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Traditional approaches to portfolio optimization, often rooted in Modern Portfolio Theory and solved via quadratic programming or evolutionary algorithms, struggle with scalability or flexibility, especially in scenarios involving complex…

Computational Engineering, Finance, and Science · Computer Science 2025-07-23 Christian Oliva , Pedro R. Ventura , Luis F. Lago-Fernández

Although modern portfolio theory has been in existence for over 60 years, fund managers often struggle to get its models to produce reliable portfolio allocations without strongly constraining the decision vector by tight bands of strategic…

Portfolio Management · Quantitative Finance 2013-10-15 Thomas Schmelzer , Raphael Hauser

Solving large-scale robust portfolio optimization problems is challenging due to the high computational demands associated with an increasing number of assets, the amount of data considered, and market uncertainty. To address this issue, we…

Computational Finance · Quantitative Finance 2024-08-16 Chung-Han Hsieh , Jie-Ling Lu

Organizations around the world schedule jobs (programs) regularly to perform various tasks dictated by their end users. With the major movement towards using a cloud computing infrastructure, our organization follows a hybrid approach with…

Distributed, Parallel, and Cluster Computing · Computer Science 2025-07-23 Sunandita Patra , Mehtab Pathan , Mahmoud Mahfouz , Parisa Zehtabi , Wided Ouaja , Daniele Magazzeni , Manuela Veloso

The online portfolio selection (OLPS) problem differs from classical portfolio model problems, as it involves making sequential investment decisions. Many OLPS strategies described in the literature capture market movement based on various…

Portfolio Management · Quantitative Finance 2022-06-03 Man Yiu Tsang , Tony Sit , Hoi Ying Wong

Heuristic search is a powerful approach for solving planning problems and numeric planning is no exception. In this paper, we boost the performance of heuristic search for numeric planning with various powerful techniques orthogonal to…

Artificial Intelligence · Computer Science 2024-10-29 Dillon Z. Chen , Sylvie Thiébaux

The optimization of large portfolios displays an inherent instability to estimation error. This poses a fundamental problem, because solutions that are not stable under sample fluctuations may look optimal for a given sample, but are, in…

Portfolio Management · Quantitative Finance 2015-05-14 Susanne Still , Imre Kondor

Computational techniques have shown much promise in the field of Finance, owing to their ability to extract sense out of dauntingly complex systems. This paper reviews the most promising of these techniques, from traditional computational…

Computational Engineering, Finance, and Science · Computer Science 2009-10-14 Evan Hurwitz , Tshilidzi Marwala

A {log-optimal} portfolio is any portfolio that maximizes the expected logarithmic growth (ELG) of an investor's wealth. This maximization problem typically assumes that the information of the true distribution of returns is known to the…

Optimization and Control · Mathematics 2023-10-16 Chung-Han Hsieh

Analyzing big data in a highly dynamic environment becomes more and more critical because of the increasingly need for end-to-end processing of this data. Modern data flows are quite complex and there are not efficient, cost-based,…

Databases · Computer Science 2015-07-31 Georgia Kougka , Anastasios Gounaris

In this paper, different approaches to portfolio optimization having higher moments such as skewness and kurtosis are classified so that the reader can observe different paradigms and approaches in this field of research which is essential…

Computational Engineering, Finance, and Science · Computer Science 2022-01-04 Farshad Noravesh , Kristiaan Kerstens

We design a portfolio construction framework and implement an active investment strategy utilizing momentum and trend-following signals across multiple asset classes and asset class risk factors. We quantify the performance of this strategy…

General Economics · Economics 2025-06-12 Joseph Lu , Randall R Rojas , Fiona C. Yeung , Patrick D. Convery

With the increase of variable renewable energy sources (VRES) share in electricity systems, manystudies were developed in order to determine their optimal technological and spatial mix. Modern PortfolioTheory (MPT) has been frequently…

Theoretical Economics · Economics 2021-05-19 Gabriel Malta Castro , Claude Klöckl , Peter Regner , Johannes Schmidt , Amaro Olimpio Pereira

Due to the importance of robustness in many real-world optimization problems, the field of robust optimization has gained a lot of attention over the past decade. We concentrate on maximum flow problems and introduce a novel robust…

Discrete Mathematics · Computer Science 2016-01-15 Jannik Matuschke , S. Thomas McCormick , Gianpaolo Oriolo , Britta Peis , Martin Skutella

We study a general problem of allocating limited resources to heterogeneous customers over time under model uncertainty. Each type of customer can be serviced using different actions, each of which stochastically consumes some combination…

Artificial Intelligence · Computer Science 2021-08-31 Wang Chi Cheung , Will Ma , David Simchi-Levi , Xinshang Wang

This paper discusses the broad challenges shared by e-commerce and the process industries operating global supply chains. Specifically, we discuss how process industries and e-commerce differ in many aspects but have similar challenges…

General Economics · Economics 2023-01-31 Cristiana L. Lara , John Wassick

The success of any business depends on how well it is able to satisfy customer demand, while remaining financially viable. Globalisation and the growth of e-commerce have resulted in retail businesses having to manage increasing numbers of…

Optimization and Control · Mathematics 2022-07-29 Hans Jurie Zietsman , Jan Harm van Vuuren

Recent work has shown constrained Bayesian optimization to be a powerful technique for the optimization of industrial processes. In complex manufacturing processes, the possibility to run extensive sequences of experiments with the goal of…

Systems and Control · Electrical Eng. & Systems 2022-05-12 Xavier Guidetti , Alisa Rupenyan , Lutz Fassl , Majid Nabavi , John Lygeros

This paper proposes a highly efficient quantum algorithm for portfolio optimisation targeted at near-term noisy intermediate-scale quantum computers. Recent work by Hodson et al. (2019) explored potential application of hybrid…

Quantum Physics · Physics 2021-07-29 N. Slate , E. Matwiejew , S. Marsh , J. B. Wang

Supply chain optimization schemes have more often than not underplayed the role of inherent stochastic fluctuations in the associated variables. The present article focuses on the associated reengagement and correlated renormalization of…

Optimization and Control · Mathematics 2015-01-26 Kostas Petridis , Amit K. Chattopadhyay , Prasanta K. Dey
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