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Data-driven approaches, when tasked with situation awareness, are suitable for complex grids with massive datasets. It is a challenge, however, to efficiently turn these massive datasets into useful big data analytics. To address such a…

Methodology · Statistics 2018-01-18 Xing He , Lei Chu , Robert C. Qiu , Qian Ai , Zenan Ling

We study the optimal portfolio allocation problem from a Bayesian perspective using value at risk (VaR) and conditional value at risk (CVaR) as risk measures. By applying the posterior predictive distribution for the future portfolio…

Portfolio Management · Quantitative Finance 2020-12-04 Taras Bodnar , Mathias Lindholm , Vilhelm Niklasson , Erik Thorsén

For the past two decades investors have observed long memory and highly correlated behavior of asset classes that does not fit into the framework of Modern Portfolio Theory. Custom correlation and standard deviation estimators consider…

Statistical Finance · Quantitative Finance 2017-04-18 Sergey Kamenshchikov , Ilia Drozdov

This article is focused on using a new measurement of risk-- Weighted Value at Risk to develop a new method of constructing initiate from the TVAR solving problem, based on MATLAB software, using the historical simulation method (avoiding…

Risk Management · Quantitative Finance 2012-11-27 Tianyu Hao

We employ a Bayesian modelling technique for high dimensional cointegration estimation to construct low volatility portfolios from a large number of stocks. The proposed Bayesian framework effectively identifies sparse and important…

Applications · Statistics 2024-07-16 Parley R Yang , Alexander Y Shestopaloff

The rapid growth of Cloud Computing and Internet of Things (IoT) has significantly increased the interconnection of computational resources, creating an environment where malicious software (malware) can spread rapidly. To address this…

Software Engineering · Computer Science 2026-01-16 Themistoklis Diamantopoulos , Dimosthenis Natsos , Andreas L. Symeonidis

This paper introduces a new data analysis method for big data using a newly defined regression model named multiple model linear regression(MMLR), which separates input datasets into subsets and construct local linear regression models of…

Machine Learning · Computer Science 2023-08-25 Bohan Lyu , Jianzhong Li

This paper considers the mean variance portfolio management problem. We examine portfolios which contain both primary and derivative securities. The challenge in this context is due to portfolio's nonlinearities. The delta-gamma…

Portfolio Management · Quantitative Finance 2011-11-08 Yang Li , Traian A Pirvu

Applying software defect esimation techniques and presenting this information in a compact and impactful decision table can clearly illustrate to collaborative groups how critical this position is in the overall development cycle. The Test…

Software Engineering · Computer Science 2007-11-13 James Cusick

Motivated by practical applications, we explore the constrained multi-period mean-variance portfolio selection problem within a market characterized by a dynamic factor model. This model captures predictability in asset returns driven by…

Portfolio Management · Quantitative Finance 2025-02-26 Jianjun Gao , Chengneng Jin , Yun Shi , Xiangyu Cui

This paper introduces a novel approach to financial risk analysis that does not rely on traditional price and market data, instead using market news to model assets as distributions over a metric space of risk factors. By representing asset…

Computational Finance · Quantitative Finance 2024-11-01 Marcus Gawronsky , Chun-Sung Huang

The purpose of the research presented in this article is to develop a dynamic system for forecasting and minimizing the risks of an industrial company based on their quantitative assessment. The article considers the conceptual apparatus of…

Risk Management · Quantitative Finance 2022-02-02 Denis S. Gusev , Elena G. Demidova , Olga A. Novikova

Managing and hedging the risks associated with Variable Annuity (VA) products require intraday valuation of key risk metrics for these products. The complex structure of VA products and computational complexity of their accurate evaluation…

Computational Finance · Quantitative Finance 2016-06-28 Seyed Amir Hejazi , Kenneth R. Jackson

Portfolio optimization has long been dominated by covariance-based strategies, such as the Markowitz Mean-Variance framework. However, these approaches often fail to ensure a balanced risk structure across assets, leading to concentration…

Portfolio Management · Quantitative Finance 2025-08-07 Biswarup Chakraborty

This paper proposes a robust, shocks-adaptive portfolio in a large-dimensional assets universe where the number of assets could be comparable to or even larger than the sample size. It is well documented that portfolios based on…

Portfolio Management · Quantitative Finance 2024-10-04 Qingliang Fan , Ruike Wu , Yanrong Yang

Risk diversification is the basis of insurance and investment. It is thus crucial to study the effects that could limit it. One of them is the existence of systemic risk that affects all the policies at the same time. We introduce here a…

Risk Management · Quantitative Finance 2013-12-03 Marc Busse , Michel Dacorogna , Marie Kratz

Risk management is very important for individual investors or companies. There are many ways to measure the risk of investment. Prices of risky assets vary rapidly and randomly due to the complexity of finance market. Random interval is a…

Portfolio Management · Quantitative Finance 2022-07-26 Jinping Zhang , Keming Zhang

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to the Value at Risk assuming a heavy tail distribution of the stock prices…

Portfolio Management · Quantitative Finance 2020-12-02 Subhojit Biswas , Diganta Mukherjee

We investigate whether sophisticated volatility estimation improves the out-of-sample performance of mean-variance portfolio strategies relative to the naive 1/N strategy. The portfolio strategies rely solely upon second moments. Using a…

General Finance · Quantitative Finance 2022-02-15 Michael Curran , Patrick O'Sullivan , Ryan Zalla

In this paper, we are concerned with the optimization of a dynamic investment portfolio when the securities which follow a multivariate Merton model with dependent jumps are periodically invested and proceed by approximating the…

Portfolio Management · Quantitative Finance 2021-04-26 Bahareh Afhami , Mohsen Rezapour , Mohsen Madadi , Vahed Maroufy