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In this paper, we propose a machine learning algorithm for time-inconsistent portfolio optimization. The proposed algorithm builds upon neural network based trading schemes, in which the asset allocation at each time point is determined by…

Portfolio Management · Quantitative Finance 2023-09-06 Kristoffer Andersson , Cornelis W. Oosterlee

Stock market returns are typically analyzed using standard regression, yet they reside on irregular domains which is a natural scenario for graph signal processing. To this end, we consider a market graph as an intuitive way to represent…

Portfolio Management · Quantitative Finance 2021-06-08 Alvaro Arroyo , Bruno Scalzo , Ljubisa Stankovic , Danilo P. Mandic

We use an adversarial expert based online learning algorithm to learn the optimal parameters required to maximise wealth trading zero-cost portfolio strategies. The learning algorithm is used to determine the relative population dynamics of…

Computational Finance · Quantitative Finance 2021-07-20 Nicholas Murphy , Tim Gebbie

In this paper, we discuss the ambiguous chance constrained based portfolio optimization problems, in which the perturbations associated with the input parameters are stochastic in nature, but their distributions are not known precisely. We…

Optimization and Control · Mathematics 2023-11-09 Pulak Swain , Akshay Kumar Ojha

We review some fundamental concepts of investment from a mathematical perspective, concentrating specifically on fractional-Kelly portfolios, which allocate a fraction of wealth to a growth-optimal portfolio while the remainder collects (or…

Portfolio Management · Quantitative Finance 2021-09-23 Anthony E. Brockwell

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

In this paper, we investigate a financial market model consisting of a risky asset, modeled as a general diffusion parameterized by a scale function and a speed measure, and a bank account process with a constant interest rate. This…

Mathematical Finance · Quantitative Finance 2025-12-09 Alexis Anagnostakis , David Criens , Mikhail Urusov

Rate change calculations in the literature involve deterministic methods that measure the change in premium for a given policy. The definition of rate change as a statistical parameter is proposed to address the stochastic nature of the…

Portfolio Management · Quantitative Finance 2018-10-26 Roland R. Ramsahai

We consider a conditional factor model for a multivariate portfolio of United States equities in the context of analysing a statistical arbitrage trading strategy. A state space framework underlies the factor model whereby asset returns are…

Statistical Finance · Quantitative Finance 2023-09-06 Trent Spears , Stefan Zohren , Stephen Roberts

This article explores the use of machine learning models to build a market generator. The underlying idea is to simulate artificial multi-dimensional financial time series, whose statistical properties are the same as those observed in the…

Machine Learning · Computer Science 2020-07-10 Edmond Lezmi , Jules Roche , Thierry Roncalli , Jiali Xu

The existing approaches to sparse wealth allocations (1) are limited to low-dimensional setup when the number of assets is less than the sample size; (2) lack theoretical analysis of sparse wealth allocations and their impact on portfolio…

Econometrics · Economics 2021-04-27 Ekaterina Seregina

We consider a game-theoretic model of a market where investors compete for payoffs yielded by several assets. The main result consists in a proof of the existence and uniqueness of a strategy, called relative growth optimal, such that the…

Mathematical Finance · Quantitative Finance 2020-07-24 Yaroslav Drokin , Mikhail Zhitlukhin

Due to the limited predictability of wind power and other stochastic generation, trading this energy in competitive electricity markets is challenging. This paper derives revenue-maximising and risk-constrained strategies for stochastic…

General Finance · Quantitative Finance 2018-05-31 Jethro Browell

The fundamental theorem behind financial markets is that stock prices are intrinsically complex and stochastic. One of the complexities is the volatility associated with stock prices. Volatility is a tendency for prices to change…

Statistical Finance · Quantitative Finance 2023-11-21 Leonard Mushunje , Maxwell Mashasha , Edina Chandiwana

This paper investigates optimal portfolio strategies in a market where the drift is driven by an unobserved Markov chain. Information on the state of this chain is obtained from stock prices and expert opinions in the form of signals at…

Portfolio Management · Quantitative Finance 2016-02-03 Rüdiger Frey , Abdelali Gabih , Ralf Wunderlich

A constant weight asset allocation is a popular investment strategy and is optimal under a suitable continuous model. We study the tracking error for the target continuous rebalancing strategy by a feasible discrete-in-time rebalancing…

Mathematical Finance · Quantitative Finance 2023-08-21 Masayuki Ando , Masaaki Fukasawa

Stochastic dominance serves as a general framework for modeling a broad spectrum of decision preferences under uncertainty, with risk aversion as one notable example, as it naturally captures the intrinsic structure of the underlying…

Machine Learning · Computer Science 2026-01-06 Shicong Cen , Jincheng Mei , Hanjun Dai , Dale Schuurmans , Yuejie Chi , Bo Dai

We give a new formulation of the relative arbitrage problem from stochastic portfolio theory that asks for a time horizon beyond which arbitrage relative to the market exists in all ``sufficiently volatile'' markets. In our formulation,…

Mathematical Finance · Quantitative Finance 2025-12-22 Jou-Hua Lai , Mykhaylo Shkolnikov , H. Mete Soner

Portfolio sorting is ubiquitous in the empirical finance literature, where it has been widely used to identify pricing anomalies. Despite its popularity, little attention has been paid to the statistical properties of the procedure. We…

Econometrics · Economics 2020-07-21 Matias D. Cattaneo , Richard K. Crump , Max H. Farrell , Ernst Schaumburg

In the framework of stochastic portfolio theory we introduce rank volatility stabilized models for large equity markets over long time horizons. These models are rank-based extensions of the volatility stabilized models introduced by…

Mathematical Finance · Quantitative Finance 2024-03-08 David Itkin , Martin Larsson