariani , Yada Zhu , Jianbo Li , Florian Scheidegger , Roxana Istrate , Costas Bekas , A. Cristiano I. Malossi

Decision support methods from operations research are widely used to support complex planning decisions. Within the energy sector, energy system models (ESMs) applying modelling to generate alternatives (MGA) generate large sets of…

General Economics · Economics 2026-05-25 Emily Bergup , Jonas Finke , Sebastian Schär , Valentin Bertsch

Individuals invest in Environmental-Social-Governance (ESG)-assets not only because of (higher) expected returns but also driven by ethical and social considerations. Less is known about ESG-conscious investor subjective beliefs about…

General Economics · Economics 2022-06-30 Pavel Ciaian , Andrej Cupak , Pirmin Fessler , d'Artis Kancs

Portfolio optimization is a task that investors use to determine the best allocations for their investments, and fund managers implement computational models to help guide their decisions. While one of the most common portfolio optimization…

Portfolio Management · Quantitative Finance 2023-08-23 Kapil Panda

A quantum-inspired optimization approach is proposed to study the portfolio optimization aimed at selecting an optimal mix of assets based on the risk-return trade-off to achieve the desired goal in investment. By integrating conventional…

Portfolio Management · Quantitative Finance 2024-11-15 Ying-Chang Lu , Chao-Ming Fu , Lien-Po Yu , Yen-Jui Chang , Ching-Ray Chang