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In this paper, we search for optimal portfolio strategies in the presence of various risk measure that are common in financial applications. Particularly, we deal with the static optimization problem with respect to Value at Risk, Expected…

Portfolio Management · Quantitative Finance 2019-12-23 Alev Meral

This paper presents an innovative online portfolio selection model, situated within a meta-learning framework, that leverages a mixture policies strategy. The core idea is to simulate a fund that employs multiple fund managers, each skilled…

Optimization and Control · Mathematics 2025-05-13 Jiayu Shen , Jia Liu , Zhiping Chen

Machine learning models play a key role for service providers looking to gain market share in consumer markets. However, traditional learning approaches do not take into account the existence of additional providers, who compete with each…

Machine Learning · Computer Science 2025-08-15 Ohad Einav , Nir Rosenfeld

Algorithm portfolios represent a strategy of composing multiple heuristic algorithms, each suited to a different class of problems, within a single general solver that will choose the best suited algorithm for each input. This approach…

Artificial Intelligence · Computer Science 2014-05-16 Petr Baudiš

Although a great methodological effort has been invested in proposing competitive solutions to the class-imbalance problem, little effort has been made in pursuing a theoretical understanding of this matter. In order to shed some light on…

Machine Learning · Statistics 2016-09-04 Jonathan Ortigosa-Hernández , Iñaki Inza , Jose A. Lozano

Benchmarking is a fundamental practice in machine learning (ML) for comparing the performance of classification algorithms. However, traditional evaluation methods often overlook a critical aspect: the joint consideration of dataset…

Machine Learning · Computer Science 2025-04-15 Lucas Cardoso , Vitor Santos , José Ribeiro , Regiane Kawasaki , Ricardo Prudêncio , Ronnie Alves

We investigate an optimal investment problem with a general performance criterion which, in particular, includes discontinuous functions. Prices are modeled as diffusions and the market is incomplete. We find an explicit solution for the…

Probability · Mathematics 2008-12-02 Nikolai Dokuchaev , Ulrich Haussmann

Comparing alternatives in pairs is a very well known technique of ranking creation. The answer to how reliable and trustworthy ranking is depends on the inconsistency of the data from which it was created. There are many indices used for…

Discrete Mathematics · Computer Science 2020-01-28 Konrad Kułakowski , Dawid Talaga

This paper presents an implementation of the Imperialist Competitive Algorithm (ICA) for solving the fuzzy random portfolio selection problem where the asset returns are represented by fuzzy random variables. Portfolio Optimization is an…

Optimization and Control · Mathematics 2014-02-21 Mir Ehsan Hesam Sadati , Jamshid Bagherzadeh Mohasefi

Bayesian optimization is a sample-efficient method for black-box global optimization. How- ever, the performance of a Bayesian optimization method very much depends on its exploration strategy, i.e. the choice of acquisition function, and…

Machine Learning · Statistics 2015-03-06 Bobak Shahriari , Ziyu Wang , Matthew W. Hoffman , Alexandre Bouchard-Côté , Nando de Freitas

Solving the classification problem, unbalanced number of dataset among the classes often causes performance degradation. Especially when some classes dominate the other classes with its large number of datasets, trained model shows low…

Computer Vision and Pattern Recognition · Computer Science 2018-07-10 Dohyeun Kim , Tae Joon Jun , Daeyoung Kim , Youngsub Eom

The paper presents an investigation of estimating treatment effect using different matching methods. The study proposed a new method which is computationally efficient and convenient in implication-'largest caliper matching' and compared…

Applications · Statistics 2018-06-07 Sharif Mahmood

Machine learning practitioners often compare the results of different classifiers to help select, diagnose and tune models. We present Boxer, a system to enable such comparison. Our system facilitates interactive exploration of the…

Human-Computer Interaction · Computer Science 2020-04-20 Michael Gleicher , Aditya Barve , Xinyi Yu , Florian Heimerl

This paper introduces a novel methodology for index return forecasting, blending highly correlated stock prices, advanced deep learning techniques, and intricate factor integration. Departing from conventional cap-weighted approaches, our…

General Finance · Quantitative Finance 2024-05-06 Tian Tian , Ricky Cooper , Jiahao Deng , Qingquan Zhang

We use a replica approach to deal with portfolio optimization problems. A given risk measure is minimized using empirical estimates of asset values correlations. We study the phase transition which happens when the time series is too short…

Physics and Society · Physics 2009-11-13 Stefano Ciliberti , Marc Mezard

This study proposes a new approach to assessing urban accessibility using the competitive equilibrium method, an adaptation of the balancing cost method that incorporates competition among users into dual accessibility metrics. The need for…

Physics and Society · Physics 2024-03-11 Andre Borgato Morelli , Andre Luiz Cunha

The use of improved covariance matrix estimators as an alternative to the sample estimator is considered an important approach for enhancing portfolio optimization. Here we empirically compare the performance of 9 improved covariance…

Portfolio Management · Quantitative Finance 2010-04-27 Ester Pantaleo , Michele Tumminello , Fabrizio Lillo , Rosario N. Mantegna

We consider control from the perspective of competitive analysis. Unlike much prior work on learning-based control, which focuses on minimizing regret against the best controller selected in hindsight from some specific class, we focus on…

Optimization and Control · Mathematics 2021-08-02 Gautam Goel , Babak Hassibi

In this paper, we consider the basic problem of portfolio construction in financial engineering, and analyze how market-based and analytical approaches can be combined to obtain efficient portfolios. As a first step in our analysis, we…

Optimization and Control · Mathematics 2018-11-26 Burak Kocuk , Gérard Cornuéjols

Mean-variance portfolio optimization problems often involve separable nonconvex terms, including penalties on capital gains, integer share constraints, and minimum position and trade sizes. We propose a heuristic algorithm for such problems…

Optimization and Control · Mathematics 2022-07-04 Nicholas Moehle , Jack Gindi , Stephen Boyd , Mykel Kochenderfer