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In the context of stochastic portfolio theory we introduce a novel class of portfolios which we call linear path-functional portfolios. These are portfolios which are determined by certain transformations of linear functions of a…

Mathematical Finance · Quantitative Finance 2024-10-08 Christa Cuchiero , Janka Möller

Modern deep learning for asset allocation typically separates forecasting from optimization. We argue this creates a fundamental mismatch where minimizing prediction errors fails to yield robust portfolios. We propose the Signature Informed…

Machine Learning · Computer Science 2026-01-23 Yoontae Hwang , Stefan Zohren

High-frequency quantitative trading strategies have long been of significant interest in futures market. While advanced statistical arbitrage and deep learning enhance high-frequency data processing, they diminish opportunities for…

General Economics · Economics 2025-10-17 Zihao Guo , Hanqing Jin , Jiaqi Kuang , Zhongmin Qian , Jinghan Wang

We introduce a novel signature approach for pricing and hedging path-dependent options with instantaneous and permanent market impact under a mean-quadratic variation criterion. Leveraging the expressive power of signatures, we recast an…

Portfolio Management · Quantitative Finance 2025-12-01 Eduardo Abi Jaber , Donatien Hainaut , Edouard Motte

We present convincing empirical results on the application of Randomized Signature Methods for non-linear, non-parametric drift estimation for a multi-variate financial market. Even though drift estimation is notoriously ill defined due to…

Portfolio Management · Quantitative Finance 2023-12-29 Erdinc Akyildirim , Matteo Gambara , Josef Teichmann , Syang Zhou

Path signatures have been proposed as a powerful representation of paths that efficiently captures the path's analytic and geometric characteristics, having useful algebraic properties including fast concatenation of paths through tensor…

Systems and Control · Electrical Eng. & Systems 2024-06-21 Motoya Ohnishi , Iretiayo Akinola , Jie Xu , Ajay Mandlekar , Fabio Ramos

Performance analysis, from the external point of view of a client who would only have access to returns and holdings of a fund, evolved towards exact attribution made in the context of portfolio optimisation, which is the internal point of…

Portfolio Management · Quantitative Finance 2014-08-08 Bruno Durin

Signatures, one of the key concepts of rough path theory, have recently gained prominence as a means to find appropriate feature sets in machine learning systems. In this paper, in order to compute signatures directly from discrete data…

Mathematical Finance · Quantitative Finance 2022-01-17 Takanori Adachi , Yusuke Naritomi

We consider asset price models whose dynamics are described by linear functions of the (time extended) signature of a primary underlying process, which can range from a (market-inferred) Brownian motion to a general multidimensional…

Mathematical Finance · Quantitative Finance 2022-07-28 Christa Cuchiero , Guido Gazzani , Sara Svaluto-Ferro

In this article, we develop a kernel-based framework for constructing dynamic, pathdependent trading strategies under a mean-variance optimisation criterion. Building on the theoretical results of (Muca Cirone and Salvi, 2025), we…

Trading and Market Microstructure · Quantitative Finance 2025-07-16 Owen Futter , Nicola Muca Cirone , Blanka Horvath

This paper develops a mathematical framework for the analysis of continuous-time trading strategies which, in contrast to the classical setting of continuous-time mathematical finance, does not rely on stochastic integrals or other…

Mathematical Finance · Quantitative Finance 2016-02-17 Candia Riga

We investigate the use of path signatures in a machine learning context for hedging exotic derivatives under non-Markovian stochastic volatility models. In a deep learning setting, we use signatures as features in feedforward neural…

Machine Learning · Statistics 2025-08-12 Eduardo Abi Jaber , Louis-Amand Gérard

We study two complementary methodologies for calibrating implied volatility surfaces: analytical approximations and data-driven models based on rough path theory. On the analytical side, we revisit a second-order asymptotic expansion for…

Mathematical Finance · Quantitative Finance 2026-05-11 Elisa Alòs , Òscar Burés , Rafael de Santiago , Josep Vives

Asynchronous trading in high-frequency financial markets introduces significant biases into econometric analysis, distorting risk estimates and leading to suboptimal portfolio decisions. Existing synchronization methods, such as the…

Econometrics · Economics 2025-07-17 Xinbing Kong , Cheng Liu , Bin Wu

The path optimization method, which is proposed to control the sign problem in quantum field theories with continuous degrees of freedom by machine learning, is applied to a spin model with discrete degrees of freedom. The path optimization…

High Energy Physics - Lattice · Physics 2024-01-25 Kouji Kashiwa , Yusuke Namekawa , Akira Ohnishi , Hayato Takase

Deep hedging is a promising direction in quantitative finance, incorporating models and techniques from deep learning research. While giving excellent hedging strategies, models inherently requires careful treatment in designing…

Machine Learning · Computer Science 2023-10-23 Anh Tong , Thanh Nguyen-Tang , Dongeun Lee , Toan Tran , Jaesik Choi

Market events such as order placement and order cancellation are examples of the complex and substantial flow of data that surrounds a modern financial engineer. New mathematical techniques, developed to describe the interactions of complex…

Statistical Finance · Quantitative Finance 2014-07-16 Lajos Gergely Gyurkó , Terry Lyons , Mark Kontkowski , Jonathan Field

Optimal trading is a recent field of research which was initiated by Almgren, Chriss, Bertsimas and Lo in the late 90's. Its main application is slicing large trading orders, in the interest of minimizing trading costs and potential…

Trading and Market Microstructure · Quantitative Finance 2018-06-05 Charles-Albert Lehalle , Eyal Neuman

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

Classical portfolio optimization methods typically determine an optimal capital allocation through the implicit, yet critical, assumption of statistical time-invariance. Such models are inadequate for real-world markets as they employ…

Statistical Finance · Quantitative Finance 2021-02-02 Bruno Scalzo , Alvaro Arroyo , Ljubisa Stankovic , Danilo P. Mandic
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