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The rapid growth of e-commerce has made people accustomed to shopping online. Before making purchases on e-commerce websites, most consumers tend to rely on rating scores and review information to make purchase decisions. With this…

Information Retrieval · Computer Science 2020-07-07 Yingqiang Ge , Shuyuan Xu , Shuchang Liu , Zuohui Fu , Fei Sun , Yongfeng Zhang

We propose a general family of piecewise hyperbolic absolute risk aversion (PHARA) utilities, including many classic and non-standard utilities as examples. A typical application is the composition of a HARA preference and a piecewise…

Mathematical Finance · Quantitative Finance 2023-10-11 Zongxia Liang , Yang Liu , Ming Ma , Rahul Pothi Vinoth

A Caputo fractional-order mathematical model for the transmission dynamics of tuberculosis (TB) was recently proposed in [Math. Model. Nat. Phenom. 13 (2018), no. 1, Art. 9]. Here, a sensitivity analysis of that model is done, showing the…

Optimization and Control · Mathematics 2019-08-12 Silverio Rosa , Delfim F. M. Torres

Traditional risk factors like beta, size/value, and momentum often lag behind market dynamics in measuring and predicting stock return volatility. Statistical models like PCA and factor analysis fail to capture hidden nonlinear…

Computational Engineering, Finance, and Science · Computer Science 2025-09-23 Wenyan Xu , Jiayu Chen , Dawei Xiang , Chen Li , Yonghong Hu , Zhonghua Lu

In reinforcement learning, robust policies for high-stakes decision-making problems with limited data are usually computed by optimizing the \emph{percentile criterion}. The percentile criterion is approximately solved by constructing an…

Machine Learning · Computer Science 2024-04-09 Elita A. Lobo , Cyrus Cousins , Yair Zick , Marek Petrik

This paper develops a continuous-time filtering framework for estimating a hazard rate subject to an unobservable change-point. This framework naturally arises in both financial and insurance applications, where the default intensity of a…

Mathematical Finance · Quantitative Finance 2026-01-12 Matteo Buttarazzi , Claudia Ceci

Distributed optimization is fundamental to modern machine learning applications like federated learning, but existing methods often struggle with ill-conditioned problems and face stability-versus-speed tradeoffs. We introduce fractional…

Machine Learning · Computer Science 2024-12-04 Andrei Lixandru , Marcel van Gerven , Sergio Pequito

We review some fundamental concepts of investment from a mathematical perspective, concentrating specifically on fractional-Kelly portfolios, which allocate a fraction of wealth to a growth-optimal portfolio while the remainder collects (or…

Portfolio Management · Quantitative Finance 2021-09-23 Anthony E. Brockwell

Managing a portfolio to a risk model can tilt the portfolio toward weaknesses of the model. As a result, the optimized portfolio acquires downside exposure to uncertainty in the model itself, what we call "second order risk." We propose a…

Portfolio Management · Quantitative Finance 2009-08-19 Peter G. Shepard

Sustainable finance, which integrates environmental, social and governance (ESG) criteria on financial decisions rests on the fact that money should be used for good purposes. Thus, the financial sector is also expected to play a more…

General Finance · Quantitative Finance 2020-06-23 A. Hilario-Caballero , A. Garcia-Bernabeu , J. V. Salcedo , M. Vercher

A perspective is taken on the intangible complexity of economic and social systems by investigating the underlying dynamical processes that produce, store and transmit information in financial time series in terms of the \textit{moving…

Statistical Finance · Quantitative Finance 2020-07-15 Pietro Murialdo , Linda Ponta , Anna Carbone

We propose a novel portfolio selection approach that manages to ease some of the problems that characterise standard expected utility maximisation. The optimal portfolio is no longer defined as the extremum of a suitably chosen utility…

Condensed Matter · Physics 2009-09-29 P. Rossi , M. Tavoni , F. Cocco , R. Marschinski

In many operational settings, decision-makers must commit to actions before uncertainty resolves, but existing optimization tools rarely quantify how consistently a chosen decision remains optimal across plausible scenarios. This paper…

Machine Learning · Statistics 2025-12-18 Wenbin Zhou , Agni Orfanoudaki , Shixiang Zhu

This paper studies the portfolio optimization problem when the investor's utility is general and the return and volatility of the risky asset are fast mean-reverting, which are important to capture the fast-time scale in the modeling of…

Mathematical Finance · Quantitative Finance 2019-01-31 Ruimeng Hu

Estimating the covariance of asset returns, i.e., the risk model, is a key component of financial portfolio construction and evaluation. Most risk modeling approaches produce a factor model that decomposes the asset variability into two…

We quantify model risk of a financial portfolio whereby a multi-period mean-standard-deviation criterion is used as a selection criterion. In this work, model risk is defined as the loss due to uncertainty of the underlying distribution of…

Portfolio Management · Quantitative Finance 2021-08-06 Spiridon Penev , Pavel V. Shevchenko , Wei Wu

This paper considers a distributed adaptive optimization problem, where all agents only have access to their local cost functions with a common unknown parameter, whereas they mean to collaboratively estimate the true parameter and find the…

Optimization and Control · Mathematics 2025-09-03 Yaqun Yang , Jinlong Lei , Guanghui Wen , Yiguang Hong

This contribution reviews critically the existing entropy measures for probabilistic hesitant fuzzy sets (PHFSs), and demonstrates that these entropy measures fail to effectively distinguish a variety of different PHFSs in some cases. In…

Artificial Intelligence · Computer Science 2020-11-18 Bahram Farhadinia , Uwe Aickelin , Hadi Akbarzadeh Khorshidi

Portfolio selection is the central task for assets management, but it turns out to be very challenging. Methods based on pattern matching, particularly the CORN-K algorithm, have achieved promising performance on several stock markets. A…

Risk Management · Quantitative Finance 2018-03-01 Yang Wang , Dong Wang , Yaodong Wang , You Zhang

This paper introduces a rule for policy selection in the presence of estimation uncertainty, explicitly accounting for estimation risk. The rule belongs to the class of risk-aware rules on the efficient decision frontier, characterized as…

Econometrics · Economics 2026-01-21 Victor Chernozhukov , Sokbae Lee , Adam M. Rosen , Liyang Sun