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Despite the high importance of grouping in practice, there exists little research on the respective topic. The present work presents a complete framework for grouping and a novel method to optimize model points. Model points are used to…

Risk Management · Quantitative Finance 2019-12-23 Mark Kiermayer , Christian Weiß

We find economically and statistically significant gains when using machine learning for portfolio allocation between the market index and risk-free asset. Optimal portfolio rules for time-varying expected returns and volatility are…

Portfolio Management · Quantitative Finance 2021-11-05 Michael Pinelis , David Ruppert

This paper proposes a new method for financial portfolio optimization based on reducing simultaneous asset shocks across a collection of assets. This may be understood as an alternative approach to risk reduction in a portfolio based on a…

Portfolio Management · Quantitative Finance 2023-03-10 Nick James , Max Menzies , Jennifer Chan

Effectively encoding inequality constraints is a primary obstacle in applying quantum algorithms to financial optimization. A quantum model for Markowitz portfolio optimization is presented that resolves this by embedding slack variables…

Optimization and Control · Mathematics 2026-01-08 Pablo Thomassin , Guillaume Guerard , Sonia Djebali , Vincent Marc Lambert

Modern portfolio theory has provided for decades the main framework for optimizing portfolios. Because of its sensitivity to small changes in input parameters, especially expected returns, the mean-variance framework proposed by Markowitz…

Portfolio Management · Quantitative Finance 2023-09-06 Adil Rengim Cetingoz , Jean-David Fermanian , Olivier Guéant

It is widely recognized that when classical optimal strategies are applied with parameters estimated from data, the resulting portfolio weights are remarkably volatile and unstable over time. The predominant explanation for this is the…

Statistics Theory · Mathematics 2009-06-15 Carl Lindberg

Algorithm portfolios represent a strategy of composing multiple heuristic algorithms, each suited to a different class of problems, within a single general solver that will choose the best suited algorithm for each input. This approach…

Artificial Intelligence · Computer Science 2014-05-16 Petr Baudiš

This paper studies the multi-period mean-variance portfolio allocation problem with transaction costs. Many methods have been proposed these last years to challenge the famous uni-period Markowitz strategy.But these methods cannot integrate…

Portfolio Management · Quantitative Finance 2023-06-21 Areski Cousin , Jérôme Lelong , Tom Picard

We construct the maximally predictable portfolio (MPP) of stocks using machine learning. Solving for the optimal constrained weights in the multi-asset MPP gives portfolios with a high monthly coefficient of determination, given the sample…

Computational Finance · Quantitative Finance 2023-11-06 Michael Pinelis , David Ruppert

An investment portfolio consists of $n$ algorithmic trading strategies, which generate vectors of positions in trading assets. Sign opposite trades (buy/sell) cross each other as strategies are combined in a portfolio. Then portfolio…

Portfolio Management · Quantitative Finance 2024-12-05 A. V. Kuliga , I. N. Shnurnikov

In recent years, the evaluation of the minimal investment risk of the quenched disordered system of a portfolio optimization problem and the investment concentration of the optimal portfolio has been actively investigated using the analysis…

Portfolio Management · Quantitative Finance 2019-08-22 Takashi Shinzato

Markowitz (1952, 1959) laid down the ground-breaking work on the mean-variance analysis. Under his framework, the theoretical optimal allocation vector can be very different from the estimated one for large portfolios due to the intrinsic…

Portfolio Management · Quantitative Finance 2008-12-16 Jianqing Fan , Jingjin Zhang , Ke Yu

The potential benefits of portfolio diversification have been known to investors for a long time. Markowitz (1952) suggested the seminal approach for optimizing the portfolio problem based on finding the weights as budget shares that…

Theoretical Economics · Economics 2019-03-05 Abdulnasser Hatemi-J , Mohamed Ali Hajji , Youssef El-Khatib

In this paper, different approaches to portfolio optimization having higher moments such as skewness and kurtosis are classified so that the reader can observe different paradigms and approaches in this field of research which is essential…

Computational Engineering, Finance, and Science · Computer Science 2022-01-04 Farshad Noravesh , Kristiaan Kerstens

Noisy optimization is the optimization of objective functions corrupted by noise. A portfolio of solvers is a set of solvers equipped with an algorithm selection tool for distributing the computational power among them. Portfolios are…

Optimization and Control · Mathematics 2015-11-05 Marie-Liesse Cauwet , Jialin Liu , Rozière Baptiste , Olivier Teytaud

Cloud resources have become increasingly important, with many businesses using cloud solutions to supplement or outright replace their existing IT infrastructure. However, as there is a plethora of providers with varying products, services,…

Distributed, Parallel, and Cluster Computing · Computer Science 2024-04-19 Valentin Haag , Maximilian Kiessler , Benedikt Pittl , Erich Schikuta

Utility and risk are two often competing measurements on the investment success. We show that efficient trade-off between these two measurements for investment portfolios happens, in general, on a convex curve in the two dimensional space…

Portfolio Management · Quantitative Finance 2018-05-16 Stanislaus Maier-Paape , Qiji Jim Zhu

Today's cloud infrastructure landscape offers a broad range of services to build and operate software applications. The myriad of options, however, has also brought along a new layer of complexity. When it comes to procuring cloud computing…

Distributed, Parallel, and Cluster Computing · Computer Science 2022-06-16 Maximilian Kiessler , Valentin Haag , Benedikt Pittl , Erich Schikuta

Portfolio optimization is one of the essential fields of focus in finance. There has been an increasing demand for novel computational methods in this area to compute portfolios with better returns and lower risks in recent years. We…

Portfolio Management · Quantitative Finance 2021-12-01 MohammadAmin Fazli , Parsa Alian , Ali Owfi , Erfan Loghmani

Portfolio management is an essential component of investment strategy that aims to maximize returns while minimizing risk. This paper explores several portfolio management strategies, including asset allocation, diversification, active…

Portfolio Management · Quantitative Finance 2023-04-13 Soumyadip Sarkar