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This paper addresses the portfolio selection problem for nonlinear law-dependent preferences in continuous time, which inherently exhibit time inconsistency. Employing the method of stochastic maximum principle, we establish verification…

Mathematical Finance · Quantitative Finance 2023-11-15 Zongxia Liang , Jianming Xia , Fengyi Yuan

In the framework of stochastic portfolio theory we introduce rank volatility stabilized models for large equity markets over long time horizons. These models are rank-based extensions of the volatility stabilized models introduced by…

Mathematical Finance · Quantitative Finance 2024-03-08 David Itkin , Martin Larsson

We introduce a class of robust control problems formulated in min-max form, in which the principal agent is viewed as a central planner facing Nature. The agent's cost is a nonlinear function of all its possible realizations, encompassing…

Optimization and Control · Mathematics 2026-04-24 François Delarue , Pierre Lavigne

When predictions support decisions they may influence the outcome they aim to predict. We call such predictions performative; the prediction influences the target. Performativity is a well-studied phenomenon in policy-making that has so far…

Machine Learning · Computer Science 2021-03-02 Juan C. Perdomo , Tijana Zrnic , Celestine Mendler-Dünner , Moritz Hardt

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

Portfolio theory is a very powerful tool in the modern investment theory. It is helpful in estimating risk of an investor's portfolio, which arises from our lack of information, uncertainty and incomplete knowledge of reality, which forbids…

Physics and Society · Physics 2010-04-27 Malgorzata Snarska , Jakub Krzych

A multi-agent system operates in an uncertain environment about which agents have different and time varying beliefs that, as time progresses, converge to a common belief. A global utility function that depends on the realized state of the…

Computer Science and Game Theory · Computer Science 2016-02-08 Ceyhun Eksin , Alejandro Ribeiro

We implement momentum strategies using reward-risk measures as ranking criteria based on classical tempered stable distribution. Performances and risk characteristics for the alternative portfolios are obtained in various asset classes and…

Portfolio Management · Quantitative Finance 2015-06-09 Jaehyung Choi , Young Shin Kim , Ivan Mitov

In many stochastic games stemming from financial models, the environment evolves with latent factors and there may be common noise across agents' states. Two classic examples are: (i) multi-agent trading on electronic exchanges, and (ii)…

Optimization and Control · Mathematics 2019-07-24 Dena Firoozi , Peter E. Caines , Sebastian Jaimungal

Object co-occurrences provide a key cue for finding objects successfully and efficiently in unfamiliar environments. Typically, one looks for cups in kitchens and views fridges as evidence of being in a kitchen. Such priors have also been…

Robotics · Computer Science 2026-03-10 Gabriele Somaschini , Adrian Röfer , Abhinav Valada

We introduce a simple and tractable methodology for estimating semiparametric conditional latent factor models. Our approach disentangles the roles of characteristics in capturing factor betas of asset returns from ``alpha.'' We construct…

Econometrics · Economics 2025-04-29 Qihui Chen , Nikolai Roussanov , Xiaoliang Wang

Principal agent games are a growing area of research which focuses on the optimal behaviour of a principal and an agent, with the former contracting work from the latter, in return for providing a monetary award. While this field…

Mathematical Finance · Quantitative Finance 2022-06-28 Dena Firoozi , Arvind V Shrivats , Sebastian Jaimungal

We construct Nash-equilibria in mean-field portfolio games of optimal investment and hedging under relative performance concerns with exponential (CARA) utility preferences. Common noise dynamics are modeled by integer-valued random…

Optimization and Control · Mathematics 2026-01-08 Dirk Becherer , Stefanie Hesse

We introduce the partially observable history process (POHP) formalism for reinforcement learning. POHP centers around the actions and observations of a single agent and abstracts away the presence of other players without reducing them to…

Artificial Intelligence · Computer Science 2022-02-25 Dustin Morrill , Amy R. Greenwald , Michael Bowling

Strategy evaluation schemes are a crucial factor in any agent-based market model, as they determine the agents' strategy preferences and consequently their behavioral pattern. This study investigates how the strategy evaluation schemes…

Portfolio Management · Quantitative Finance 2010-08-24 Yongjoo Baek , Sang Hoon Lee , Hawoong Jeong

Financial portfolio management investment policies computed quantitatively by modern portfolio theory techniques like the Markowitz model rely on a set on assumptions that are not supported by data in high volatility markets. Hence,…

Computational Engineering, Finance, and Science · Computer Science 2024-07-22 Alejandra de la Rica Escudero , Eduardo C. Garrido-Merchan , Maria Coronado-Vaca

This paper considers mean field games in a multi-agent Markov decision process (MDP) framework. Each player has a continuum state and binary action. By active control, a player can bring its state to a resetting point. All players are…

Optimization and Control · Mathematics 2017-01-25 Minyi Huang , Yan Ma

We propose a novel conditional diffusion model for contextual portfolio optimization that learns the cross-sectional distribution of next-day stock returns conditioned on high-dimensional asset-specific factors. Our model leverages a…

Portfolio Management · Quantitative Finance 2026-04-17 Xuefeng Gao , Mengying He , Xuedong He

The recent framework of performative prediction is aimed at capturing settings where predictions influence the target/outcome they want to predict. In this paper, we introduce a natural multi-agent version of this framework, where multiple…

Machine Learning · Computer Science 2022-01-26 Georgios Piliouras , Fang-Yi Yu

Recently, reinforcement learning has achieved remarkable results in various domains, including robotics, games, natural language processing, and finance. In the financial domain, this approach has been applied to tasks such as portfolio…

Computational Finance · Quantitative Finance 2025-08-07 Caio de Souza Barbosa Costa , Anna Helena Reali Costa