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It is well known that in Information Theory and Machine Learning the Kullback-Leibler divergence, which extends the concept of Shannon entropy, plays a fundamental role. Given an {\it a priori} probability kernel $\hat{\nu}$ and a…

Dynamical Systems · Mathematics 2021-06-04 Artur O. Lopes , Jairo K. Mengue

Motivated by the problem of computing investment portfolio weightings we investigate various methods of clustering as alternatives to traditional mean-variance approaches. Such methods can have significant benefits from a practical point of…

Machine Learning · Computer Science 2015-02-19 Aldo Pacchiano , Oliver Williams

In this article we look at stochastic processes with uncertain parameters, and consider different ways in which information is obtained when carrying out observations. For example we focus on the case of a the random evolution of a traded…

Mathematical Finance · Quantitative Finance 2024-07-08 Will Hicks

A new methodology has been introduced to clean the correlation matrix of single stocks returns based on a constrained principal component analysis using financial data. Portfolios were introduced, namely "Fundamental Maximum Variance…

Portfolio Management · Quantitative Finance 2020-01-27 Sebastien Valeyre

The only input to attain the portfolio weights of global minimum variance portfolio (GMVP) is the covariance matrix of returns of assets being considered for investment. Since the population covariance matrix is not known, investors use…

Portfolio Management · Quantitative Finance 2020-04-20 Jinwoo Park

Finding an optimal balance between risk and returns in investment portfolios is a central challenge in quantitative finance, often addressed through Markowitz portfolio theory (MPT). While traditional portfolio optimization is carried out…

Portfolio Management · Quantitative Finance 2024-04-18 Francesco Catalano , Laura Nasello , Daniel Guterding

In the world of modern financial theory, portfolio construction has traditionally operated under at least one of two central assumptions: the constraints are derived from a utility function and/or the multivariate probability distribution…

Risk Management · Quantitative Finance 2023-07-19 Donald Geman , Hélyette Geman , Nassim Nicholas Taleb

Modern portfolio theory(MPT) addresses the problem of determining the optimum allocation of investment resources among a set of candidate assets. In the original mean-variance approach of Markowitz, volatility is taken as a proxy for risk,…

Statistical Mechanics · Physics 2009-11-07 Morrel H. Cohen , Vincent D. Natoli

This paper aims to develop new mathematical and computational tools for modeling the distribution of portfolio returns across portfolios. We establish relevant mathematical formulas and propose efficient algorithms, drawing upon powerful…

Computational Engineering, Finance, and Science · Computer Science 2021-05-17 Ludovic Calès , Apostolos Chalkis , Ioannis Z. Emiris

The dynamics of prices in financial markets has been studied intensively both experimentally (data analysis) and theoretically (models). Nevertheless, a complete stochastic characterization of volatility is still lacking. What it is well…

Statistical Mechanics · Physics 2009-10-31 Michele Pasquini , Maurizio Serva

In this article we study the asymptotic behaviour of the realized quadratic variation of a process $\int_{0}^{t}u_{s}dY_{s}^{(1)}$% , where $u$ is a $\beta$-H\"older continuous process with $\beta > 1-H$ and…

Probability · Mathematics 2018-02-28 Salwa Bajja , Khalifa Es-Sebaiy , Lauri Viitasaari

Quantum theory is used to model secondary financial markets. Contrary to stochastic descriptions, the formalism emphasizes the importance of trading in determining the value of a security. All possible realizations of investors holding…

Physics and Society · Physics 2009-11-07 Martin Schaden

A discrete time probabilistic model, for optimal equity allocation and portfolio selection, is formulated so as to apply to (at least) reinsurance. In the context of a company with several portfolios (or subsidiaries), representing both…

Optimization and Control · Mathematics 2008-12-02 Erik Taflin

In this paper, we derive some upper and lower bounds and inequalities for the total variation distance (TVD) and the Kullback-Leibler divergence (KLD), also known as the relative entropy, between two probability measures $\mu$ and $\nu$…

Probability · Mathematics 2025-01-07 Ievlev Pavel , Timofei Shashkov

Kullback-Leibler relative-entropy has unique properties in cases involving distributions resulting from relative-entropy minimization. Tsallis relative-entropy is a one parameter generalization of Kullback-Leibler relative-entropy in the…

Mathematical Physics · Physics 2009-11-11 Ambedkar Dukkipati , M. Narasimha Murty , Shalabh Bhatnagar

This paper investigates the dynamics of risk transmission in cryptocurrency markets and proposes a novel framework for volatility forecasting. The framework uncovers two key empirical facts: the asymmetric amplification of volatility…

General Economics · Economics 2025-07-31 Sicheng Fu , Fangfang Zhu , Xiangdong Liu

Estimating the Kullback-Leibler (KL) divergence between two distributions given samples from them is well-studied in machine learning and information theory. Motivated by considerations of multi-group fairness, we seek KL divergence…

Machine Learning · Computer Science 2022-03-01 Parikshit Gopalan , Nina Narodytska , Omer Reingold , Vatsal Sharan , Udi Wieder

We analyze a contrasting dynamical behavior of Gibbs-Shannon and conditional Kullback-Leibler entropies, induced by time-evolution of continuous probability distributions. The question of predominantly purpose-dependent entropy definition…

Statistical Mechanics · Physics 2007-05-23 Piotr Garbaczewski

This paper proposes a versatile covariate adjustment method that directly incorporates covariate balance in regression discontinuity (RD) designs. The new empirical entropy balancing method reweights the standard local polynomial RD…

Econometrics · Economics 2024-05-29 Jun Ma , Zhengfei Yu

The predictability of a time series is determined by the sensitivity to initial conditions of its data generating process. In this paper our goal is to characterize this sensitivity from a finite sample by assuming few hypotheses on the…

Chaotic Dynamics · Physics 2012-12-13 Quentin Giai Gianetto , Jean-Marc Le Caillec , Erwan Marrec