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Factor strategies have gained growing popularity in industry with the fast development of machine learning. Usually, multi-factors are fed to an algorithm for some cross-sectional return predictions, which are further used to construct a…

Portfolio Management · Quantitative Finance 2021-04-27 Xin Zhang , Lan Wu , Zhixue Chen

Different types of reasoning impose different structural demands on representational systems, yet no systematic account of these demands exists across psychology, AI, and philosophy of mind. I propose a framework identifying four structural…

Artificial Intelligence · Computer Science 2026-04-03 Yiling Wu

In recent years, stochastic parametrizations have been ubiquitous in modelling uncertainty in fluid dynamics models. One source of model uncertainty comes from the coarse graining of the fine-scale data and is in common usage in…

Dynamical Systems · Mathematics 2023-04-28 Bertrand Chapron , Dan Crisan , Darryl Holm , Oana Lang , Alexander Lobbe , Etienne Mémin

When a source-trained model $Q$ is replaced by a model $\tilde{Q}$ trained on shifted data, its performance on the source domain can change unpredictably. To address this, we study the two-model risk change, $\Delta R := R_P(\tilde{Q}) -…

Machine Learning · Computer Science 2026-02-12 Hosein Anjidani , S. Yahya S. R. Tehrani , Mohammad Mahdi Mojahedian , Mohammad Hossein Yassaee

Economic models with input-output networks assume that firm or sector (unit) growth is driven by a weighted sum of trade partners' growth and an independently-drawn idiosyncratic shock. I show that the idiosyncratic risk assumption in a…

General Economics · Economics 2022-08-03 Victor Sellemi

We build a state-of-the-art dynamic model of private asset allocation that considers five key features of private asset markets: (1) the illiquid nature of private assets, (2) timing lags between capital commitments, capital calls, and…

Portfolio Management · Quantitative Finance 2025-03-04 Hui Chen , Giovanni Gambarotta , Simon Scheidegger , Yu Xu

Out-of-distribution (OOD) detection, which aims to distinguish unknown classes from known classes, has received increasing attention recently. A main challenge within is the unavailable of samples from the unknown classes in the training…

Computer Vision and Pattern Recognition · Computer Science 2024-10-10 Mingle Xu , Jaehwan Lee , Sook Yoon , Dong Sun Park

Active learning (AL) is a widely-used training strategy for maximizing predictive performance subject to a fixed annotation budget. In AL one iteratively selects training examples for annotation, often those for which the current model is…

Machine Learning · Computer Science 2019-11-05 David Lowell , Zachary C. Lipton , Byron C. Wallace

Measuring the corporate default risk is broadly important in economics and finance. Quantitative methods have been developed to predictively assess future corporate default probabilities. However, as a more difficult yet crucial problem,…

Applications · Statistics 2018-04-26 Miao Yuan , Cheng Yong Tang , Yili Hong , Jian Yang

This paper investigates dual sourcing problems with supply mode dependent failure rates, particularly relevant in managing spare parts for downtime-critical assets. To enhance resilience, businesses increasingly adopt dual sourcing…

Machine Learning · Computer Science 2025-04-14 Fabian Akkerman , Nils Knofius , Matthieu van der Heijden , Martijn Mes

Virtually all machine learning tasks are characterized using some form of loss function, and "good performance" is typically stated in terms of a sufficiently small average loss, taken over the random draw of test data. While optimizing for…

Machine Learning · Statistics 2023-12-01 Matthew J. Holland , Kazuki Tanabe

Portfolio allocation and risk management make use of correlation matrices and heavily rely on the choice of a proper correlation matrix to be used. In this regard, one important question is related to the choice of the proper sample period…

Risk Management · Quantitative Finance 2020-04-29 Giuseppe Brandi , Ruggero Gramatica , Tiziana Di Matteo

We study an optimal liquidation problem under the ambiguity with respect to price impact parameters. Our main results show that the value function and the optimal trading strategy can be characterized by the solution to a semi-linear PDE…

Mathematical Finance · Quantitative Finance 2019-09-04 Ulrich Horst , Xiaonyu Xia , Chao Zhou

We introduce a novel bias-variance decomposition for a range of strictly convex margin losses, including the logistic loss (minimized by the classic LogitBoost algorithm), as well as the squared margin loss and canonical boosting loss.…

Machine Learning · Statistics 2022-04-27 Danny Wood , Tingting Mu , Gavin Brown

Determination of the correct mix of dividend and retained earnings and its effect on profitability has been a subject of controversy in financial management literature. This paper seeks to contribute to the ongoing debate by examining the…

General Finance · Quantitative Finance 2022-07-18 Suresh N , Pooja M

Spuriousness arises when there is an association between two or more variables in a dataset that are not causally related. In this work, we propose an explainability framework to preemptively disentangle the nature of such spurious…

Machine Learning · Computer Science 2025-11-17 Barproda Halder , Faisal Hamman , Pasan Dissanayake , Qiuyi Zhang , Ilia Sucholutsky , Sanghamitra Dutta

Data integration approaches are increasingly used to enhance the efficiency and generalizability of studies. However, a key limitation of these methods is the assumption that outcome measures are identical across datasets -- an assumption…

We consider the multi-period portfolio optimization problem with a single asset that can be held long or short. Due to the presence of transaction costs, maximizing the immediate reward at each period may prove detrimental, as frequent…

Optimization and Control · Mathematics 2025-02-07 Chutian Ma , Paul Smith

The empirical results have shown that firstly, with one-week holding period and reinvesting, for SSE Composite Index stocks, the highest p-ratio investment strategy produces the largest annualized rate of return; and for NYSE Composite…

Portfolio Management · Quantitative Finance 2025-10-14 Jing Li , Bowei Guo , Xinqi Xie , Kuo-Ping Chang

US Institutions with more than $100 million assets under management must disclose part of their long positions into the SEC Form 13F-HR on a quarterly basis. We consider the number of variations in holdings between consecutive reporting…

Mathematical Finance · Quantitative Finance 2022-09-20 Deborah Miori , Mihai Cucuringu