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In mutual fund, an investment adviser gives advice to clients about investing in securities such as stocks, bonds, mutual funds, or exchange traded funds. Some investment advisers manage portfolios of securities. In this paper, we analyze…

General Finance · Quantitative Finance 2018-07-18 Gayatri Pradhan

This paper introduces the Hype Index as a novel metric to quantify media attention toward large-cap equities, leveraging advances in Natural Language Processing (NLP) for extracting predictive signals from financial news. Using the S&P 100…

Statistical Finance · Quantitative Finance 2025-06-10 Zheng Cao , Wanchaloem Wunkaew , Helyette Geman

We examine strategically incorporating broad stock market leveraged exchange-traded funds (LETFs) into investment portfolios. We demonstrate that easily understandable and implementable strategies can enhance the risk-return profile of a…

Computational Finance · Quantitative Finance 2025-06-25 Peter Forsyth , Pieter van Staden , Yuying Li

This article aims to propose and apply a machine learning method to analyze the direction of returns from Exchange Traded Funds (ETFs) using the historical return data of its components, helping to make investment strategy decisions through…

Computational Finance · Quantitative Finance 2022-06-14 Raphael P. B. Piovezan , Pedro Paulo de Andrade Junior

Network reconstruction consists in retrieving the hidden interaction structure of a system from observations. Many reconstruction algorithms have been proposed, although less research has been devoted to describe their theoretical…

We study the problem of hedging unit linked life insurance policies whose benefits depend on an investment fund that incorporates environmental criteria in its selection process. Offering these products poses two key challenges:…

Risk Management · Quantitative Finance 2026-05-27 Katia Colaneri , Alessandra Cretarola , Edoardo Lombardo , Daniele Mancinelli

H-index has become more popular nowadays and is used for some scientific performance criteria in the world widely. This indexing method does not correctly measure any performance or carrier specifications because of the parameters that are…

Digital Libraries · Computer Science 2024-07-04 Ugur Saglam , Fatih Canata

We introduce a new general framework for constructing the best trading strategy for a given historical indicator. We construct the unique trading strategy with the highest expected return. This optimal strategy may be implemented directly,…

Portfolio Management · Quantitative Finance 2011-08-04 Philip Z. Maymin , Zakhar G. Maymin

Indexes can significantly improve search performance in relational databases. However, if the query workload changes frequently or new data updates occur continuously, it may not be worthwhile to build a conventional index upfront for query…

Databases · Computer Science 2025-08-06 Suvam Kumar Das , Suprio Ray

We point out a simple equities trading strategy that allows a sufficiently large, market-neutral, quantitative hedge fund to achieve outsized returns while simultaneously contributing significantly to increasing global wealth inequality.…

General Economics · Economics 2018-11-14 Bruce Knuteson

Predicting the trend of Bitcoin, a highly volatile cryptocurrency, remains a challenging task. Accurate forecasting holds immense potential for investors and market participants dealing with High Frequency Trading systems. The purpose of…

Computational Engineering, Finance, and Science · Computer Science 2024-07-11 Zeinab Shahsafdari , Ahmad Kalhor

Daily leveraged exchange traded funds amplify gains and losses of their underlying benchmark indexes on a daily basis. The result of going long in a daily leveraged ETF for more than one day is less clear. Here, bounds are given for the…

Mathematical Finance · Quantitative Finance 2023-12-19 Hayden Brown

How an investor invests in the market is largely influenced by the market efficiency because if a market is efficient, it is extremely difficult to make excessive returns because in an efficient market there will be no undervalued…

Statistical Finance · Quantitative Finance 2015-10-14 Achal Awasthi , Oleg Malafeyev

In this paper, we are interested in continuous time models in which the index level induces some feedback on the dynamics of its composing stocks. More precisely, we propose a model in which the log-returns of each stock may be decomposed…

Pricing of Securities · Quantitative Finance 2009-11-17 Benjamin Jourdain , Mohamed Sbai

Goal-based investing is concerned with reaching a monetary investment goal by a given finite deadline, which differs from mean-variance optimization in modern portfolio theory. In this article, we expand the close connection between…

Mathematical Finance · Quantitative Finance 2021-11-01 Thomas Krabichler , Marcus Wunsch

Despite all its well-known flaws and calls for its dismissal, the notorious $h$-index is still used in many instances when awarding grants, or promoting and hiring scientists. To address this, I set out to devise a better index, with the…

Instrumentation and Methods for Astrophysics · Physics 2022-04-01 Henri M. J. Boffin

United States (US) IG bonds typically trade at modest spreads over US Treasuries, reflecting the credit risk tied to a corporation's default potential. During market crises, IG spreads often widen and liquidity tends to decrease, likely due…

Portfolio Management · Quantitative Finance 2025-04-10 Travis Cable , Amir Mani , Wei Qi , Georgios Sotiropoulos , Yiyuan Xiong

We develop a new stock market index that captures the chaos existing in the market by measuring the mutual changes of asset prices. This new index relies on a tensor-based embedding of the stock market information, which in turn frees it…

Statistical Finance · Quantitative Finance 2021-06-09 Masoud Ataei , Shengyuan Chen , Zijiang Yang , M. Reza Peyghami

This paper provides an innovative perspective on the role of gold as a hedge and safe haven. We use a quantile-on-quantile regression approach to capture the dependence structure between gold returns and changes in uncertainty under…

Risk Management · Quantitative Finance 2018-06-21 Jamal Bouoiyour , Refk Selmi , Mark Wohar

An interesting twist of the Hirsch index is given, in terms of an index for topics and compounds. By comparing both the hb index and m for a number of compounds and topics, it can be used to differentiate between a new so-called hot topic…

Physics and Society · Physics 2007-05-23 M. G. Banks