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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

We theoretically and empirically study portfolio optimization under transaction costs and establish a link between turnover penalization and covariance shrinkage with the penalization governed by transaction costs. We show how the ex ante…

Portfolio Management · Quantitative Finance 2020-03-26 Nikolaus Hautsch , Stefan Voigt

Barrier options are one of the most widely traded exotic options on stock exchanges. In this paper, we develop a new stochastic simulation method for pricing barrier options and estimating the corresponding execution probabilities. We show…

Pricing of Securities · Quantitative Finance 2018-03-29 Keegan Mendonca , Vasileios E. Kontosakos , Athanasios A. Pantelous , Konstantin M. Zuev

High-frequency trading requires fast data processing without information lags for precise stock price forecasting. This high-paced stock price forecasting is usually based on vectors that need to be treated as sequential and…

Machine Learning · Computer Science 2023-05-16 Adamantios Ntakaris , Moncef Gabbouj , Juho Kanniainen

In the first quarter of 2006 Chicago Board Options Exchange (CBOE) introduced, as one of the listed products, options on its implied volatility index (VIX). This created the challenge of developing a pricing framework that can…

Pricing of Securities · Quantitative Finance 2009-05-14 Claudio Albanese , Harry Lo , Aleksandar Mijatović

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

Managing a book of options on several underlying involves controlling positions of several thousands of financial assets. It is one of the most challenging financial problems involving both pricing and microstructural modeling. An options…

Trading and Market Microstructure · Quantitative Finance 2020-09-03 Bastien Baldacci , Joffrey Derchu , Iuliia Manziuk

This study introduces a dynamic investment framework to enhance portfolio management in volatile markets, offering clear advantages over traditional static strategies. Evaluates four conventional approaches : equal weighted, minimum…

Portfolio Management · Quantitative Finance 2025-04-07 Jinhui Li , Wenjia Xie , Luis Seco

We propose a data-driven portfolio selection model that integrates side information, conditional estimation and robustness using the framework of distributionally robust optimization. Conditioning on the observed side information, the…

Portfolio Management · Quantitative Finance 2024-04-10 Viet Anh Nguyen , Fan Zhang , Shanshan Wang , Jose Blanchet , Erick Delage , Yinyu Ye

We present a reinforcement-learning (RL) framework for dynamic hedging of equity index option exposures under realistic transaction costs and position limits. We hedge a normalized option-implied equity exposure (one unit of underlying…

Portfolio Management · Quantitative Finance 2025-12-16 Travon Lucius , Christian Koch , Jacob Starling , Julia Zhu , Miguel Urena , Carrie Hu

Mean-reverting assets are one of the holy grails of financial markets: if such assets existed, they would provide trivially profitable investment strategies for any investor able to trade them, thanks to the knowledge that such assets…

Statistical Finance · Quantitative Finance 2015-09-22 Marco Cuturi , Alexandre d'Aspremont

In this paper, using the shrinkage-based approach for portfolio weights and modern results from random matrix theory we construct an effective procedure for testing the efficiency of the expected utility (EU) portfolio and discuss the…

Portfolio Management · Quantitative Finance 2023-04-19 Taras Bodnar , Solomiia Dmytriv , Yarema Okhrin , Nestor Parolya , Wolfgang Schmid

This study introduces computation of option sensitivities (Greeks) using the Malliavin calculus under the assumption that the underlying asset and interest rate both evolve from a stochastic volatility model and a stochastic interest rate…

Pricing of Securities · Quantitative Finance 2018-06-18 Bilgi Yilmaz

The first moment and second central moments of the portfolio return, a.k.a. mean and variance, have been widely employed to assess the expected profit and risk of the portfolio. Investors pursue higher mean and lower variance when designing…

Portfolio Management · Quantitative Finance 2020-08-04 Rui Zhou , Daniel P. Palomar

We address the information content of European option prices about volatility in terms of the Fisher information matrix. We assume that observed option prices are centred on the theoretical price provided by Heston's model disturbed by…

Statistical Finance · Quantitative Finance 2016-10-19 Oliver Pfante , Nils Bertschinger

American options are studied in a general discrete market in the presence of proportional transaction costs, modelled as bid-ask spreads. Pricing algorithms and constructions of hedging strategies, stopping times and martingale…

Pricing of Securities · Quantitative Finance 2008-12-02 Alet Roux , Tomasz Zastawniak

This paper estimates models of high frequency index futures returns using `around the clock' 5-minute returns that incorporate the following key features: multiple persistent stochastic volatility factors, jumps in prices and volatilities,…

Applications · Statistics 2014-01-23 Jonathan R. Stroud , Michael S. Johannes

Modern high-frequency trading (HFT) environments are characterized by sudden price spikes that present both risk and opportunity, but conventional financial models often fail to capture the required fine temporal structure. Spiking Neural…

Machine Learning · Computer Science 2025-12-08 Brian Ezinwoke , Oliver Rhodes

This paper introduces a dynamic minimum variance portfolio (MVP) model using nonlinear volatility dynamic models, based on high-frequency financial data. Specifically, we impose an autoregressive dynamic structure on MVP processes, which…

Methodology · Statistics 2023-10-23 Donggyu Kim , Minseog Oh

We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset returns. For large portfolios, the number of…

Portfolio Management · Quantitative Finance 2016-01-20 Liusha Yang , Romain Couillet , Matthew R. McKay