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We consider an investor facing a classical portfolio problem of optimal investment in a log-Brownian stock and a fixed-interest bond, but constrained to choose portfolio and consumption strategies that reduce a dynamic shortfall risk…

Portfolio Management · Quantitative Finance 2017-08-04 Imke Redeker , Ralf Wunderlich

This study investigates three central questions in portfolio optimization. First, whether time-varying moment estimators outperform conventional sample estimators in practical portfolio construction. Second, whether incorporating a turnover…

Portfolio Management · Quantitative Finance 2025-12-01 Heming Chen , Xiaojing Cai

Variational quantum algorithms constitute one of the most widespread methods for using current noisy quantum computers. However, it is unknown if these heuristic algorithms provide any quantum-computational speedup, although we cannot…

Quantum algorithms are getting extremely popular due to their potential to significantly outperform classical algorithms. Yet, applying quantum algorithms to optimization problems meets challenges related to the efficiency of quantum…

Quantum optimization holds promise for addressing classically intractable combinatorial problems, yet a standardized framework for benchmarking its performance, particularly in terms of solution quality, computational speed, and scalability…

Quantum Physics · Physics 2025-03-20 Monit Sharma , Hoong Chuin Lau

Quantum computing poses a threat to contemporary cryptosystems, with advances to a state in which it will cause problems predicted for the next few decades. Many of the proposed cryptosystems designed to be quantum-secure are based on the…

Quantum Physics · Physics 2025-01-22 Edmund Dable-Heath , Laura Casas , Victor Hertz , Christian Porter , Florian Mintert , Cong 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

Prediction of financial crashes in a complex financial network is known to be an NP-hard problem, which means that no known algorithm can guarantee to find optimal solutions efficiently. We experimentally explore a novel approach to this…

Traditional approaches to portfolio optimization, often rooted in Modern Portfolio Theory and solved via quadratic programming or evolutionary algorithms, struggle with scalability or flexibility, especially in scenarios involving complex…

Computational Engineering, Finance, and Science · Computer Science 2025-07-23 Christian Oliva , Pedro R. Ventura , Luis F. Lago-Fernández

We address the problem of portfolio optimization under the simplest coherent risk measure, i.e. the expected shortfall. As it is well known, one can map this problem into a linear programming setting. For some values of the external…

Physics and Society · Physics 2008-12-02 Stefano Ciliberti , Imre Kondor , Marc Mezard

Quantum Approximate Optimization Algorithm (QAOA) can be used to solve quadratic unconstrained binary optimization (QUBO) problems. However, the size of the solvable problem is limited by the number of qubits. To leverage noisy…

Quantum Physics · Physics 2025-06-10 Wending Zhao , Gaoxiang Tang

Market conditions change continuously. However, in portfolio's investment strategies, it is hard to account for this intrinsic non-stationarity. In this paper, we propose to address this issue by using the Inverse Covariance Clustering…

Statistical Finance · Quantitative Finance 2022-01-17 Yuanrong Wang , Tomaso Aste

Solving combinatorial optimization problems on near-term quantum devices has gained a lot of attraction in recent years. Currently, most works have focused on single-objective problems, whereas many real-world applications need to consider…

Quantum Physics · Physics 2025-06-06 Linus Ekstrom , Hao Wang , Sebastian Schmitt

Quantum phenomena have the potential to speed up the solution of hard optimization problems. For example quantum annealing, based on the quantum tunneling effect, has recently been shown to scale exponentially better with system size as…

Quantum Physics · Physics 2017-04-27 Simon E. Nigg , Niels Loerch , Rakesh P. Tiwari

This work initiates research into the problem of determining an optimal investment strategy for investors with different attitudes towards the trade-offs of risk and profit. The probability distribution of the return values of the stocks…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Ming-Yang Kao , Andreas Nolte , Stephen R. Tate

We present an algorithm which efficiently estimates the intrinsic long-term value of a portfolio of assets on a quantum computer. The method relies on quantum amplitude estimation to estimate the mean of a novel implementation of the…

Integer variables allow the treatment of some portfolio optimization problems in a more realistic way and introduce the possibility of adding some natural features to the model. We propose an algebraic approach to maximize the expected…

Optimization and Control · Mathematics 2010-04-07 F. Castro , J. Gago , I. Hartillo , J. Puerto , J. M. Ucha

Quantum annealing algorithms belong to the class of metaheuristic tools, applicable for solving binary optimization problems. Hardware implementations of quantum annealing, such as the quantum annealing machines produced by D-Wave Systems,…

Quantum Physics · Physics 2017-09-18 Florian Neukart , David Von Dollen , Christian Seidel , Gabriele Compostella

Quantum optimization allows for up to exponential quantum speedups for specific, possibly industrially relevant problems. As the key algorithm in this field, we motivate and discuss the Quantum Approximate Optimization Algorithm (QAOA),…

Quantum Physics · Physics 2025-11-18 Jonas Stein , Maximilian Zorn , Leo Sünkel , Thomas Gabor

Quantum Variational Circuits (QVCs) are often claimed as one of the most potent uses of both near term and long term quantum hardware. The standard approaches to optimizing these circuits rely on a classical system to compute the new…

Quantum Physics · Physics 2022-02-11 Owen Lockwood