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Sparse principal component analysis (PCA) is a popular dimensionality reduction technique for obtaining principal components which are linear combinations of a small subset of the original features. Existing approaches cannot supply…

Optimization and Control · Mathematics 2022-02-22 Dimitris Bertsimas , Ryan Cory-Wright , Jean Pauphilet

In this paper, we introduce a new method called SPSC (Simulation, Partitioning, Selection, Cloning) to estimate efficiently the probability of possible solutions in stochastic simulations. This method can be applied to any type of…

Multiagent Systems · Computer Science 2019-09-23 Yu-Lin Huang , Gildas Morvan , Frédéric Pichon , David Mercier

This work studies the dynamic risk management of the risk-neutral value of the potential credit losses on a portfolio of derivatives. Sensitivities-based hedging of such liability is sub-optimal because of bid-ask costs, pricing models…

Computational Finance · Quantitative Finance 2023-12-22 Roberto Daluiso , Marco Pinciroli , Michele Trapletti , Edoardo Vittori

Optimal execution of a portfolio have been a challenging problem for institutional investors. Traders face the trade-off between average trading price and uncertainty, and traditional methods suffer from the curse of dimensionality. Here,…

Portfolio Management · Quantitative Finance 2023-06-16 Xiaoyue Li , John M. Mulvey

We investigate the portfolio selection problem against the systemic risk which is measured by CoVaR. We first demonstrate that the systemic risk of pure stock portfolios is essentially uncontrollable due to the contagion effect and the…

Portfolio Management · Quantitative Finance 2022-09-13 Xiaochuan Pang , Shushang Zhu , Xueting Cui , Jiali Ma

We show how one can actually take advantage of the strongly non-Gaussian nature of the fluctuations of financial assets to simplify the calculation of the Value-at-Risk of complex non linear portfolios. The resulting equations are not hard…

Condensed Matter · Physics 2007-05-23 Jean-Philippe Bouchaud , Marc Potters

Probabilistic evaluation improves the trade-off between target coverage and OAR sparing in IMPT but remains computationally demanding. This study proposes sparse probabilistic evaluation (SPE), a computationally efficient approach…

This article develops the theory of risk budgeting portfolios, when we would like to impose weight constraints. It appears that the mathematical problem is more complex than the traditional risk budgeting problem. The formulation of the…

Portfolio Management · Quantitative Finance 2019-02-18 Jean-Charles Richard , Thierry Roncalli

This paper explores option portfolio optimization when the underlying returns are skew-elliptical t-distributed. We use the variance and value at risk (VaR) to measure portfolio risk. The novelty of our work is the departure from the…

Portfolio Management · Quantitative Finance 2026-05-01 Kyle Sung , Traian A. Pirvu

Machine learning (ML) methods have been successfully employed in identifying variables that can predict the equity premium of individual stocks. In this paper, we investigate if ML can also be helpful in selecting variables relevant for…

Portfolio Management · Quantitative Finance 2025-08-22 Guilherme V. Moura , André P. Santos , Hudson S. Torrent

This paper investigates the use of multiple directions of stratification as a variance reduction technique for Monte Carlo simulations of path-dependent options driven by Gaussian vectors. The precision of the method depends on the choice…

Computational Finance · Quantitative Finance 2010-04-29 Benjamin Jourdain , Bernard Lapeyre , Piergiacomo Sabino

This paper aims to develop new mathematical and computational tools for modeling the distribution of portfolio returns across portfolios. We establish relevant mathematical formulas and propose efficient algorithms, drawing upon powerful…

Computational Engineering, Finance, and Science · Computer Science 2021-05-17 Ludovic Calès , Apostolos Chalkis , Ioannis Z. Emiris

We introduce a new numerical approximation method for functionals of factor credit portfolio models based on the theory of mod-$\phi$ convergence and mod-$\phi$ approximation schemes. The method can be understood as providing correction…

Computational Finance · Quantitative Finance 2022-11-09 Pierre-Loïc Méliot , Ashkan Nikeghbali , Gabriele Visentin

Considering the shortcomings of the traditional sample covariance matrix estimation, this paper proposes an improved global minimum variance portfolio model and named spectral corrected and regularized global minimum variance portfolio…

Applications · Statistics 2023-08-30 Hua Li , Jiafu Huang

In academic literature portfolio risk management and hedging are often versed in the language of stochastic control and Hamilton--Jacobi--Bellman~(HJB) equations in continuous time. In practice the continuous-time framework of stochastic…

Portfolio Management · Quantitative Finance 2023-09-28 Paul Alexander Bilokon

Nested stochastic modeling has been on the rise in many fields of the financial industry. Such modeling arises whenever certain components of a stochastic model are stochastically determined by other models. There are at least two main…

Computational Finance · Quantitative Finance 2021-06-14 Runhuan Feng , Peng Li

This paper investigates the use of stratified sampling as a variance reduction technique for approximating integrals over large dimensional spaces. The accuracy of this method critically depends on the choice of the space partition, the…

Probability · Mathematics 2009-09-15 Pierre Etoré , Gersende Fort , Benjamin Jourdain , Eric Moulines

In this paper, we propose a sparse equity portfolio optimization (SEPO) based on the mean-variance portfolio selection model. Aimed at minimizing transaction cost by avoiding small investments, this new model includes $\ell_0$-norm…

Optimization and Control · Mathematics 2021-09-14 Hong Seng Sim , Wendy Shin Yie Ling , Wah June Leong , Chuei Yee Chen

In this paper we present a new approach to control variates for improving computational efficiency of Ensemble Monte Carlo. We present the approach using simulation of paths of a time-dependent nonlinear stochastic equation. The core idea…

Computational Engineering, Finance, and Science · Computer Science 2008-09-25 T. Borogovac , F. J. Alexander , P. Vakili

When approximating the expectations of a functional of a solution to a stochastic differential equation, the numerical performance of deterministic quadrature methods, such as sparse grid quadrature and quasi-Monte Carlo (QMC) methods, may…

Computational Finance · Quantitative Finance 2022-11-24 Christian Bayer , Chiheb Ben Hammouda , Raúl Tempone
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