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Portfolio optimization is a critical task in investment. Most existing portfolio optimization methods require information on the distribution of returns of the assets that make up the portfolio. However, such distribution information is…

Econometrics · Economics 2025-10-09 Masahiro Kato , Kentaro Baba , Hibiki Kaibuchi , Ryo Inokuchi

This study addresses the challenge of noise in training datasets for Direct Preference Optimization (DPO), a method for aligning Large Language Models (LLMs) with human preferences. We categorize noise into pointwise noise, which includes…

Machine Learning · Computer Science 2025-04-21 Junkang Wu , Yuexiang Xie , Zhengyi Yang , Jiancan Wu , Jiawei Chen , Jinyang Gao , Bolin Ding , Xiang Wang , Xiangnan He

We propose an end-to-end distributionally robust system for portfolio construction that integrates the asset return prediction model with a distributionally robust portfolio optimization model. We also show how to learn the risk-tolerance…

Computational Finance · Quantitative Finance 2022-06-13 Giorgio Costa , Garud N. Iyengar

With the advent of Web 2.0, various types of data are being produced every day. This has led to the revolution of big data. Huge amount of structured and unstructured data are produced in financial markets. Processing these data could help…

General Finance · Quantitative Finance 2018-11-27 Dhanya Jothimani , Ravi Shankar , Surendra S. Yadav

Recently, numerous preference optimization algorithms have been introduced as extensions to the Direct Preference Optimization (DPO) family. While these methods have successfully aligned models with human preferences, there is a lack of…

Artificial Intelligence · Computer Science 2025-03-04 Hanyang Zhao , Genta Indra Winata , Anirban Das , Shi-Xiong Zhang , David D. Yao , Wenpin Tang , Sambit Sahu

In this paper, we present a novel trading strategy that integrates reinforcement learning methods with clustering techniques for portfolio management in multi-period trading. Specifically, we leverage the clustering method to categorize…

Portfolio Management · Quantitative Finance 2023-10-03 Zhengyong Jiang , Jeyan Thiayagalingam , Jionglong Su , Jinjun Liang

This paper studies the portfolio optimization problem when the investor's utility is general and the return and volatility of the risky asset are fast mean-reverting, which are important to capture the fast-time scale in the modeling of…

Mathematical Finance · Quantitative Finance 2019-01-31 Ruimeng Hu

Stochastic compositional optimization (SCO) has attracted considerable attention because of its broad applicability to important real-world problems. However, existing works on SCO assume that the projection within a solution update is…

Optimization and Control · Mathematics 2025-05-27 Shuoguang Yang , Wei You , Zhe Zhang , Ethan X. Fang

This work proposes a unified framework for portfolio allocation, covering both asset selection and optimization, based on a multiple-hypothesis predict-then-optimize approach. The portfolio is modeled as a structured ensemble, where each…

Portfolio Management · Quantitative Finance 2025-11-19 Alejandro Rodriguez Dominguez , Muhammad Shahzad , Xia Hong

This paper investigates the investment problem of constructing an optimal no-short sequential portfolio strategy in a market with a latent dependence structure between asset prices and partly unobservable side information, which is often…

Mathematical Finance · Quantitative Finance 2025-01-22 Duy Khanh Lam

Probabilistic forecasting is crucial in multivariate financial time-series for constructing efficient portfolios that account for complex cross-sectional dependencies. In this paper, we propose Diffolio, a diffusion model designed for…

Computational Engineering, Finance, and Science · Computer Science 2026-03-31 So-Yoon Cho , Jin-Young Kim , Kayoung Ban , Hyeng Keun Koo , Hyun-Gyoon Kim

Accurate forecasting of industrial time series requires balancing predictive accuracy with physical plausibility under non-stationary operating conditions. Existing data-driven models often achieve strong statistical performance but…

Machine Learning · Computer Science 2026-05-20 Yeran Zhang , Pengwei Yang , Guoqing Wang , Tianyu Li

This paper introduces Group Sequence Policy Optimization (GSPO), our stable, efficient, and performant reinforcement learning algorithm for training large language models. Unlike previous algorithms that adopt token-level importance ratios,…

Machine Learning · Computer Science 2025-07-29 Chujie Zheng , Shixuan Liu , Mingze Li , Xiong-Hui Chen , Bowen Yu , Chang Gao , Kai Dang , Yuqiong Liu , Rui Men , An Yang , Jingren Zhou , Junyang Lin

Recent advances in diffusion models have improved Real-World Image Super-Resolution (Real-ISR), but existing methods lack human feedback integration, risking misalignment with human preference and may leading to artifacts, hallucinations…

Computer Vision and Pattern Recognition · Computer Science 2025-04-22 Miaomiao Cai , Simiao Li , Wei Li , Xudong Huang , Hanting Chen , Jie Hu , Yunhe Wang

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

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

We consider the problem of dynamic buying and selling of shares from a collection of $N$ stocks with random price fluctuations. To limit investment risk, we place an upper bound on the total number of shares kept at any time. Assuming that…

Portfolio Management · Quantitative Finance 2009-09-23 Michael J. Neely

Direct Preference Optimization (DPO) guides large language models (LLMs) to generate recommendations aligned with user historical behavior distributions by minimizing preference alignment loss. However, our systematic empirical research and…

Information Retrieval · Computer Science 2026-05-28 Chu Zhao , Enneng Yang , Jianzhe Zhao , Guibing Guo

Direct Preference Optimization (DPO) aligns language models using pairwise preference comparisons, offering a simple and effective alternative to Reinforcement Learning (RL) from human feedback. However, in many practical settings, training…

Machine Learning · Computer Science 2026-05-11 Ning Liu , Chuanneng Sun , Kristina Klinkner , Shervin Malmasi

DPO is an effective preference optimization algorithm. However, the DPO-tuned models tend to overfit on the dispreferred samples, manifested as overly long generations lacking diversity. While recent regularization approaches have…

Computation and Language · Computer Science 2025-08-26 Chenxu Yang , Ruipeng Jia , Naibin Gu , Zheng Lin , Siyuan Chen , Chao Pang , Weichong Yin , Yu Sun , Hua Wu , Weiping Wang