English
Related papers

Related papers: Utility-based acceptability indices

200 papers

This paper addresses the problem of utility maximization under uncertain parameters. In contrast with the classical approach, where the parameters of the model evolve freely within a given range, we constrain them via a penalty function. We…

Optimization and Control · Mathematics 2022-03-08 Ivan Guo , Nicolas Langrené , Grégoire Loeper , Wei Ning

We propose a novel portfolio selection approach that manages to ease some of the problems that characterise standard expected utility maximisation. The optimal portfolio is no longer defined as the extremum of a suitably chosen utility…

Condensed Matter · Physics 2009-09-29 P. Rossi , M. Tavoni , F. Cocco , R. Marschinski

We study the Merton portfolio management problem within a complete market, non constant time discount rate and general utility framework. The non constant discount rate introduces time inconsistency which can be solved by introducing sub…

Portfolio Management · Quantitative Finance 2026-02-23 Oumar Mbodji

In this paper, we propose a new class of optimization problems, which maximize the terminal wealth and accumulated consumption utility subject to a mean variance criterion controlling the final risk of the portfolio. The multiple-objective…

Mathematical Finance · Quantitative Finance 2020-11-30 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

We introduce a new class of forward performance processes that are endogenous and predictable with regards to an underlying market information set and, furthermore, are updated at discrete times. We analyze in detail a binomial model whose…

Mathematical Finance · Quantitative Finance 2019-03-20 Bahman Angoshtari , Thaleia Zariphopoulou , Xun Yu Zhou

The performance of prediction models is often based on "abstract metrics" that estimate the model's ability to limit residual errors between the observed and predicted values. However, meaningful evaluation and selection of prediction…

Machine Learning · Computer Science 2019-05-13 Saima Aman , Yogesh Simmhan , Viktor K. Prasanna

We introduce a pathwise approach to analyze the relative performance of an equity portfolio with respect to a benchmark market portfolio. In this energy-entropy framework, the relative performance is decomposed into three components: a…

Portfolio Management · Quantitative Finance 2016-01-05 Soumik Pal , Ting-Kam Leonard Wong

Several benchmarks have been proposed to holistically measure quantum computing performance. While some have focused on the end user's perspective (e.g., in application-oriented benchmarks), the real industrial value taking into account the…

We define Conditional quasi concave Performance Measures (CPMs), on random variables bounded from below, to accommodate for additional information. Our notion encompasses a wide variety of cases, from conditional expected utility and…

Portfolio Management · Quantitative Finance 2012-12-18 Sara Biagini , Jocelyne Bion-Nadal

Stock portfolio optimization is the process of continuous reallocation of funds to a selection of stocks. This is a particularly well-suited problem for reinforcement learning, as daily rewards are compounding and objective functions may…

Portfolio Management · Quantitative Finance 2022-07-06 Charl Maree , Christian W. Omlin

In this exploratory note we ask the question of what a measure of performance for all tasks is like if we use a weighting of tasks based on a difficulty function. This difficulty function depends on the complexity of the (acceptable)…

Artificial Intelligence · Computer Science 2015-03-27 Jose Hernandez-Orallo

In multi-objective optimization, set-based quality indicators are a cornerstone of benchmarking and performance assessment. They capture the quality of a set of trade-off solutions by reducing it to a scalar number. One of the most commonly…

Optimization and Control · Mathematics 2025-10-03 Lennart Schäpermeier , Pascal Kerschke

Motivated by the analysis of a general optimal portfolio selection problem, which encompasses as special cases an optimal consumption and an optimal debt-arrangement problem, we are concerned with the questions of how a personality trait…

Theoretical Economics · Economics 2023-11-14 Francesco Ruscitti , Ram Sewak Dubey , Giorgio Laguzzi

In this report we propose a solution to problem of the dependency on the experience of the software project quality assurance personnel by providing a transparent, objective and measurement based quality framework. The framework helps the…

Software Engineering · Computer Science 2014-08-19 Zádor Dániel Kelemen , Gábor Bényász , Zoltán Badinka

Several performance measures can be used for evaluating classification results: accuracy, F-measure, and many others. Can we say that some of them are better than others, or, ideally, choose one measure that is best in all situations? To…

Machine Learning · Computer Science 2022-01-25 Martijn Gösgens , Anton Zhiyanov , Alexey Tikhonov , Liudmila Prokhorenkova

What is a fair performance metric? We consider the choice of fairness metrics through the lens of metric elicitation -- a principled framework for selecting performance metrics that best reflect implicit preferences. The use of metric…

Machine Learning · Statistics 2020-11-04 Gaurush Hiranandani , Harikrishna Narasimhan , Oluwasanmi Koyejo

This paper investigates the problem of maximizing expected terminal utility in a discrete-time financial market model with a finite horizon under non-dominated model uncertainty. We use a dynamic programming framework together with…

Mathematical Finance · Quantitative Finance 2017-10-03 Laurence Carassus , Romain Blanchard

Capital allocation principles are used in various contexts in which a risk capital or a cost of an aggregate position has to be allocated among its constituent parts. We study capital allocation principles in a performance measurement…

Risk Management · Quantitative Finance 2014-07-15 Eduard Kromer , Ludger Overbeck

We introduce an index for measuring the influence of the k-th smallest variable on a pseudo-Boolean function. This index is defined from a weighted least squares approximation of the function by linear combinations of order statistic…

Optimization and Control · Mathematics 2012-05-01 Jean-Luc Marichal , Pierre Mathonet

We consider a continuous-time market with proportional transaction costs. Under appropriate assumptions we prove the existence of optimal strategies for investors who maximize their worst-case utility over a class of possible models. We…

Mathematical Finance · Quantitative Finance 2018-12-06 Huy N. Chau , Miklos Rasonyi