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In this paper, we document a novel machine learning based bottom-up approach for static and dynamic portfolio optimization on, potentially, a large number of assets. The methodology applies to general constrained optimization problems and…

Mathematical Finance · Quantitative Finance 2020-11-24 Qing Yang , Zhenning Hong , Ruyan Tian , Tingting Ye , Liangliang Zhang

Maintaining a balance between returns and volatility is a common strategy for portfolio diversification, whether investing in traditional equities or digital assets like cryptocurrencies. One approach for diversification is the application…

General Economics · Economics 2025-04-01 Dimitar Kitanovski , Igor Mishkovski , Viktor Stojkoski , Miroslav Mirchev

The emergence of massive graph data sets requires fast mining algorithms. Centrality measures to identify important vertices belong to the most popular analysis methods in graph mining. A measure that is gaining attention is forest…

Data Structures and Algorithms · Computer Science 2021-01-18 Alexander van der Grinten , Eugenio Angriman , Maria Predari , Henning Meyerhenke

As relational datasets modeled as graphs keep increasing in size and their data-acquisition is permeated by uncertainty, graph-based analysis techniques can become computationally and conceptually challenging. In particular, node centrality…

Social and Information Networks · Computer Science 2020-03-10 Marco Avella-Medina , Francesca Parise , Michael T. Schaub , Santiago Segarra

We present the first application of modern Hopfield networks to the problem of portfolio optimization. We performed an extensive study based on combinatorial purged cross-validation over several datasets and compared our results to both…

Machine Learning · Computer Science 2025-07-08 Carlo Nicolini , Monisha Gopalan , Jacopo Staiano , Bruno Lepri

Centrality measures, quantifying the importance of vertices or edges, play a fundamental role in network analysis. To date, triggered by some positive approximability results, a large body of work has been devoted to studying centrality…

Social and Information Networks · Computer Science 2024-02-13 Atsushi Miyauchi , Lorenzo Severini , Francesco Bonchi

Recognizing that asset markets generally exhibit shared informational characteristics, we develop a portfolio strategy based on transfer learning that leverages cross-market information to enhance the investment performance in the market of…

Portfolio Management · Quantitative Finance 2025-11-27 Kexin Wang , Xiaomeng Zhang , Xinyu Zhang

The fundamental principle in Modern Portfolio Theory (MPT) is based on the quantification of the portfolio's risk related to performance. Although MPT has made huge impacts on the investment world and prompted the success and prevalence of…

Portfolio Management · Quantitative Finance 2021-02-15 Shi Yu , Haoran Wang , Chaosheng Dong

In a network consisting of n nodes, our goal is to identify the most central k nodes with respect to the proposed definitions of centrality. Depending on the specific application, there exist several metrics for quantifying k-centrality,…

Combinatorics · Mathematics 2024-06-11 Karim Shahbaz , Madhu N. Belur , Chayan Bhawal , Debasattam Pal

This paper proposes a new method for financial portfolio optimization based on reducing simultaneous asset shocks across a collection of assets. This may be understood as an alternative approach to risk reduction in a portfolio based on a…

Portfolio Management · Quantitative Finance 2023-03-10 Nick James , Max Menzies , Jennifer Chan

Optimizing portfolio performance is a fundamental challenge in financial modeling, requiring the integration of advanced clustering techniques and data-driven optimization strategies. This paper introduces a comparative backtesting approach…

Machine Learning · Computer Science 2025-01-23 Keon Vin Park

Deep learning offers new tools for portfolio optimization. We present an end-to-end framework that directly learns portfolio weights by combining Long Short-Term Memory (LSTM) networks to model temporal patterns, Graph Attention Networks…

Portfolio Management · Quantitative Finance 2026-05-27 Yun Lin , Jiawei Lou , Jinghe Zhang

In this paper we propose a novel application of Gaussian processes (GPs) to financial asset allocation. Our approach is deeply rooted in Stochastic Portfolio Theory (SPT), a stochastic analysis framework introduced by Robert Fernholz that…

Portfolio Management · Quantitative Finance 2016-07-06 Yves-Laurent Kom Samo , Alexander Vervuurt

The study of the topological structure of complex networks has fascinated researchers for several decades, and today we have a fairly good understanding of the types and reoccurring characteristics of many different complex networks.…

Social and Information Networks · Computer Science 2014-06-23 Matthieu Roy , Stefan Schmid , Gilles Trédan

Stock portfolio optimization is the process of constant re-distribution of money to a pool of various stocks. In this paper, we will formulate the problem such that we can apply Reinforcement Learning for the task properly. To maintain a…

Machine Learning · Computer Science 2020-12-14 Le Trung Hieu

Development of stock networks is an important approach to explore the relationship between different stocks in the era of big-data. Although a number of methods have been designed to construct the stock correlation networks, it is still a…

Statistical Finance · Quantitative Finance 2019-06-25 Xue Guo , Hu Zhang , Tianhai Tian

Network analysis has emerged as a key technique in communication studies, economics, geography, history and sociology, among others. A fundamental issue is how to identify key nodes, for which purpose a number of centrality measures have…

Social and Information Networks · Computer Science 2018-01-08 László Csató

With the improvement of computer performance and the development of GPU-accelerated technology, trading with machine learning algorithms has attracted the attention of many researchers and practitioners. In this research, we propose a novel…

Portfolio Management · Quantitative Finance 2021-03-23 Huanming Zhang , Zhengyong Jiang , Jionglong Su

A new measure to assess the centrality of vertices in an undirected and connected graph is proposed. The proposed measure, L1 centrality, can adequately handle graphs with weights assigned to vertices and edges. The study provides tools for…

Methodology · Statistics 2024-04-23 Seungwoo Kang , Hee-Seok Oh

Utility and risk are two often competing measurements on the investment success. We show that efficient trade-off between these two measurements for investment portfolios happens, in general, on a convex curve in the two dimensional space…

Portfolio Management · Quantitative Finance 2018-05-16 Stanislaus Maier-Paape , Qiji Jim Zhu