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Portfolio optimization is a primary component of the decision-making process in finance, aiming to tactfully allocate assets to achieve optimal returns while considering various constraints. Herein, we proposed a method that uses the…

Quantum Physics · Physics 2024-12-24 Chansreynich Huot , Kimleang Kea , Tae-Kyung Kim , Youngsun Han

Artificial intelligence is transforming financial investment decision-making frameworks, with deep reinforcement learning demonstrating substantial potential in robo-advisory applications. This paper addresses the limitations of traditional…

Portfolio Management · Quantitative Finance 2025-02-24 Gang Huang , Xiaohua Zhou , Qingyang Song

The core activity of a Private Equity (PE) firm is to invest into companies in order to provide the investors with profit, usually within 4-7 years. To invest into a company or not is typically done manually by looking at various…

Machine Learning · Computer Science 2022-04-06 Samantha Petersone , Alwin Tan , Richard Allmendinger , Sujit Roy , James Hales

This paper develops an incremental learning algorithm based on quadratic inference function (QIF) to analyze streaming datasets with correlated outcomes such as longitudinal data and clustered data. We propose a renewable QIF (RenewQIF)…

Methodology · Statistics 2021-07-01 Lan Luo , Ling Zhou , Peter X. -K. Song

Artificial Intelligence (AI) and Machine Learning (ML) are transforming the domain of Quantitative Trading (QT) through the deployment of advanced algorithms capable of sifting through extensive financial datasets to pinpoint lucrative…

Trading and Market Microstructure · Quantitative Finance 2023-12-27 Maochun Xu , Zixun Lan , Zheng Tao , Jiawei Du , Zongao Ye

Recently, several researchers proposed portfolio optimization as a potential use case for quantum optimization. However, the literature is lacking an extensive benchmark quantifying the potential of quantum computers for portfolio…

Quantum Physics · Physics 2025-09-23 Eric Stopfer , Friedrich Wagner

Financial cluster analysis allows investors to discover investment alternatives and avoid undertaking excessive risks. However, this analytical task faces substantial challenges arising from many pairwise comparisons, the dynamic…

Human-Computer Interaction · Computer Science 2025-05-05 Wong Kam-Kwai , Yan Luo , Xuanwu Yue , Wei Chen , Huamin Qu

Active learning is a machine learning method aiming at optimal design for model training. At variance with supervised learning, which labels all samples, active learning provides an improved model by labeling samples with maximal…

Machine learning on quantum computers has attracted attention for its potential to deliver computational speedups in different tasks. However, deep variational quantum circuits require a large number of trainable parameters that grows with…

We introduce \underline{F}actor-\underline{A}ugmented \underline{Ma}trix \underline{R}egression (FAMAR) to address the growing applications of matrix-variate data and their associated challenges, particularly with high-dimensionality and…

Methodology · Statistics 2024-05-29 Elynn Chen , Jianqing Fan , Xiaonan Zhu

A fractal approach to the long-short portfolio optimization is proposed. The algorithmic system based on the composition of market-neutral spreads into a single entity was considered. The core of the optimization scheme is a fractal walk…

Portfolio Management · Quantitative Finance 2016-12-20 Sergey Kamenshchikov , Ilia Drozdov

We introduce a new dynamic factor correlation model with a novel variation-free parametrization of factor loadings. The model is applicable to high dimensions and can accommodate time-varying correlations, heterogeneous heavy-tailed…

Econometrics · Economics 2025-03-04 Chen Tong , Peter Reinhard Hansen

Advancements in quantum computing are fuelling emerging applications across disciplines, including finance, where quantum and quantum-inspired algorithms can now make market predictions, detect fraud, and optimize portfolios. Expanding this…

Quantum Physics · Physics 2023-01-06 Anna G. Hughes , Jack S. Baker , Santosh Kumar Radha

These lecture notes provide a comprehensive introduction to Quantitative Methods in Finance (QMF), designed for graduate students in finance and economics with heterogeneous programming backgrounds. The material develops a unified toolkit…

Econometrics · Economics 2026-03-04 Eric Vansteenberghe

We propose a multicountry quantile factor augmeneted vector autoregression (QFAVAR) to model heterogeneities both across countries and across characteristics of the distributions of macroeconomic time series. The presence of quantile…

Econometrics · Economics 2023-05-17 Dimitris Korobilis , Maximilian Schröder

Effective feature selection is essential for enhancing the performance of artificial intelligence models. It involves identifying feature combinations that optimize a given metric, but this is a challenging task due to the problem's…

Quantum Physics · Physics 2023-03-14 Anton S. Albino , Otto M. Pires , Mauro Q. Nooblath , Erick G. S. Nascimento

Factor models have become a common and valued tool for understanding the risks associated with an investing strategy. In this report we describe Exabel's factor model, we quantify the fraction of the variability of the returns explained by…

Applications · Statistics 2022-03-24 Øyvind Grotmol , Michael Scheuerer , Kjersti Aas , Martin Jullum

Estimation of high-dimensional covariance matrices in latent factor models is an important topic in many fields and especially in finance. Since the number of financial assets grows while the estimation window length remains of limited…

Statistical Finance · Quantitative Finance 2024-07-08 Lucija Žignić , Stjepan Begušić , Zvonko Kostanjčar

We present a scalable, hardware-aware methodology for extending the Variational Quantum Eigensolver (VQE) to large, realistic Dynamic Portfolio Optimization (DPO) problems. Building on the scaling strategy from our previous work, where we…

Humans observe and interact with the world to acquire knowledge. However, most existing machine reading comprehension (MRC) tasks miss the interactive, information-seeking component of comprehension. Such tasks present models with static…

Computation and Language · Computer Science 2019-08-30 Xingdi Yuan , Marc-Alexandre Cote , Jie Fu , Zhouhan Lin , Christopher Pal , Yoshua Bengio , Adam Trischler
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