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Related papers: Portfolio Selection via Topological Data Analysis

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We propose a novel exact multi-parameter persistent homology method for analyzing time-series data utilizing the Liouville torus. In the field of topological data analysis (TDA), the conventional approach to analyzing time-series data often…

Algebraic Topology · Mathematics 2025-12-30 Keunsu Kim , Jae-Hun Jung

We propose a novel approach to sentiment data filtering for a portfolio of assets. In our framework, a dynamic factor model drives the evolution of the observed sentiment and allows to identify two distinct components: a long-term…

General Finance · Quantitative Finance 2020-09-08 Danilo Vassallo , Giacomo Bormetti , Fabrizio Lillo

When constructing portfolios, a key problem is that a lot of financial time series data are sparse, making it challenging to apply machine learning methods. Polymodel theory can solve this issue and demonstrate superiority in portfolio…

Portfolio Management · Quantitative Finance 2025-02-17 Siqiao Zhao , Zhikang Dong , Zeyu Cao , Raphael Douady

Motivated by practical applications, we explore the constrained multi-period mean-variance portfolio selection problem within a market characterized by a dynamic factor model. This model captures predictability in asset returns driven by…

Portfolio Management · Quantitative Finance 2025-02-26 Jianjun Gao , Chengneng Jin , Yun Shi , Xiangyu Cui

We study the dynamic portfolio selection of an investor who uses deep learning methods to forecast stock market excess returns. In a two-asset allocation problem, deep neural networks -- both feedforward and long short-term memory (LSTM)…

General Finance · Quantitative Finance 2026-02-16 Mykola Babiak , Jozef Barunik

Topological data analysis is an emerging field that applies the study of topological invariants to data. Perhaps the simplest of these invariants is the number of connected components or clusters. In this work, we explore a topological…

Computational Geometry · Computer Science 2023-12-19 Ian Stewart Joyce , Grant Erdmann , Kirk P. Gardner , Ryan Kramer , Kyle Siegrist

Unsupervised clustering of temporal data is both challenging and crucial in machine learning. In this paper, we show that neither traditional clustering methods, time series specific or even deep learning-based alternatives generalise well…

Machine Learning · Computer Science 2020-10-13 Nuno Mota Goncalves , Ioana Giurgiu , Anika Schumann

Topological Data Analysis (TDA) gives practioners the ability to analyse the global structure of cybersecurity data. We use TDA for anomaly detection in host-based logs collected with the open-source Logging Made Easy (LME) project. We…

Machine Learning · Computer Science 2022-04-28 Thomas Davies

This paper proposes a hierarchical approximate-factor approach to analyzing high-dimensional, large-scale heterogeneous time series data using distributed computing. The new method employs a multiple-fold dimension reduction procedure using…

Methodology · Statistics 2022-04-20 Zhaoxing Gao , Ruey S. Tsay

Topological clustering, and its main algorithm ToMATo, is a clustering method from Topological Data Analysis (TDA) which has been applied successfully in several applications during the last few years. This is due to its high versatility,…

Machine Learning · Computer Science 2026-05-15 Ludo Andrianirina , Mathieu Carrière

Topological data analysis is a relatively new branch of machine learning that excels in studying high dimensional data, and is theoretically known to be robust against noise. Meanwhile, data objects with mixed numeric and categorical…

Algebraic Topology · Mathematics 2020-06-15 Chengyuan Wu , Carol Anne Hargreaves

Time series clustering is the process of grouping time series with respect to their similarity or characteristics. Previous approaches usually combine a specific distance measure for time series and a standard clustering method. However,…

We propose a computationally simple framework for clustering functional data based on Gaussian-process-generated random projections. In this approach, each curve is first projected onto a large collection of independent Gaussian process…

Methodology · Statistics 2026-05-22 Sourav Chakrabarty , Anirvan Chakraborty , Shyamal K. De

Network representations can help reveal the behavior of complex systems. Useful information can be derived from the network properties and invariants, such as components, clusters or cliques, as well as from their changes over time. The…

Social and Information Networks · Computer Science 2019-03-18 Luis Ramada Pereira , Rui J. Lopes , Jorge Louçã

Ensemble methods have played a crucial role in achieving state-of-the-art (SOTA) performance across various machine learning tasks by leveraging the diversity of features learned by individual models. In Time Series Classification (TSC),…

Machine Learning · Computer Science 2026-02-10 Javidan Abdullayev , Maxime Devanne , Cyril Meyer , Ali Ismail-Fawaz , Jonathan Weber , Germain Forestier

The standard approach for constructing a Mean-Variance portfolio involves estimating parameters for the model using collected samples. However, since the distribution of future data may not resemble that of the training set, the…

Mathematical Finance · Quantitative Finance 2025-03-12 Duy Khanh Lam

Flow in porous media is difficult to address using standard analytical or numerical methods due to its complexity. However, since synthetic representations of porous media are easy to produce and data from physical experiments are becoming…

We employ a Bayesian modelling technique for high dimensional cointegration estimation to construct low volatility portfolios from a large number of stocks. The proposed Bayesian framework effectively identifies sparse and important…

Applications · Statistics 2024-07-16 Parley R Yang , Alexander Y Shestopaloff

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

Portfolio managers are typically constrained by turnover limits, minimum and maximum stock positions, cardinality, a target market capitalization and sometimes the need to hew to a style (such as growth or value). In addition, portfolio…

Portfolio Management · Quantitative Finance 2012-01-04 Andrew Clark , Jeff Kenyon
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