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In this paper we tackle the problem of dynamic portfolio optimization, i.e., determining the optimal trading trajectory for an investment portfolio of assets over a period of time, taking into account transaction costs and other possible…

Assortativity, i.e. the tendency of a vertex to bond with another based on their similarity, such as degree, is an important network characteristic that is well-known to be relevant for the network's robustness against attacks. Commonly it…

Physics and Society · Physics 2023-07-17 Marc Sabek , Uta Pigorsch

The conventional wisdom of mean-variance (MV) portfolio theory asserts that the nature of the relationship between risk and diversification is a decreasing asymptotic function, with the asymptote approximating the level of portfolio…

Portfolio Management · Quantitative Finance 2016-08-19 Gilles Boevi Koumou

This paper proposes a new class of assortativity measures for weighted and directed networks. We extend the classical Newman's degree-degree assortativity by considering nodes' attributes different from the degree. Moreover, we propose…

Physics and Society · Physics 2024-03-05 Alberto Arcagni , Roy Cerqueti , Rosanna Grassi

Evaluation of systemic risk in networks of financial institutions in general requires information of inter-institution financial exposures. In the framework of Debt Rank algorithm, we introduce an approximate method of systemic risk…

Risk Management · Quantitative Finance 2021-04-14 Sebastian M. Krause , Hrvoje Štefančić , Vinko Zlatić , Guido Caldarelli

Big data and the use of advanced technologies are relevant topics in the financial market. In this context, complex networks became extremely useful in describing the structure of complex financial systems. In particular, the time evolution…

Physics and Society · Physics 2022-04-15 Paolo Bartesaghi , Gian Paolo Clemente , Rosanna Grassi

We introduce a novel approach to portfolio optimization that leverages hierarchical graph structures and the Schur complement method to systematically reduce computational complexity while preserving full covariance information. Inspired by…

Portfolio Management · Quantitative Finance 2025-03-18 Gamal Mograby

The fundamental principle in Modern Portfolio Theory (MPT) is based on the quantification of the portfolio's risk related to performance. Although MPT has made huge impacts on the investment world and prompted the success and prevalence of…

Portfolio Management · Quantitative Finance 2021-02-15 Shi Yu , Haoran Wang , Chaosheng Dong

Portfolio management issues have been extensively studied in the field of artificial intelligence in recent years, but existing deep learning-based quantitative trading methods have some areas where they could be improved. First of all, the…

Computational Finance · Quantitative Finance 2024-02-27 Qishuo Cheng , Le Yang , Jiajian Zheng , Miao Tian , Duan Xin

This work presents an optimization framework to aggregate the power and energy flexibilities in an interconnected power distribution systems. The aggregation framework is used to compute the day-ahead dispatch plans of multiple and…

Systems and Control · Electrical Eng. & Systems 2022-08-08 Rahul Gupta , Sherif Fahmy , Mario Paolone

This work proposes a novel portfolio management technique, the Meta Portfolio Method (MPM), inspired by the successes of meta approaches in the field of bioinformatics and elsewhere. The MPM uses XGBoost to learn how to switch between two…

Portfolio Management · Quantitative Finance 2022-06-02 Damian Kisiel , Denise Gorse

Sustainable financial markets play an important role in the functioning of human society. Still, the detection and prediction of risk in financial markets remain challenging and draw much attention from the scientific community. Here we…

Physics and Society · Physics 2018-11-27 Jingfang Fan , Keren Cohen , Louis M. Shekhtman , Sibo Liu , Jun Meng , Yoram Louzoun , Shlomo Havlin

Inspired by studies on the airports' network and the physical Internet, we propose a general model of weighted networks via an optimization principle. The topology of the optimal network turns out to be a spanning tree that minimizes a…

Physics and Society · Physics 2009-11-11 Marc Barthelemy , Alessandro Flammini

A cryptocurrency is a digital asset maintained by a decentralised system using cryptography. Investors in this emerging digital market are exploring the profitability potential of portfolios in place of single coins. Portfolios are…

Physics and Society · Physics 2023-04-06 Ruixue Jing , Luis Enrique Correa Rocha

This PhD Thesis presents an investigation into the analysis of financial returns using mixture models, focusing on mixtures of generalized normal distributions (MGND) and their extensions. The study addresses several critical issues…

Statistical Finance · Quantitative Finance 2024-11-20 Pierdomenico Duttilo

Financial portfolio optimization is a widely studied problem in mathematics, statistics, financial and computational literature. It adheres to determining an optimal combination of weights associated with financial assets held in a…

Portfolio Management · Quantitative Finance 2013-01-21 Ankit Dangi

Distribution Asset Management is an important task performed by utility companies to prolong the lifetime of the critical distribution assets and to accordingly ensure grid reliability by preventing unplanned outages. This study focuses on…

Signal Processing · Electrical Eng. & Systems 2018-12-12 Mohsen Mahoor , Alireza Majzoobi , Amin Khodaei

Large-scale portfolio choice is highly sensitive to estimation error, making the preliminary asset selection essential in empirical implementation. Existing selection rules typically rely on scalar returns or low dimensional high frequency…

Applications · Statistics 2026-05-12 Yangzhou Chen , Shuaida He , Xin Chen

Network momentum provides a novel type of risk premium, which exploits the interconnections among assets in a financial network to predict future returns. However, the current process of constructing financial networks relies heavily on…

Portfolio Management · Quantitative Finance 2023-08-25 Xingyue Pu , Stefan Zohren , Stephen Roberts , Xiaowen Dong

This paper extends the tactical asset allocation literature by incorporating regime modeling using techniques from machine learning. We propose a novel model that classifies current regimes, forecasts the distribution of future regimes, and…

Portfolio Management · Quantitative Finance 2025-03-24 Daniel Cunha Oliveira , Dylan Sandfelder , André Fujita , Xiaowen Dong , Mihai Cucuringu