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Related papers: Dynamic Black-Litterman

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The Black-Litterman model addresses the sensitivity issues of tra- ditional mean-variance optimization by incorporating investor views, but systematically generating these views remains a key challenge. This study proposes and validates a…

Portfolio Management · Quantitative Finance 2025-10-21 Youngbin Lee , Yejin Kim , Juhyeong Kim , Suin Kim , Yongjae Lee

The Black-Litterman model combines investors' personal views with historical data and gives optimal portfolio weights. In this paper we will introduce the original Black-Litterman model (section 1), we will modify the model such that it…

Statistical Finance · Quantitative Finance 2018-12-27 Mihnea S. Andrei , John S. J. Hsu

This paper introduces a unified framework for adaptive portfolio management, integrating dynamic Black-Litterman (BL) optimization with the general factor model, Elastic Net regression, and mean-variance portfolio optimization, which allows…

Portfolio Management · Quantitative Finance 2024-05-02 Chi-Lin Li , Chung-Han Hsieh

Mean-variance analysis is widely used in portfolio management to identify the best portfolio that makes an optimal trade-off between expected return and volatility. Yet, this method has its limitations, notably its vulnerability to…

Portfolio Management · Quantitative Finance 2023-11-27 Kwong Yu Chong

\begin{abstract} In this paper, we integrated the statistical arbitrage strategy, pairs trading, into the Black-Litterman model and constructed efficient mean-variance portfolios. Typically, pairs trading underperforms under volatile or…

Computational Finance · Quantitative Finance 2024-06-12 Qiqin Zhou

The Black-Litterman model extends the framework of the Markowitz Modern Portfolio Theory to incorporate investor views. We consider a case where multiple view estimates, including uncertainties, are given for the same underlying subset of…

Portfolio Management · Quantitative Finance 2023-02-01 Trent Spears , Stefan Zohren , Stephen Roberts

We revisit the Bayesian Black-Litterman (BL) portfolio model and remove its reliance on subjective investor views. Classical BL requires an investor "view": a forecast vector $q$ and its uncertainty matrix $\Omega$ that describe how much a…

Portfolio Management · Quantitative Finance 2025-05-06 Thomas Y. L. Lin , Jerry Yao-Chieh Hu , Paul W. Chiou , Peter Lin

Prediction models calibrated using historical data may forecast poorly if the dynamics of the present and future differ from observations in the past. For this reason, predictions can be improved if information like forward looking views…

Optimization and Control · Mathematics 2025-09-16 Anas Abdelhakmi , Andrew E. B. Lim

This paper presents a portfolio construction process, including mainly two parts, Factors Selection and Weight Allocations. For the factors selection part, We have chosen 20 factors by considering three aspects, the global market, different…

Portfolio Management · Quantitative Finance 2023-11-09 Fanyu Zhao

This study presents an innovative approach to portfolio optimization by integrating Transformer models with Generative Adversarial Networks (GANs) within the Black-Litterman (BL) framework. Capitalizing on Transformers' ability to discern…

Computational Engineering, Finance, and Science · Computer Science 2024-04-24 Enmin Zhu , Jerome Yen

In this paper, we consider the portfolio optimization problem in a financial market where the underlying stochastic volatility model is driven by n-dimensional Brownian motions. At first, we derive a Hamilton-Jacobi-Bellman equation…

Mathematical Finance · Quantitative Finance 2024-12-20 Minglian Lin , Indranil SenGupta

A new framework for asset price dynamics is introduced in which the concept of noisy information about future cash flows is used to derive the price processes. In this framework an asset is defined by its cash-flow structure. Each cash flow…

Pricing of Securities · Quantitative Finance 2013-01-31 Dorje C. Brody , Lane P. Hughston , Andrea Macrina

In this paper we provide a comprehensive analysis of a structural model for the dynamics of prices of assets traded in a market originally proposed in [1]. The model takes the form of an interacting generalization of the geometric Brownian…

Statistical Finance · Quantitative Finance 2018-06-06 Kartik Anand , Jonathan Khedair , Reimer Kuehn

Modern portfolio construction demands robust methods for integrating data-driven insights into asset allocation. The Black-Litterman model offers a powerful Bayesian approach to adjust equilibrium returns using investor views to form a…

Computational Engineering, Finance, and Science · Computer Science 2025-05-27 Ziye Yang , Ke Lu , Yang Wang , Jerome Yen

The fractional Brownian motion (fBm) extends the standard Brownian motion by introducing some dependence between non-overlapping increments. Consequently, if one considers for example that log-prices follow an fBm, one can exploit the…

Mathematical Finance · Quantitative Finance 2021-09-02 Matthieu Garcin

We study the problem of dynamically trading multiple futures contracts with different underlying assets. To capture the joint dynamics of stochastic bases for all traded futures, we propose a new model involving a multi-dimensional scaled…

Portfolio Management · Quantitative Finance 2019-10-14 Bahman Angoshtari , Tim Leung

This paper presents a new prediction model for time series data by integrating a time-varying Geometric Brownian Motion model with a pricing mechanism used in financial engineering. Typical time series models such as Auto-Regressive…

Applications · Statistics 2020-01-01 Abdullah AlShelahi , Jingxing Wang , Mingdi You , Eunshin Byon , Romesh Saigal

We introduce a price impact model which accounts for finite market depth, tightness and resilience. Its coupled bid- and ask-price dynamics induce convex liquidity costs. We provide existence of an optimal solution to the classical problem…

Mathematical Finance · Quantitative Finance 2018-04-23 Peter Bank , Moritz Voß

In this paper, we consider the basic problem of portfolio construction in financial engineering, and analyze how market-based and analytical approaches can be combined to obtain efficient portfolios. As a first step in our analysis, we…

Optimization and Control · Mathematics 2018-11-26 Burak Kocuk , Gérard Cornuéjols

This paper presents an overview of information-based asset pricing. In this approach, an asset is defined by its cash-flow structure. The market is assumed to have access to "partial" information about future cash flows. Each cash flow is…

Pricing of Securities · Quantitative Finance 2012-01-31 Dorje C. Brody , Lane P. Hughston , Andrea Macrina
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