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We show that disentangling sentiment-induced biases from fundamental expectations significantly improves the accuracy and consistency of probabilistic forecasts. Using data from 1994 to 2017, we analyze 15 stochastic models and…

Risk Management · Quantitative Finance 2021-01-26 Ricardo Crisóstomo

The ability to identify stock market trends has obvious advantages for investors. Buying stock on an upward trend (as well as selling it in case of downward movement) results in profit. Accordingly, the start and end-points of the trend are…

Computational Finance · Quantitative Finance 2021-04-20 Ekaterina Zolotareva

Financial markets exhibit highly dynamic and complex behaviors shaped by both historical price trajectories and exogenous narratives, such as news, policy interpretations, and social media sentiment. The heterogeneity in these data and the…

Machine Learning · Computer Science 2025-07-22 Xiaotong Luo , Shengda Zhuo , Min Chen , Lichun Li , Ruizhao Lu , Wenqi Fan , Shuqiang Huang , Yin Tang

This paper examines the impact of cognitive biases on financial decision-making through a static Bayesian game framework. While traditional economic theory assumes fully rational investors, real-world choices are often shaped by loss…

Theoretical Economics · Economics 2025-05-27 Samiha Tariq

This note investigates the causes of the quality anomaly, which is one of the strongest and most scalable anomalies in equity markets. We explore two potential explanations. The "risk view", whereby investing in high quality firms is…

Portfolio Management · Quantitative Finance 2016-01-19 Jean-Philippe Bouchaud , Stefano Ciliberti , Augustin Landier , Guillaume Simon , David Thesmar

Positive feedback trading, which buys when prices rise and sells when prices fall, has long been criticized for being destabilizing as it moves prices away from the fundamentals. Motivated by the relationship between positive feedback…

Mathematical Finance · Quantitative Finance 2021-11-25 Aihua Li

Behavioral finance has become an increasingly important subfield of finance. However the main parts of behavioral finance, prospect theory included, understand financial markets through individual investment behavior. Behavioral finance…

General Finance · Quantitative Finance 2015-06-23 Jorgen Vitting Andersen , Ioannis Vrontos , Petros Dellaportas , Serge Galam

The aim of this work consists in the study of the optimal investment strategy for a behavioural investor, whose preference towards risk is described by both a probability distortion and an S-shaped utility function. Within a continuous-time…

Portfolio Management · Quantitative Finance 2013-04-30 Miklos Rasonyi , Andrea M. Rodrigues

Organizational decision-making is crucial for success, yet cognitive biases can significantly affect risk preferences, leading to suboptimal outcomes. Risk seeking preferences for losses, driven by biases such as loss aversion, pose…

Human-Computer Interaction · Computer Science 2024-05-24 Eduardo da C. Ramos , Maria Luiza M. Campos , Fernanda Baião

A rising topic in computational journalism is how to enhance the diversity in news served to subscribers to foster exploration behavior in news reading. Despite the success of preference learning in personalized news recommendation, their…

Machine Learning · Statistics 2017-07-03 Rikiya Takahashi , Shunan Zhang

Decisions taken in our everyday lives are based on a wide variety of information so it is generally very difficult to assess what are the strategies that guide us. Stock market therefore provides a rich environment to study how people take…

General Finance · Quantitative Finance 2016-09-28 Mario Gutiérrez-Roig , Carlota Segura , Jordi Duch , Josep Perelló

Behavioral Finance has become a challenge to the scientific community. Based on the assumption that behavioral aspects of investors may explain some features of the Stock Market, we propose an agent based model to study quantitatively this…

General Finance · Quantitative Finance 2017-11-23 F. M. Stefan , A. P. F. Atman

Bundling, the practice of jointly selling two or more products at a discount, is a widely used strategy in industry and a well examined concept in academia. Historically, the focus has been on theoretical studies in the context of…

Machine Learning · Computer Science 2020-02-04 Madhav Kumar , Dean Eckles , Sinan Aral

The estimation of risk measures recently gained a lot of attention, partly because of the backtesting issues of expected shortfall related to elicitability. In this work we shed a new and fundamental light on optimal estimation procedures…

Risk Management · Quantitative Finance 2017-08-25 Marcin Pitera , Thorsten Schmidt

The standard approach for constructing a Mean-Variance portfolio involves estimating parameters for the model using collected samples. However, since the distribution of future data may not resemble that of the training set, the…

Mathematical Finance · Quantitative Finance 2025-03-12 Duy Khanh Lam

We study the dynamic investment decisions of investors who prioritise specific quantiles of outcomes over their expected values. Downside-focused agents targeting low quantiles reduce risk in states with high variance, while those with a…

General Finance · Quantitative Finance 2025-10-23 Jozef Barunik , Lukas Janasek , Attila Sarkany

We model the behavioral biases of human decision-making in securing interdependent systems and show that such behavioral decision-making leads to a suboptimal pattern of resource allocation compared to non-behavioral (rational)…

Cryptography and Security · Computer Science 2020-11-25 Mustafa Abdallah , Daniel Woods , Parinaz Naghizadeh , Issa Khalil , Timothy Cason , Shreyas Sundaram , Saurabh Bagchi

Algorithms deployed in education can shape the learning experience and success of a student. It is therefore important to understand whether and how such algorithms might create inequalities or amplify existing biases. In this paper, we…

Computers and Society · Computer Science 2022-12-21 Jade Maï Cock , Muhammad Bilal , Richard Davis , Mirko Marras , Tanja Käser

This paper addresses the challenge of model uncertainty in quantitative finance, where decisions in portfolio allocation, derivative pricing, and risk management rely on estimating stochastic models from limited data. In practice, the…

Computational Finance · Quantitative Finance 2025-06-10 Hans Buehler , Blanka Horvath , Yannick Limmer , Thorsten Schmidt

Through a novel approach, this paper shows that substantial change in stock market behavior has a statistically and economically significant impact on equity risk premium predictability both on in-sample and out-of-sample cases. In line…

Statistical Finance · Quantitative Finance 2025-09-16 Kuok Sin Un , Marcel Ausloos
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