English
Related papers

Related papers: Sample Average Approximation for Portfolio Optimiz…

200 papers

The Stochastic Shortest Path (SSP) problem models probabilistic sequential-decision problems where an agent must pursue a goal while minimizing a cost function. Because of the probabilistic dynamics, it is desired to have a cost function…

Artificial Intelligence · Computer Science 2023-03-02 Willy Arthur Silva Reis , Denis Benevolo Pais , Valdinei Freire , Karina Valdivia Delgado

We study the problem of incorporating risk while making combinatorial decisions under uncertainty. We formulate a discrete submodular maximization problem for selecting a set using Conditional-Value-at-Risk (CVaR), a risk metric commonly…

Robotics · Computer Science 2022-03-21 Lifeng Zhou , Pratap Tokekar

The problem of portfolio allocation in the context of stocks evolving in random environments, that is with volatility and returns depending on random factors, has attracted a lot of attention. The problem of maximizing a power utility at a…

Mathematical Finance · Quantitative Finance 2022-11-29 Maxim Bichuch , Jean-Pierre Fouque

Instead of controlling "symmetric" risks measured by central moments of investment return or terminal wealth, more and more portfolio models have shifted their focus to manage "asymmetric" downside risks that the investment return is below…

Portfolio Management · Quantitative Finance 2014-02-17 Jianjun Gao , Ke Zhou , Duan Li , Xiren Cao

We provide the first importance sampling variants of variance reduced algorithms for empirical risk minimization with non-convex loss functions. In particular, we analyze non-convex versions of SVRG, SAGA and SARAH. Our methods have the…

Optimization and Control · Mathematics 2019-02-01 Samuel Horváth , Peter Richtárik

Recent research in areas such as SAT solving and Integer Linear Programming has shown that the performances of a single arbitrarily efficient solver can be significantly outperformed by a portfolio of possibly slower on-average solvers. We…

Artificial Intelligence · Computer Science 2014-01-07 Roberto Amadini , Maurizio Gabbrielli , Jacopo Mauro

In this paper, we consider $n$ agents who invest in a general financial market that is free of arbitrage and complete. The aim of each investor is to maximize her expected utility while ensuring, with a specified probability, that her…

Optimization and Control · Mathematics 2025-07-01 Nicole Bäuerle , Tamara Göll

We study a class of stochastic optimal design problems for elliptic partial differential equations in divergence form, where the coefficients represent mixtures of two conducting materials. The objective is to minimize a generalized risk…

Optimization and Control · Mathematics 2026-02-24 Amal Alphonse , Petar Kunštek , Marko Vrdoljak

This paper addresses the estimation of the systemic risk measure known as CoVaR, which quantifies the risk of a financial portfolio conditional on another portfolio being at risk. We identify two principal challenges: conditioning on a…

Risk Management · Quantitative Finance 2024-11-05 Nifei Lin , Yingda Song , L. Jeff Hong

In this paper, we revisit the relationship between investors' utility functions and portfolio allocation rules. We derive portfolio allocation rules for asymmetric Laplace distributed $ALD(\mu,\sigma,\kappa)$ returns and compare them with…

Portfolio Management · Quantitative Finance 2023-11-14 Maxime Markov , Vladimir Markov

Conditional value-at-risk (CoVaR) is one of the most important measures of systemic risk. It is defined as the high quantile conditional on a related variable being extreme, widely used in the field of quantitative risk management. In this…

Methodology · Statistics 2026-02-12 Zhaowen Wang , Yutao Liu , Deyuan Li

In this paper we consider multiple constrained resource allocation problems, where the constraints can be specified by formulating activity dependency restrictions or by using game-theoretic models. All the problems are focused on generic…

Data Structures and Algorithms · Computer Science 2009-06-19 Mugurel Ionut Andreica , Madalina Ecaterina Andreica , Costel Visan

Portfolio optimization is an important process in finance that consists in finding the optimal asset allocation that maximizes expected returns while minimizing risk. When assets are allocated in discrete units, this is a combinatorial…

Statistical Mechanics · Physics 2022-10-04 Álvaro Rubio-García , Juan José García-Ripoll , Diego Porras

Sample average approximation (SAA), a popular method for tractably solving stochastic optimization problems, enjoys strong asymptotic performance guarantees in settings with independent training samples. However, these guarantees are not…

Optimization and Control · Mathematics 2021-12-13 Yafei Wang , Bo Pan , Wei Tu , Peng Liu , Bei Jiang , Chao Gao , Wei Lu , Shangling Jui , Linglong Kong

The main focus of this paper is radius-based (supplier) clustering in the two-stage stochastic setting with recourse, where the inherent stochasticity of the model comes in the form of a budget constraint. In addition to the standard…

Data Structures and Algorithms · Computer Science 2024-04-09 Brian Brubach , Nathaniel Grammel , David G. Harris , Aravind Srinivasan , Leonidas Tsepenekas , Anil Vullikanti

The scenario-based optimization approach (`scenario approach') provides an intuitive way of approximating the solution to chance-constrained optimization programs, based on finding the optimal solution under a finite number of sampled…

Optimization and Control · Mathematics 2025-10-02 Georg Schildbach , Lorenzo Fagiano , Manfred Morari

Sample average approximation (SAA) replaces an intractable expected objective by an empirical average and is a basic device of modern stochastic optimization. We develop a rate theory for optimal values and empirical…

Optimization and Control · Mathematics 2026-04-29 Hien Duy Nguyen , Jacob Westerhout , Xin Guo

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

Regulatory and contractual constraints on individual exposures are standard in insurance and reinsurance markets, but a poorly designed constraint can distort the economic incentives of risk-averse agents. In the unconstrained problem, the…

Theoretical Economics · Economics 2026-04-28 Christopher Blier-Wong , Jean-Gabriel Lauzier

We consider continuous-time mean-variance portfolio selection with bankruptcy prohibition under convex cone portfolio constraints. This is a long-standing and difficult problem not only because of its theoretical significance, but also for…

Portfolio Management · Quantitative Finance 2015-07-27 Xun Li , Zuo Quan Xu