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The majority of standard approaches to financial portfolio optimization (PO) are based on the mean-variance (MV) framework. Given a risk aversion coefficient, the MV procedure yields a single portfolio that represents the optimal trade-off…

Portfolio Management · Quantitative Finance 2024-02-27 Bruno Gašperov , Marko Đurasević , Domagoj Jakobovic

We develop a rotation-invariant neural network that provides the global minimum-variance portfolio by jointly learning how to lag-transform historical returns and marginal volatilities and how to regularise the eigenvalues of large equity…

Portfolio Management · Quantitative Finance 2026-04-22 Christian Bongiorno , Efstratios Manolakis , Rosario Nunzio Mantegna

The Gaussian Process Convolution Model (GPCM; Tobar et al., 2015a) is a model for signals with complex spectral structure. A significant limitation of the GPCM is that it assumes a rapidly decaying spectrum: it can only model smooth…

Machine Learning · Statistics 2022-04-15 Wessel P. Bruinsma , Martin Tegnér , Richard E. Turner

A new framework for portfolio diversification is introduced which goes beyond the classical mean-variance approach and portfolio allocation strategies such as risk parity. It is based on a novel concept called portfolio dimensionality that…

Portfolio Management · Quantitative Finance 2019-09-23 Mathias Barkhagen , Brian Fleming , Sergio Garcia Quiles , Jacek Gondzio , Joerg Kalcsics , Jens Kroeske , Sotirios Sabanis , Arne Staal

Gaussian process latent variable models (GPLVMs) are a versatile family of unsupervised learning models commonly used for dimensionality reduction. However, common challenges in modeling data with GPLVMs include inadequate kernel…

Machine Learning · Statistics 2024-06-19 Ying Li , Zhidi Lin , Feng Yin , Michael Minyi Zhang

Motivated by recent advances in the spectral theory of auto-covariance matrices, we are led to revisit a reformulation of Markowitz' mean-variance portfolio optimization approach in the time domain. In its simplest incarnation it applies to…

Portfolio Management · Quantitative Finance 2016-06-22 Peter A. Bebbington , Reimer Kuehn

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 studies a continuous-time market {under stochastic environment} where an agent, having specified an investment horizon and a target terminal mean return, seeks to minimize the variance of the return with multiple stocks and a…

Portfolio Management · Quantitative Finance 2013-02-28 Wan-Kai Pang , Yuan-Hua Ni , Xun Li , Ka-Fai Cedric Yiu

We consider the conjugate gradient algorithm applied to a general class of spiked sample covariance matrices. The main result of the paper is that the norms of the error and residual vectors at any finite step concentrate on deterministic…

Numerical Analysis · Mathematics 2021-06-29 Xiucai Ding , Thomas Trogdon

Risk control and optimal diversification constitute a major focus in the finance and insurance industries as well as, more or less consciously, in our everyday life. We present a discussion of the characterization of risks and of the…

Statistical Mechanics · Physics 2015-06-25 Didier Sornette

Sampling a probability distribution with an unknown normalization constant is a fundamental problem in computational science and engineering. This task may be cast as an optimization problem over all probability measures, and an initial…

Machine Learning · Statistics 2024-09-12 Yifan Chen , Daniel Zhengyu Huang , Jiaoyang Huang , Sebastian Reich , Andrew M. Stuart

This paper considers the Laplace method to derive approximate inference for the Gaussian process (GP) regression in the location and scale parameters of the Student-t probabilistic model. This allows both mean and variance of the data to…

Methodology · Statistics 2019-08-09 Marcelo Hartmann , Jarno Vanhatalo

Estimation of the covariance matrix has attracted a lot of attention of the statistical research community over the years, partially due to important applications such as Principal Component Analysis. However, frequently used empirical…

Statistics Theory · Mathematics 2018-06-19 Stanislav Minsker

In multinomial response models, idiosyncratic variations in the indirect utility are generally modeled using Gumbel or normal distributions. This study makes a strong case to substitute these thin-tailed distributions with a t-distribution.…

Econometrics · Economics 2020-01-22 Subodh Dubey , Prateek Bansal , Ricardo A. Daziano , Erick Guerra

The main challenges that arise when adopting Gaussian Process priors in probabilistic modeling are how to carry out exact Bayesian inference and how to account for uncertainty on model parameters when making model-based predictions on…

Machine Learning · Statistics 2014-04-08 Maurizio Filippone , Mark Girolami

Diffusion probabilistic models (DPMs) are a class of powerful deep generative models (DGMs). Despite their success, the iterative generation process over the full timesteps is much less efficient than other DGMs such as GANs. Thus, the…

Machine Learning · Computer Science 2022-06-16 Fan Bao , Chongxuan Li , Jiacheng Sun , Jun Zhu , Bo Zhang

Entropy based ideas find wide-ranging applications in finance for calibrating models of portfolio risk as well as options pricing. The abstracted problem, extensively studied in the literature, corresponds to finding a probability measure…

Statistical Finance · Quantitative Finance 2014-11-04 Santanu Dey , Sandeep Juneja , Karthyek R. A. Murthy

In this article, we consider the general task of performing Gaussian process regression (GPR) on pointwise observations of solutions of the 3 dimensional homogeneous free space wave equation.In a recent article, we obtained promising…

Analysis of PDEs · Mathematics 2023-11-10 Iain Henderson , Pascal Noble , Olivier Roustant

This paper proposes a geometric estimator of dependency between a pair of multivariate samples. The proposed estimator of dependency is based on a randomly permuted geometric graph (the minimal spanning tree) over the two multivariate…

Machine Learning · Computer Science 2019-10-02 Salimeh Yasaei Sekeh , Alfred O. Hero

In this paper, we address the problem of estimating a covariance matrix of a multivariate Gaussian distribution, relative to a Stein loss function, from a decision theoretic point of view. We investigate the case where the covariance matrix…

Statistics Theory · Mathematics 2021-03-23 Anis M. Haddouche , Wei Lu
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