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This paper tests whether graph neural networks improve realized volatility forecasts and whether those forecasts improve portfolio performance. Using weekly realized volatility for 465 S&P 500 equities from 2015-2025, Heterogeneous…

Portfolio Management · Quantitative Finance 2026-05-21 Rylan Wade

In the market place, diversification reduces risk and provides protection against extreme events by ensuring that one is not overly exposed to individual occurrences. We argue that diversification is best measured by characteristics of the…

Portfolio Management · Quantitative Finance 2011-02-24 Ulrich Kirchner , Caroline Zunckel

We introduce a quantitative method to compare arbitrary pairs of graph centrality measures, based on the ordering of vertices induced by them. The proposed method is conceptually simple, mathematically elegant, and allows for a quantitative…

Social and Information Networks · Computer Science 2026-01-26 G. Exarchakos , R. van der Hofstad , O. Nagy , M. Pandey

The topological structure of complex networks has fascinated researchers for several decades, resulting in the discovery of many universal properties and reoccurring characteristics of different kinds of networks. However, much less is…

Social and Information Networks · Computer Science 2017-06-28 Yvonne Anne Pignolet , Matthieu Roy , Stefan Schmid , Gilles Tredan

The topological structure of complex networks has fascinated researchers for several decades, resulting in the discovery of many universal properties and reoccurring characteristics of different kinds of networks. However, much less is…

Social and Information Networks · Computer Science 2017-03-02 Yvonne Anne Pignolet , Matthieu Roy , Stefan Schmid , Gilles Tredan

We present a framework for modeling asset and portfolio dynamics, incorporating this information into portfolio optimization. For this framework, we introduce the Commonality Principle, providing a solution for the optimal selection of…

Portfolio Management · Quantitative Finance 2023-09-07 Alejandro Rodriguez Dominguez

Portfolio optimization has been a central problem in finance, often approached with two steps: calibrating the parameters and then solving an optimization problem. Yet, the two-step procedure sometimes encounter the "error maximization"…

Portfolio Management · Quantitative Finance 2021-07-13 Ayse Sinem Uysal , Xiaoyue Li , John M. Mulvey

This work initiates research into the problem of determining an optimal investment strategy for investors with different attitudes towards the trade-offs of risk and profit. The probability distribution of the return values of the stocks…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Ming-Yang Kao , Andreas Nolte , Stephen R. Tate

Many Entity Linking systems use collective graph-based methods to disambiguate the entity mentions within a document. Most of them have focused on graph construction and initial weighting of the candidate entities, less attention has been…

Computation and Language · Computer Science 2017-12-04 Hussam Hamdan , Jean-Gabriel Ganascia

In this paper, we proposed a novel two-stage optimization method for network community partition, which is based on inherent network structure information. The introduced optimization approach utilizes the new network centrality measure of…

Social and Information Networks · Computer Science 2019-07-16 Yiguang Bai , Sanyang Liu , Ke Yin , Jing Yuan

The complexity of financial markets arise from the strategic interactions among agents trading stocks, which manifest in the form of vibrant correlation patterns among stock prices. Over the past few decades, complex financial markets have…

Statistical Finance · Quantitative Finance 2021-02-02 Areejit Samal , Hirdesh K. Pharasi , Sarath Jyotsna Ramaia , Harish Kannan , Emil Saucan , Jürgen Jost , Anirban Chakraborti

This paper develops and empirically evaluates a Sharpe-driven stock selection and liquidity-constrained portfolio optimization framework designed for the Chinese equity market. The proposed methodology integrates three sequential stages:…

Operating Systems · Computer Science 2025-11-18 Thanh Nguyen

Centrality measures are widely used to assign importance to graph-structured data. Recently, understanding the principles of such measures has attracted a lot of attention. Given that measures are diverse, this research has usually focused…

Databases · Computer Science 2022-12-01 Cristian Riveros , Jorge Salas , Oskar Skibski

In this paper, we develop a time-series-based signed network model for dimensionality reduction in portfolio optimization, grounded in Markowitz's portfolio theory and extended to incorporate higher-order moments of asset return…

Combinatorics · Mathematics 2026-05-28 Bibhas Adhikari

Knowledge graphs play a central role for linking different data which leads to multiple layers. Thus, they are widely used in big data integration, especially for connecting data from different domains. Few studies have investigated the…

Social and Information Networks · Computer Science 2022-03-18 Jens Dörpinghaus , Vera Weil , Carsten Düing , Martin W. Sommer

We consider the problem of portfolio optimization with a correlation constraint. The framework is the multiperiod stochastic financial market setting with one tradable stock, stochastic income and a non-tradable index. The correlation…

Optimization and Control · Mathematics 2020-01-01 Aditya Maheshwari , Traian Pirvu

A cryptocurrency is a digital asset maintained by a decentralised system using cryptography. Investors in this emerging digital market are exploring the profitability potential of portfolios in place of single coins. Portfolios are…

Physics and Society · Physics 2023-04-06 Ruixue Jing , Luis Enrique Correa Rocha

Individual investors are now massively using online brokers to trade stocks with convenient interfaces and low fees, albeit losing the advice and personalization traditionally provided by full-service brokers. We frame the problem faced by…

Artificial Intelligence · Computer Science 2021-03-16 Robin Swezey , Bruno Charron

Pairs trading, a strategy that capitalizes on price movements of asset pairs driven by similar factors, has gained significant popularity among traders. Common practice involves selecting highly cointegrated pairs to form a portfolio, which…

Applications · Statistics 2024-03-14 Khizar Qureshi , Tauhid Zaman

Matrix-based centrality measures have enjoyed significant popularity in network analysis, in no small part due to our ability to rigorously analyze their behavior as parameters vary. Recent work has considered the relationship between…

Social and Information Networks · Computer Science 2019-02-06 Eric Horton , Kyle Kloster , Blair D. Sullivan