English
Related papers

Related papers: On Data-Driven Log-Optimal Portfolio: A Sliding Wi…

200 papers

Stochastic algorithms are among the best for solving computationally hard search and reasoning problems. The runtime of such procedures is characterized by a random variable. Different algorithms give rise to different probability…

Artificial Intelligence · Computer Science 2013-02-08 Carla P. Gomes , Bart Selman

This paper studies a portfolio optimization problem in a discrete-time Markovian model of a financial market, in which asset price dynamics depend on an external process of economic factors. There are transaction costs with a structure that…

Portfolio Management · Quantitative Finance 2008-12-02 Jan Palczewski , Lukasz Stettner

We present a parsimonious neural network approach, which does not rely on dynamic programming techniques, to solve dynamic portfolio optimization problems subject to multiple investment constraints. The number of parameters of the…

Computational Finance · Quantitative Finance 2023-03-17 Pieter M. van Staden , Peter A. Forsyth , Yuying Li

We introduce Onflow, a reinforcement learning method for optimizing portfolio allocation via gradient flows. Our approach dynamically adjusts portfolio allocations to maximize expected log returns while accounting for transaction costs.…

Portfolio Management · Quantitative Finance 2026-03-13 Gabriel Turinici , Pierre Brugiere

This paper investigates optimal portfolio strategies in a financial market where the drift of the stock returns is driven by an unobserved Gaussian mean reverting process. Information on this process is obtained from observing stock returns…

Portfolio Management · Quantitative Finance 2016-03-15 Abdelali Gabih , Hakam Kondakji , Jörn Sass , Ralf Wunderlich

Multi-dimensional data streams, prevalent in applications like IoT, financial markets, and real-time analytics, pose significant challenges due to their high velocity, unbounded nature, and complex inter-dimensional dependencies. Sliding…

Machine Learning · Computer Science 2025-07-10 Abolfazl Zarghani , Sadegh Abedi

This paper examines the implementation of a statistical arbitrage trading strategy based on co-integration relationships where we discover candidate portfolios using multiple factors rather than just price data. The portfolio selection…

Portfolio Management · Quantitative Finance 2014-05-13 Wenbin Zhang , Zhen Dai , Bindu Pan , Milan Djabirov

Inventory management is a fundamental challenge in supply chain management. The challenge is compounded when the associated products have unpredictable demands. This study proposes an innovative optimization approach combining…

Optimization and Control · Mathematics 2024-02-20 Sarit Maitra

Portfolio optimization is one of the most attentive fields that have been researched with machine learning approaches. Many researchers attempted to solve this problem using deep reinforcement learning due to its efficient inherence that…

Portfolio Management · Quantitative Finance 2021-01-11 Tae Wan Kim , Matloob Khushi

Individual investors are now massively using online brokers to trade stocks with convenient interfaces and low fees, albeit losing the advice and personalization traditionally provided by full-service brokers. We frame the problem faced by…

Artificial Intelligence · Computer Science 2021-03-16 Robin Swezey , Bruno Charron

We reconsider the study of optimal dividend strategies in the Cram\'er-Lundberg risk model. It is well-known that the solution of the classical dividend problem is in general a band strategy. However, the numerical techniques for the…

Optimization and Control · Mathematics 2022-07-05 Hansjörg Albrecher , Brandon García Flores

This work derives an approximate analytical single period solution of the portfolio choice problem for the power utility function. It is possible to do so if we consider that the asset returns follow a multivariate normal distribution. It…

Portfolio Management · Quantitative Finance 2021-10-13 Dmytro Ivasiuk

Classical portfolio optimization methods typically determine an optimal capital allocation through the implicit, yet critical, assumption of statistical time-invariance. Such models are inadequate for real-world markets as they employ…

Statistical Finance · Quantitative Finance 2021-02-02 Bruno Scalzo , Alvaro Arroyo , Ljubisa Stankovic , Danilo P. Mandic

We consider a dynamic portfolio optimization problem that incorporates predictable returns, instantaneous transaction costs, price impact, and stochastic volatility, extending the classical results of Garleanu and Pedersen (2013), which…

Computational Finance · Quantitative Finance 2025-07-24 Patrick Chan , Ronnie Sircar , Iosif Zimbidis

This paper introduces a new functional optimization approach to portfolio optimization problems by treating the unknown weight vector as a function of past values instead of treating them as fixed unknown coefficients in the majority of…

Portfolio Management · Quantitative Finance 2020-12-10 Ka Wai Tsang , Zhaoyi He

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

We propose a distributionally robust formulation of the traditional risk parity portfolio optimization problem. Distributional robustness is introduced by targeting the discrete probabilities attached to each observation used during…

Optimization and Control · Mathematics 2021-10-14 Giorgio Costa , Roy H. Kwon

Streaming computation plays an important role in large-scale data analysis. The sliding window model is a model of streaming computation which also captures the recency of the data. In this model, data arrives one item at a time, but only…

Data Structures and Algorithms · Computer Science 2021-11-01 Alessandro Epasto , Mohammad Mahdian , Vahab Mirrokni , Peilin Zhong

We consider a multi-stage stochastic lot-sizing problem with service level constraints and supplier-driven product substitution. A firm has multiple products and it has the option to meet demand from substitutable products at a cost.…

Optimization and Control · Mathematics 2023-01-03 Narges Sereshti , Merve Bodur , James R. Luedtke

The portfolio optimization problem in which the variances of the return rates of assets are not identical is analyzed in this paper using the methodology of statistical mechanical informatics, specifically, replica analysis. We define two…

Portfolio Management · Quantitative Finance 2016-12-15 Takashi Shinzato