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Related papers: Portfolio Optimization on NIFTY Thematic Sector St…

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This paper, for the first time, focuses on the sector-wise analysis of a stock market through multifractal analysis. We have considered Bombay Stock Exchange, India, and identified two time scales, short ($<200$ days) and long time-scale…

Statistical Finance · Quantitative Finance 2022-10-19 Suchetana Sadhukhan , Poulomi Sadhukhan

Managing investment portfolios is an old and well know problem in multiple fields including financial mathematics and financial engineering as well as econometrics and econophysics. Multiple different concepts and theories were used so far…

Portfolio Management · Quantitative Finance 2020-01-08 Jarosław Gruszka , Janusz Szwabiński

We discuss a class of risk-sensitive portfolio optimization problems. We consider the portfolio optimization model investigated by Nagai in 2003. The model by its nature can include fixed income securities as well in the portfolio. Under…

Portfolio Management · Quantitative Finance 2008-12-02 Mayank Goel , K. Suresh Kumar

In recent years, financial analysts have been trying to develop models to predict the movement of a stock price index. The task becomes challenging in vague economic, social, and political situations like in Pakistan. In this study, we…

Statistical Finance · Quantitative Finance 2024-09-16 Tariq Mahmood , Ibtasam Ahmad , Malik Muhammad Zeeshan Ansar , Jumanah Ahmed Darwish , Rehan Ahmad Khan Sherwani

In the context of stochastic portfolio theory we introduce a novel class of portfolios which we call linear path-functional portfolios. These are portfolios which are determined by certain transformations of linear functions of a…

Mathematical Finance · Quantitative Finance 2024-10-08 Christa Cuchiero , Janka Möller

Recognizing that asset markets generally exhibit shared informational characteristics, we develop a portfolio strategy based on transfer learning that leverages cross-market information to enhance the investment performance in the market of…

Portfolio Management · Quantitative Finance 2025-11-27 Kexin Wang , Xiaomeng Zhang , Xinyu Zhang

We consider online learning of ensembles of portfolio selection algorithms and aim to regularize risk by encouraging diversification with respect to a predefined risk-driven grouping of stocks. Our procedure uses online convex optimization…

Machine Learning · Computer Science 2016-04-13 Guy Uziel , Ran El-Yaniv

Traditional approaches to financial asset allocation start with returns forecasting followed by an optimization stage that decides the optimal asset weights. Any errors made during the forecasting step reduce the accuracy of the asset…

Portfolio Management · Quantitative Finance 2022-06-08 Damian Kisiel , Denise Gorse

Thematic investing, which aims to construct portfolios aligned with structural trends, remains a challenging endeavor due to overlapping sector boundaries and evolving market dynamics. A promising direction is to build semantic…

Portfolio Management · Quantitative Finance 2025-09-01 Hoyoung Lee , Wonbin Ahn , Suhwan Park , Jaehoon Lee , Minjae Kim , Sungdong Yoo , Taeyoon Lim , Woohyung Lim , Yongjae Lee

Time series analysis is the process of building a model using statistical techniques to represent characteristics of time series data. Processing and forecasting huge time series data is a challenging task. This paper presents Approximation…

A solution to a portfolio optimization problem is always conditioned by constraints on the initial capital and the price of the available market assets. If a risk neutral measure is known, then the price of each asset is the discounted…

Optimization and Control · Mathematics 2025-07-10 Argimiro Arratia , Henryk Gzyl

With the advent of Web 2.0, various types of data are being produced every day. This has led to the revolution of big data. Huge amount of structured and unstructured data are produced in financial markets. Processing these data could help…

General Finance · Quantitative Finance 2018-11-27 Dhanya Jothimani , Ravi Shankar , Surendra S. Yadav

With the rapid development and evolution of sophisticated algorithms for statistical analysis of time series data, the research community has started spending considerable effort in technical analysis of such data. Forecasting is also an…

Statistical Finance · Quantitative Finance 2021-09-03 Jaydip Sen , Tamal Datta Chaudhuri

Portfolio optimisation is essential in quantitative investing, but its implementation faces several practical difficulties. One particular challenge is converting optimal portfolio weights into real-life trades in the presence of realistic…

Portfolio Management · Quantitative Finance 2024-10-01 Cristiano Arbex Valle

Given financial data from popular sites like Yahoo and the London Exchange, the presented paper attempts to model and predict stocks that can be considered "good investments". Stocks are characterized by 125 features ranging from gross…

Computational Engineering, Finance, and Science · Computer Science 2015-03-10 Mike Wu

Dynamic portfolio optimization is the process of sequentially allocating wealth to a collection of assets in some consecutive trading periods, based on investors' return-risk profile. Automating this process with machine learning remains a…

Machine Learning · Computer Science 2019-01-28 Pengqian Yu , Joon Sern Lee , Ilya Kulyatin , Zekun Shi , Sakyasingha Dasgupta

Optimal capital allocation between different assets is an important financial problem, which is generally framed as the portfolio optimization problem. General models include the single-period and multi-period cases. The traditional…

Portfolio Management · Quantitative Finance 2019-03-18 Masoud Fekri , Babak Barazandeh

Portfolio optimization is one of the essential fields of focus in finance. There has been an increasing demand for novel computational methods in this area to compute portfolios with better returns and lower risks in recent years. We…

Portfolio Management · Quantitative Finance 2021-12-01 MohammadAmin Fazli , Parsa Alian , Ali Owfi , Erfan Loghmani

The stock market is a crucial component of the financial market, playing a vital role in wealth accumulation for investors, financing costs for listed companies, and the stable development of the national macroeconomy. Significant…

Trading and Market Microstructure · Quantitative Finance 2024-02-28 Jiajian Zheng , Duan Xin , Qishuo Cheng , Miao Tian , Le Yang

Searching for new effective risk factors on stock returns is an important research topic in asset pricing. Factor modeling is an active research topic in statistics and econometrics, with many new advances. However, these new methods have…

Risk Management · Quantitative Finance 2024-09-27 Xialu Liu , John Guerard , Rong Chen , Ruey Tsay
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