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This paper considers consumption and portfolio optimization problems with recursive preferences in both infinite and finite time regions. Specially, the financial market consists of a risk-free asset and a risky asset that follows a general…

Optimization and Control · Mathematics 2024-12-30 Jian-hao Kang , Zhun Gou , Nan-jing Huang

This paper implements a new way of solving a problem called the traveling salesman problem (TSP) using quantum genetic algorithm (QGA). We compared how well this new approach works to the traditional method known as a classical genetic…

Quantum Physics · Physics 2024-09-24 Yijiang Ma , Tan Chye Cheah

The investment economy is a main characteristic of prosperous society. The investment portfolio management is a main financial problem, which has to be solved by the investment, commercial and central banks with the application of modern…

General Finance · Quantitative Finance 2013-02-05 Dimitri O. Ledenyov , Viktor O. Ledenyov

In this work, we explore the possibility of utilizing transfer learning techniques to address the financial portfolio optimization problem. We introduce a novel concept called "transfer risk", within the optimization framework of transfer…

Portfolio Management · Quantitative Finance 2023-07-26 Haoyang Cao , Haotian Gu , Xin Guo , Mathieu Rosenbaum

We investigate the optimal portfolio deleveraging (OPD) problem with permanent and temporary price impacts, where the objective is to maximize equity while meeting a prescribed debt/equity requirement. We take the real situation with cross…

Optimization and Control · Mathematics 2021-01-18 Hezhi Luo , Yuanyuan Chen , Xianye Zhang , Duan Li , Huixian Wu

Inspired by path-integral solutions to the quantum relaxation problem, we develop a numerical method to solve classical stochastic differential equations with multiplicative noise that avoids averaging over trajectories. To test the method,…

Statistical Mechanics · Physics 2023-12-12 Ryan T. Grimm , Joel D. Eaves

In a recent study (Ref. [1]), quantum annealing was reported to exhibit a scaling advantage for approximately solving Quadratic Unconstrained Binary Optimization (QUBO). However, this claim critically depends on the choice of classical…

Quantum Physics · Physics 2025-05-29 J. Pawlowski , P. Tarasiuk , J. Tuziemski , L. Pawela , B. Gardas

Optimal execution of portfolio transactions is the essential part of algorithmic trading. In this paper we present in simple analytical form the optimal trajectory for risk-averse trader with the assumption of exponential market recovery…

Trading and Market Microstructure · Quantitative Finance 2013-09-27 Igor Skachkov

Portfolio optimization involves selecting asset weights to minimize a risk-reward objective, such as the portfolio variance in the classical minimum-variance framework. Sparse portfolio selection extends this by imposing a cardinality…

Machine Learning · Statistics 2025-05-16 Sarat Moka , Matias Quiroz , Vali Asimit , Samuel Muller

Trailing stop is a popular stop-loss trading strategy by which the investor will sell the asset once its price experiences a pre-specified percentage drawdown. In this paper, we study the problem of timing buy and then sell an asset subject…

Mathematical Finance · Quantitative Finance 2019-03-26 Tim Leung , Hongzhong Zhang

This article studies and solves the problem of optimal portfolio allocation with CV@R penalty when dealing with imperfectly simulated financial assets. We use a Stochastic biased Mirror Descent to find optimal resource allocation for a…

Optimization and Control · Mathematics 2024-02-20 Manon Costa , Sébastien Gadat , Lorick Huang

Adiabatic quantum optimization has been proposed as a route to solve NP-complete problems, with a possible quantum speedup compared to classical algorithms. However, the precise role of quantum effects, such as entanglement, in these…

Quantum Gases · Physics 2015-06-23 Philipp Hauke , Lars Bonnes , Markus Heyl , Wolfgang Lechner

In typical black-box optimization applications, the available computational budget is often allocated to a single algorithm, typically chosen based on user preference with limited knowledge about the problem at hand or according to some…

Neural and Evolutionary Computing · Computer Science 2026-01-26 Catalin-Viorel Dinu , Diederick Vermetten , Carola Doerr

The Traveling Salesman Problem is a classical NP-hard combinatorial optimization problem that has been extensively studied in operations research. A major challenge in Traveling Salesman Problem formulations is the large number of subtour…

Quantum Physics · Physics 2026-04-23 Alessia Ciacco , Luigi Di Puglia Pugliese , Francesca Guerriero

With the recent advancements in machine learning (ML), artificial neural networks (ANN) are starting to play an increasingly important role in quantitative finance. Dynamic portfolio optimization is among many problems that have…

Portfolio Management · Quantitative Finance 2024-11-18 Yaacov Kopeliovich , Michael Pokojovy

Collateral optimization refers to the systematic allocation of financial assets to satisfy obligations or secure transactions, while simultaneously minimizing costs and optimizing the usage of available resources. {This involves assessing…

Optimization and Control · Mathematics 2023-12-20 Megan Giron , Georgios Korpas , Waqas Parvaiz , Prashant Malik , Johannes Aspman

A pivotal task for quantum computing is to speed up solving problems that are both classically intractable and practically valuable. Among these, combinatorial optimization problems have attracted tremendous attention due to their broad…

A {log-optimal} portfolio is any portfolio that maximizes the expected logarithmic growth (ELG) of an investor's wealth. This maximization problem typically assumes that the information of the true distribution of returns is known to the…

Optimization and Control · Mathematics 2023-10-16 Chung-Han Hsieh

We propose a probabilistic numerical algorithm to solve Backward Stochastic Differential Equations (BSDEs) with nonnegative jumps, a class of BSDEs introduced in [9] for representing fully nonlinear HJB equations. In particular, this allows…

Probability · Mathematics 2019-07-11 Idris Kharroubi , Nicolas Langrené , Huyên Pham

This paper studies a type of periodic utility maximization problems for portfolio management in incomplete stochastic factor models with convex trading constraints. The portfolio performance is periodically evaluated on the relative ratio…

Mathematical Finance · Quantitative Finance 2024-11-22 Wenyuan Wang , Kaixin Yan , Xiang Yu
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