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This paper focuses on a dynamic multi-asset mean-variance portfolio selection problem under model uncertainty. We develop a continuous time framework for taking into account ambiguity aversion about both expected return rates and…

Portfolio Management · Quantitative Finance 2021-12-02 Huyen Pham , Xiaoli Wei , Chao Zhou

We consider how to optimally allocate investments in a portfolio of competing technologies using the standard mean-variance framework of portfolio theory. We assume that technologies follow the empirically observed relationship known as…

Economics · Quantitative Finance 2018-08-28 Rupert Way , François Lafond , Fabrizio Lillo , Valentyn Panchenko , J. Doyne Farmer

We provide an overview of the diffusion model as a method to generate new samples. Generative models have been recently adopted for tasks such as art generation (Stable Diffusion, Dall-E) and text generation (ChatGPT). Diffusion models in…

Machine Learning · Statistics 2025-06-13 Justin Le

Recent literature has effectively leveraged diffusion models trained on continuous variables as priors for solving inverse problems. Notably, discrete diffusion models with discrete latent codes have shown strong performance, particularly…

Computer Vision and Pattern Recognition · Computer Science 2025-09-22 Naoki Murata , Chieh-Hsin Lai , Yuhta Takida , Toshimitsu Uesaka , Bac Nguyen , Stefano Ermon , Yuki Mitsufuji

It is well known that the out-of-sample performance of Markowitz's mean-variance portfolio criterion can be negatively affected by estimation errors in the mean and covariance. In this paper we address the problem by regularizing the…

Portfolio Management · Quantitative Finance 2015-10-16 Michael Ho , Zheng Sun , Jack Xin

We analyze the time reversed dynamics of generative diffusion models. If the exact empirical score function is used in a regime of large dimension and exponentially large number of samples, these models are known to undergo transitions…

Statistics Theory · Mathematics 2025-11-17 Anand Jerry George , Rodrigo Veiga , Nicolas Macris

In a preliminary attempt to address the problem of data scarcity in physics-based machine learning, we introduce a novel methodology for data generation in physics-based simulations. Our motivation is to overcome the limitations posed by…

Fluid Dynamics · Physics 2023-06-21 Rucha Apte , Sheel Nidhan , Rishikesh Ranade , Jay Pathak

Discrete-time diffusion-based generative models and score matching methods have shown promising results in modeling high-dimensional image data. Recently, Song et al. (2021) show that diffusion processes that transform data into noise can…

Machine Learning · Computer Science 2021-10-01 Chin-Wei Huang , Jae Hyun Lim , Aaron Courville

Sampling from the posterior is a key technical problem in Bayesian statistics. Rigorous guarantees are difficult to obtain for Markov Chain Monte Carlo algorithms of common use. In this paper, we study an alternative class of algorithms…

Statistics Theory · Mathematics 2024-08-26 Andrea Montanari , Yuchen Wu

Through an uncertainty quantification (UQ) perspective, we show that score-based generative models (SGMs) are provably robust to the multiple sources of error in practical implementation. Our primary tool is the Wasserstein uncertainty…

Machine Learning · Statistics 2024-05-27 Nikiforos Mimikos-Stamatopoulos , Benjamin J. Zhang , Markos A. Katsoulakis

Recent years witnessed the development of powerful generative models based on flows, diffusion or autoregressive neural networks, achieving remarkable success in generating data from examples with applications in a broad range of areas. A…

Disordered Systems and Neural Networks · Physics 2024-07-22 Davide Ghio , Yatin Dandi , Florent Krzakala , Lenka Zdeborová

This study examines portfolio selection using predictive models for portfolio returns. Portfolio selection is a fundamental task in finance, and a variety of methods have been developed to achieve this goal. For instance, the mean-variance…

Portfolio Management · Quantitative Finance 2025-02-14 Masahiro Kato

We study a discrete-time portfolio selection problem with partial information and maxi\-mum drawdown constraint. Drift uncertainty in the multidimensional framework is modeled by a prior probability distribution. In this Bayesian framework,…

Portfolio Management · Quantitative Finance 2020-11-02 Carmine De Franco , Johann Nicolle , Huyên Pham

Under mean-variance-utility framework, we propose a new portfolio selection model, which allows wealth and time both have influences on risk aversion in the process of investment. We solved the model under a game theoretic framework and…

Portfolio Management · Quantitative Finance 2020-08-11 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

This paper studies a continuous-time market where an agent, having specified an investment horizon and a targeted terminal mean return, seeks to minimize the variance of the return. The optimal portfolio of such a problem is called…

Probability · Mathematics 2008-12-02 Xun Li , Xun Yu Zhou

We consider random instances of non-convex perceptron problems in the high-dimensional limit of a large number of examples $M$ and weights $N$, with finite load $\alpha = M/N$. We develop a formalism based on replica theory to predict the…

Disordered Systems and Neural Networks · Physics 2026-02-11 Elizaveta Demyanenko , Davide Straziota , Carlo Baldassi , Carlo Lucibello

We study robust mean-variance optimization in multiperiod portfolio selection by allowing the true probability measure to be inside a Wasserstein ball centered at the empirical probability measure. Given the confidence level, the radius of…

Mathematical Finance · Quantitative Finance 2023-07-11 Xin Hai , Gregoire Loeper , Kihun Nam

Portfolio optimization aims at constructing a realistic portfolio with significant out-of-sample performance, which is typically measured by the out-of-sample Sharpe ratio. However, due to in-sample optimism, it is inappropriate to use the…

Statistics Theory · Mathematics 2025-07-11 Xuran Meng , Yuan Cao , Weichen Wang

Estimation and counterfactual experiments in dynamic discrete choice models with large state spaces pose computational difficulties. This paper proposes a model-adaptive approach, based on the conjugate gradient (CG) method, to solve the…

Econometrics · Economics 2026-03-18 Ertian Chen

Given multivariate time series, we study the problem of forming portfolios with maximum mean reversion while constraining the number of assets in these portfolios. We show that it can be formulated as a sparse canonical correlation analysis…

Computational Engineering, Finance, and Science · Computer Science 2008-02-26 Alexandre d'Aspremont
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