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Portfolio optimization is a primary component of the decision-making process in finance, aiming to tactfully allocate assets to achieve optimal returns while considering various constraints. Herein, we proposed a method that uses the…

Quantum Physics · Physics 2024-12-24 Chansreynich Huot , Kimleang Kea , Tae-Kyung Kim , Youngsun Han

We model the cardinality-constrained portfolio problem using semidefinite matrices and investigate a relaxation using semidefinite programming. Experimental results show that this relaxation generates tight lower bounds and even achieves…

Optimization and Control · Mathematics 2024-02-08 Angelika Wiegele , Shudian Zhao

In this paper we consider a generalization of the Markowitz's Mean-Variance model under linear transaction costs and cardinality constraints. The cardinality constraints are used to limit the number of assets in the optimal portfolio. The…

Computational Engineering, Finance, and Science · Computer Science 2014-04-15 Mahdi Moeini

Applying optimal control algorithms on realistic quantum systems confronts two key challenges: to efficiently adopt physical constraints in the optimization and to minimize the variables for the convenience of experimental tune-ups. In…

Quantum Physics · Physics 2022-02-09 Yao Song , Junning Li , Yong-Ju Hai , Qihao Guo , Xiu-Hao Deng

Recent advances in quantum technology have led to the development and manufacturing of experimental programmable quantum annealers that promise to solve certain combinatorial optimization problems of practical relevance faster than their…

Quantum Physics · Physics 2016-05-31 Itay Hen , Federico M. Spedalieri

Major players in the global aerospace industry are shifting their focus toward achieving net carbon-neutral operations by 2050. A considerable portion of the overall carbon emission reduction is expected to come from new aircraft…

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

Optimizing portfolio performance is a fundamental challenge in financial modeling, requiring the integration of advanced clustering techniques and data-driven optimization strategies. This paper introduces a comparative backtesting approach…

Machine Learning · Computer Science 2025-01-23 Keon Vin Park

The main purpose of this article is to evaluate possible applications of quantum computers in foreign exchange reserves management. The capabilities of quantum computers are demonstrated by means of risk measurement using the quantum Monte…

General Economics · Economics 2022-03-30 Martin Veselý

We continue to investigate the use of quantum computers for building an optimal portfolio out of a universe of 60 U.S. listed, liquid equities. Starting from historical market data, we apply our unique problem formulation on the D-Wave…

General Finance · Quantitative Finance 2020-08-21 Jeffrey Cohen , Alex Khan , Clark Alexander

Quantum algorithms are getting extremely popular due to their potential to significantly outperform classical algorithms. Yet, applying quantum algorithms to optimization problems meets challenges related to the efficiency of quantum…

This paper studies mean-risk portfolio optimization models using the conditional value-at-risk (CVaR) as a risk measure. We also employ a cardinality constraint for limiting the number of invested assets. Solving such a…

Optimization and Control · Mathematics 2020-08-10 Ken Kobayashi , Yuichi Takano , Kazuhide Nakata

Portfolio optimization is one of the most studied optimization problems at the intersection of quantum computing and finance. In this work, we develop the first quantum formulation for a portfolio optimization problem with higher-order…

Quantum Physics · Physics 2026-01-28 Valter Uotila , Julia Ripatti , Bo Zhao

Cardinality-constrained binary optimization is a fundamental computational primitive with broad applications in machine learning, finance, and scientific computing. In this work, we introduce a Grover-based quantum algorithm that exploits…

Quantum Physics · Physics 2026-03-17 Haomu Yuan , Hanqing Wu , Kuan-Cheng Chen , Bin Cheng , Crispin H. W. Barnes

Effective epidemic control is crucial for mitigating the spread of infectious diseases, particularly when pharmaceutical interventions such as vaccines or treatments are limited. Non-pharmaceutical strategies, including mobility…

Physics and Society · Physics 2025-12-03 Deborah Volpe , Giacomo Orlandi , Mattia Boggio , Carlo Novara , Lorenzo Zino , Giovanna Turvani

The success of Constraint Programming relies partly on the global constraints and implementation of the associated filtering algorithms. Recently, new ideas emerged to improve these implementations in practice, especially regarding the all…

Artificial Intelligence · Computer Science 2025-02-06 Margaux Schmied , Jean-Charles Regin

Constraint programming (CP) is a paradigm used to model and solve constraint satisfaction and combinatorial optimization problems. In CP, problems are modeled with constraints that describe acceptable solutions and solved with backtracking…

Quantum Physics · Physics 2021-09-29 Kyle E. C. Booth , Bryan O'Gorman , Jeffrey Marshall , Stuart Hadfield , Eleanor Rieffel

Financial portfolio optimization is a widely studied problem in mathematics, statistics, financial and computational literature. It adheres to determining an optimal combination of weights associated with financial assets held in a…

Portfolio Management · Quantitative Finance 2013-01-21 Ankit Dangi

We present a detailed study of portfolio optimization using different versions of the quantum approximate optimization algorithm (QAOA). For a given list of assets, the portfolio optimization problem is formulated as quadratic binary…

Clustering financial assets based on return correlations is a fundamental task in portfolio optimization and statistical arbitrage. However, classical clustering methods often fall short when dealing with signed correlation structures,…

Quantum Physics · Physics 2026-02-25 Shivam Sharma , Supreeth Mysore Venkatesh , Pushkin Kachroo