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We consider an expected utility maximization problem where the utility function is not necessarily concave and the time horizon is uncertain. We establish a necessary and sufficient condition for the optimality for general non-concave…

Portfolio Management · Quantitative Finance 2021-10-14 Christian Dehm , Thai Nguyen , Mitja Stadje

This paper examines the impact of cognitive biases on financial decision-making through a static Bayesian game framework. While traditional economic theory assumes fully rational investors, real-world choices are often shaped by loss…

Theoretical Economics · Economics 2025-05-27 Samiha Tariq

Model-free learning-based control methods have seen great success recently. However, such methods typically suffer from poor sample complexity and limited convergence guarantees. This is in sharp contrast to classical model-based control,…

Optimization and Control · Mathematics 2020-06-16 Guannan Qu , Chenkai Yu , Steven Low , Adam Wierman

The present paper provides a study of high-dimensional statistical arbitrage that combines factor models with the tools from stochastic control, obtaining closed-form optimal strategies which are both interpretable and computationally…

Mathematical Finance · Quantitative Finance 2021-06-25 Jorge Guijarro-Ordonez

Despite recent molecular technique improvements, biological knowledge remains incomplete. Reasoning on living systems hence implies to integrate heterogeneous and partial informations. Although current investigations successfully focus on…

Quantitative Methods · Quantitative Biology 2009-09-29 Jérémie Bourdon , Damien Eveillard , Samuel Gabillard , Theo Merle

We investigate whether sophisticated volatility estimation improves the out-of-sample performance of mean-variance portfolio strategies relative to the naive 1/N strategy. The portfolio strategies rely solely upon second moments. Using a…

General Finance · Quantitative Finance 2022-02-15 Michael Curran , Patrick O'Sullivan , Ryan Zalla

This paper studies the topic of cost-efficiency in incomplete markets. A payoff is called cost-efficient if it achieves a given probability distribution at some given investment horizon with a minimum initial budget. Extensive literature…

Portfolio Management · Quantitative Finance 2026-05-13 Carole Bernard , Stephan Sturm

In this note, we extend an evolutionary stochastic portfolio optimization framework to include probabilistic constraints. Both the stochastic programming-based modeling environment as well as the evolutionary optimization environment are…

Portfolio Management · Quantitative Finance 2014-01-21 Ronald Hochreiter

In this paper, a continuous and non-convex promoting sparsity fraction function is studied in two sparse portfolio selection models with and without short-selling constraints. Firstly, we study the properties of the optimal solution to the…

Optimization and Control · Mathematics 2018-01-30 Angang Cui , Jigen Peng , Chengyi Zhang , Haiyang Li , Meng Wen

In this work we consider partially observable environments with sparse rewards. We present a self-supervised representation learning method for image-based observations, which arranges embeddings respecting temporal distance of…

Machine Learning · Computer Science 2020-10-07 Aleksandr Ermolov , Nicu Sebe

Human decision-making in real-life deviates significantly from the optimal decisions made by fully rational agents, primarily due to computational limitations or psychological biases. While existing studies in behavioral finance have…

Artificial Intelligence · Computer Science 2024-03-12 Penghang Liu , Kshama Dwarakanath , Svitlana S Vyetrenko , Tucker Balch

We review some fundamental concepts of investment from a mathematical perspective, concentrating specifically on fractional-Kelly portfolios, which allocate a fraction of wealth to a growth-optimal portfolio while the remainder collects (or…

Portfolio Management · Quantitative Finance 2021-09-23 Anthony E. Brockwell

A {log-optimal} portfolio is any portfolio that maximizes the expected logarithmic growth (ELG) of an investor's wealth. This maximization problem typically assumes that the information of the true distribution of returns is known to the…

Optimization and Control · Mathematics 2023-10-16 Chung-Han Hsieh

Reverse Vending Machines (RVMs) are a proven instrument for facilitating closed-loop plastic packaging recycling. A good customer experience at the RVM is crucial for a further proliferation of this technology. Bin full events are the major…

Machine Learning · Computer Science 2020-03-31 Jannis Walk , Robin Hirt , Niklas Kühl , Erik R. Hersløv

We study the portfolio problem of maximizing the outperformance probability over a random benchmark through dynamic trading with a fixed initial capital. Under a general incomplete market framework, this stochastic control problem can be…

Portfolio Management · Quantitative Finance 2015-03-19 Tim Leung , Qingshuo Song , Jie Yang

Empirical researchers and decision-makers spanning various domains frequently seek profound insights into the long-term impacts of interventions. While the significance of long-term outcomes is undeniable, an overemphasis on them may…

Machine Learning · Computer Science 2024-09-17 Peng Wu , Ziyu Shen , Feng Xie , Zhongyao Wang , Chunchen Liu , Yan Zeng

Genetic Algorithms have established their capability for solving many complex optimization problems. Even as good solutions are produced, the user's understanding of a problem is not necessarily improved, which can lead to a lack of…

Neural and Evolutionary Computing · Computer Science 2024-07-10 GianCarlo Catalano , Alexander E. I. Brownlee , David Cairns , John McCall , Russell Ainslie

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 study the problem of exploration in Reinforcement Learning and present a novel model-free solution. We adopt an information-theoretical viewpoint and start from the instance-specific lower bound of the number of samples that have to be…

Machine Learning · Computer Science 2024-07-02 Alessio Russo , Alexandre Proutiere

In this paper we estimate the mean-variance portfolio in the high-dimensional case using the recent results from the theory of random matrices. We construct a linear shrinkage estimator which is distribution-free and is optimal in the sense…

Statistical Finance · Quantitative Finance 2023-04-19 Taras Bodnar , Yarema Okhrin , Nestor Parolya
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