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Portfolio optimization is a critical area in finance, aiming to maximize returns while minimizing risk. Metaheuristic algorithms were shown to solve complex optimization problems efficiently, with Genetic Algorithms and Particle Swarm…

Portfolio Management · Quantitative Finance 2025-03-21 Hang Kin Poon

Portfolio optimisation is a multi-objective optimisation problem (MOP), where an investor aims to optimise the conflicting criteria of maximising a portfolio's expected return whilst minimising its risk and other costs. However, selecting a…

Computational Engineering, Finance, and Science · Computer Science 2021-07-06 Terence van Zyl , Matthew Woolway , Andrew Paskaramoorthy

We investigate the application of two heuristic methods, genetic algorithms and tabu/scatter search, to the optimisation of realistic portfolios. The model is based on the classical mean-variance approach, but enhanced with floor and…

Other Condensed Matter · Physics 2008-12-02 Franco Busetti

Optimal selection of interdependent IT Projects for implementation in multi periods has been challenging in the framework of real option valuation. This paper presents a mathematical optimization model for multi-stage portfolio of IT…

Computational Engineering, Finance, and Science · Computer Science 2010-06-15 Shashank Pushkar , Abhijit Mustafi , Akhileshwar Mishra

A financial portfolio contains assets that offer a return with a certain level of risk. To maximise returns or minimise risk, the portfolio must be optimised - the ideal combination of optimal quantities of assets must be found. The number…

Computational Engineering, Finance, and Science · Computer Science 2023-07-11 Alexander Nikiporenko

Portfolio selection involves optimizing simultaneously financial goals such as risk, return and Sharpe ratio. This problem holds considerable importance in economics. However, little has been studied related to the nonconvexity of the…

Optimization and Control · Mathematics 2023-05-02 Vuong D. Nguyen , Nguyen Kim Duyen , Nguyen Minh Hai , Bui Khuong Duy

Metaheuristic search algorithms look for solutions that either maximise or minimise a set of objectives, such as cost or performance. However most real-world optimisation problems consist of nonlinear problems with complex constraints and…

Neural and Evolutionary Computing · Computer Science 2022-06-29 Manjinder Singh , Alexander E. I. Brownlee , David Cairns

We consider the optimization of active extension portfolios. For this purpose, the optimization problem is rewritten as a stochastic programming model and solved using a clever multi-start local search heuristic, which turns out to provide…

Portfolio Management · Quantitative Finance 2014-07-01 Ronald Hochreiter , Christoph Waldhauser

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

We consider a multi-objective risk-averse two-stage stochastic programming problem with a multivariate convex risk measure. We suggest a convex vector optimization formulation with set-valued constraints and propose an extended version of…

Optimization and Control · Mathematics 2017-11-20 Çağın Ararat , Özlem Çavuş , Ali İrfan Mahmutoğulları

With the widespread adoption of machine learning systems, the need to curtail their behavior has become increasingly apparent. This is evidenced by recent advancements towards developing models that satisfy robustness, safety, and fairness…

Machine Learning · Computer Science 2024-03-19 Juan Elenter , Luiz F. O. Chamon , Alejandro Ribeiro

A vast majority of machine learning algorithms train their models and perform inference by solving optimization problems. In order to capture the learning and prediction problems accurately, structural constraints such as sparsity or low…

Machine Learning · Statistics 2017-12-22 Prateek Jain , Purushottam Kar

In the field of global optimization, many existing algorithms face challenges posed by non-convex target functions and high computational complexity or unavailability of gradient information. These limitations, exacerbated by sensitivity to…

Optimization and Control · Mathematics 2023-10-16 Xinyu Zhang , Sujit Ghosh

Portfolio optimization has been a major topic of research in finance, as it has a significant impact on investment profit. In this paper, we investigate the problem of data uncertainty in convex multi-objective portfolio optimization. We…

Optimization and Control · Mathematics 2018-04-11 Amin Mohazab Rahimzadeh , Alireza Saranj

In this work, a new multiobjective optimization algorithm called multiobjective learner performance-based behavior algorithm is proposed. The proposed algorithm is based on the process of transferring students from high school to college.…

Neural and Evolutionary Computing · Computer Science 2022-01-31 Chnoor M. Rahman , Tarik A. Rashid , Aram Mahmood Ahmed , Seyedali Mirjalili

In this paper, we propose a machine learning algorithm for time-inconsistent portfolio optimization. The proposed algorithm builds upon neural network based trading schemes, in which the asset allocation at each time point is determined by…

Portfolio Management · Quantitative Finance 2023-09-06 Kristoffer Andersson , Cornelis W. Oosterlee

In this paper we propose a general framework to characterize and solve the stochastic optimization problems with multiple objectives underlying many real world learning applications. We first propose a projection based algorithm which…

Machine Learning · Computer Science 2013-07-16 Mehrdad Mahdavi , Tianbao Yang , Rong Jin

Learning to optimize is an approach that leverages training data to accelerate the solution of optimization problems. Many approaches use unrolling to parametrize the update step and learn optimal parameters. Although L2O has shown…

Optimization and Control · Mathematics 2025-07-15 Patrick Fahy , Mohammad Golbabaee , Matthias J. Ehrhardt

Evolutionary multi-objective algorithms have been widely shown to be successful when utilized for a variety of stochastic combinatorial optimization problems. Chance constrained optimization plays an important role in complex real-world…

Neural and Evolutionary Computing · Computer Science 2023-03-06 Kokila Perera , Aneta Neumann , Frank Neumann

Optimization problems with more than one objective consist in a very attractive topic for researchers due to its applicability in real-world situations. Over the years, the research effort in the Computational Intelligence field resulted in…

Neural and Evolutionary Computing · Computer Science 2019-01-25 F. B. Lima Neto , I. M. C. Albuquerque , J. B. Monteiro Filho
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