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This paper defines systematic value investing as an empirical optimization problem. Predictive modeling is introduced as a systematic value investing methodology with dynamic and optimization features. A predictive modeling process is…

Portfolio Management · Quantitative Finance 2017-09-12 R. J. Sak

Finding the hedge ratios for a portfolio and risk compression is the same mathematical problem. Traditionally, regression is used for this purpose. However, regression has its own limitations. For example, in a regression model, we can't…

Portfolio Management · Quantitative Finance 2023-05-09 Ali Shirazi , Fereshteh Sadeghi Naieni Fard

Tracking the solution of time-varying variational inequalities is an important problem with applications in game theory, optimization, and machine learning. Existing work considers time-varying games or time-varying optimization problems.…

Computer Science and Game Theory · Computer Science 2026-03-05 Hédi Hadiji , Sarah Sachs , Cristóbal Guzmán

A long-term visual object tracking performance evaluation methodology and a benchmark are proposed. Performance measures are designed by following a long-term tracking definition to maximize the analysis probing strength. The new measures…

Computer Vision and Pattern Recognition · Computer Science 2019-06-21 Alan Lukežič , Luka Čehovin Zajc , Tomáš Vojíř , Jiří Matas , Matej Kristan

Providing a measure of market risk is an important issue for investors and financial institutions. However, the existing models for this purpose are per definition symmetric. The current paper introduces an asymmetric capital asset pricing…

Pricing of Securities · Quantitative Finance 2024-05-07 Abdulnasser Hatemi-J

We study a single risky financial asset model subject to price impact and transaction cost over an finite time horizon. An investor needs to execute a long position in the asset affecting the price of the asset and possibly incurring in…

Trading and Market Microstructure · Quantitative Finance 2015-03-19 Mauricio Junca

In this paper, we provide a comprehensive review of recent advances in robust portfolio selection problems and their extensions, from both operational research and financial perspectives. A multi-dimensional classification of the models and…

Portfolio Management · Quantitative Finance 2022-01-13 Alireza Ghahtarani , Ahmed Saif , Alireza Ghasemi

This paper considers the portfolio management problem of optimal investment, consumption and life insurance. We are concerned with time inconsistency of optimal strategies. Natural assumptions, like different discount rates for consumption…

Optimization and Control · Mathematics 2011-07-25 Ivar Ekeland , Oumar Mbodji , Traian A. Pirvu

Forecasting stock returns is a challenging problem due to the highly stochastic nature of the market and the vast array of factors and events that can influence trading volume and prices. Nevertheless it has proven to be an attractive…

Statistical Finance · Quantitative Finance 2021-09-15 Rian Dolphin , Barry Smyth , Yang Xu , Ruihai Dong

We study the explicit calculation of the set of superhedging portfolios of contingent claims in a discrete-time market model for d assets with proportional transaction costs. The set of superhedging portfolios can be obtained by a recursive…

Pricing of Securities · Quantitative Finance 2014-05-22 Andreas Löhne , Birgit Rudloff

The paper is devoted to modeling optimal exercise strategies of the behavior of investors and issuers working with convertible bonds. This implies solution of the problems of stock price modeling, payoff computation and min-max…

Pricing of Securities · Quantitative Finance 2008-12-02 Kateryna Mishchenko , Volodymyr Mishchenko , Anatoliy Malyarenko

Underactuated systems like sea vessels have degrees of motion that are insufficiently matched by a set of independent actuation forces. In addition, the underlying trajectory-tracking control problems grow in complexity in order to decide…

Systems and Control · Electrical Eng. & Systems 2021-04-02 Mohammed Abouheaf , Wail Gueaieb , Md. Suruz Miah , Davide Spinello

This article studies a portfolio optimization problem, where the market consisting of several stocks is modeled by a multi-dimensional jump-diffusion process with age-dependent semi-Markov modulated coefficients. We study risk sensitive…

Portfolio Management · Quantitative Finance 2019-10-21 Milan Kumar Das , Anindya Goswami , Nimit Rana

In this paper, we revisit the portfolio allocation problem with designated risk-budget [Qian, 2005]. We generalize the problem of arbitrary risk budgets with unequal correlations to one that includes return forecasts and transaction costs…

Computational Engineering, Finance, and Science · Computer Science 2022-10-04 Avinash Bhardwaj , Manjesh K Hanawal , Purushottam Parthasarathy

The sparse linear regression problem is difficult to handle with usual sparse optimization models when both predictors and measurements are either quantized or represented in low-precision, due to non-convexity. In this paper, we provide a…

Optimization and Control · Mathematics 2019-03-22 Vito Cerone , Sophie M. Fosson , Diego Regruto

We present a new approach for studying the problem of optimal hedging of a European option in a finite and complete discrete-time market model. We consider partial hedging strategies that maximize the success probability or minimize the…

Pricing of Securities · Quantitative Finance 2009-10-28 Peter G. Lindberg

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

Given a finite collection of stochastic alternatives, we study the problem of sequentially allocating a fixed sampling budget to identify the optimal alternative with a high probability, where the optimal alternative is defined as the one…

Methodology · Statistics 2025-03-11 Dohyun Ahn , Taeho Kim

Trailing stop is a popular stop-loss trading strategy by which the investor will sell the asset once its price experiences a pre-specified percentage drawdown. In this paper, we study the problem of timing buy and then sell an asset subject…

Mathematical Finance · Quantitative Finance 2019-03-26 Tim Leung , Hongzhong Zhang

When faced with a new customer, many factors contribute to an insurance firm's decision of what offer to make to that customer. In addition to the expected cost of providing the insurance, the firm must consider the other offers likely to…

Machine Learning · Computer Science 2024-08-05 Edward James Young , Alistair Rogers , Elliott Tong , James Jordon