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In this article, inspired by Shi, et al. we investigate the optimal portfolio selection with one risk-free asset and one risky asset in a multiple period setting under cumulative prospect theory (CPT). Compared with their study, our novelty…

Portfolio Management · Quantitative Finance 2019-03-26 Liurui Deng , Traian A. Pirvu

Model selection is often performed by empirical risk minimization. The quality of selection in a given situation can be assessed by risk bounds, which require assumptions both on the margin and the tails of the losses used. Starting with…

Statistics Theory · Mathematics 2008-12-18 Charles Mitchell , Sara van de Geer

We propose a framework that aligns Conditional Average Treatment Effect (CATE) estimation with profit maximization. Our method recognizes that, for customers with extreme treatment effects, additional estimation accuracy is unlikely to…

Econometrics · Economics 2026-04-21 Artem Timoshenko , Caio Waisman

Integer variables allow the treatment of some portfolio optimization problems in a more realistic way and introduce the possibility of adding some natural features to the model. We propose an algebraic approach to maximize the expected…

Optimization and Control · Mathematics 2010-04-07 F. Castro , J. Gago , I. Hartillo , J. Puerto , J. M. Ucha

We consider an investor who seeks to maximize her expected utility derived from her terminal wealth relative to the maximum performance achieved over a fixed time horizon, and under a portfolio drawdown constraint, in a market with local…

Portfolio Management · Quantitative Finance 2016-10-28 Ankush Agarwal , Ronnie Sircar

The economic equities maximization criterion (MFPE) leads to the choice of financial portfolio, which maximizes the ratio of the expected value of the insurance company on the capital. This criterion is presented in the framework of a…

Risk Management · Quantitative Finance 2010-01-13 Frédéric Planchet , Pierre-Emanuel Thérond

We present a quantum algorithm for portfolio optimization. We discuss the market data input, the processing of such data via quantum operations, and the output of financially relevant results. Given quantum access to the historical record…

Quantum Physics · Physics 2018-11-12 Patrick Rebentrost , Seth Lloyd

This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

This paper presents a method for incorporating risk aversion into existing decision tree models used in economic evaluations. The method involves applying a probability weighting function based on rank dependent utility theory to reduced…

Theoretical Economics · Economics 2024-01-24 Jacob Smith

This paper proposes a portfolio construction framework designed to remain robust under estimation error, non-stationarity, and realistic trading constraints. The methodology combines dynamic asset eligibility, deterministic rebalancing, and…

Optimization and Control · Mathematics 2026-01-12 Roberto Garrone

The Integrated Completed Likelihood (ICL) criterion has been proposed by Biernacki et al. (2000) in the model-based clustering framework to select a relevant number of classes and has been used by statisticians in various application areas.…

Statistics Theory · Mathematics 2012-06-01 Jean-Patrick Baudry

In a reinforcement learning (RL) framework, we study the exploratory version of the continuous time expected utility (EU) maximization problem with a portfolio constraint that includes widely-used financial regulations such as short-selling…

Mathematical Finance · Quantitative Finance 2024-12-17 Huy Chau , Duy Nguyen , Thai Nguyen

We investigate how and when to diversify capital over assets, i.e., the portfolio selection problem, from a signal processing perspective. To this end, we first construct portfolios that achieve the optimal expected growth in i.i.d.…

Portfolio Management · Quantitative Finance 2012-07-18 Sait Tunc , Mehmet A. Donmez , Suleyman S. Kozat

Portfolio optimisation is essential in quantitative investing, but its implementation faces several practical difficulties. One particular challenge is converting optimal portfolio weights into real-life trades in the presence of realistic…

Portfolio Management · Quantitative Finance 2024-10-01 Cristiano Arbex Valle

This paper investigates performance attribution measures as a basis for constraining portfolio optimization. We employ optimizations that minimize expected tail loss and investigate both asset allocation (AA) and the selection effect (SE)…

Risk Management · Quantitative Finance 2021-03-09 Yuan Hu , W. Brent Lindquist

Given a set of assets and an investment capital, the classical portfolio selection problem consists in determining the amount of capital to be invested in each asset in order to build the most profitable portfolio. The portfolio…

Portfolio Management · Quantitative Finance 2019-07-17 Justo Puerto , Moises Rodríguez-Madrena , Andrea Scozzari

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…

Financial markets are complex environments that produce enormous amounts of noisy and non-stationary data. One fundamental problem is online portfolio selection, the goal of which is to exploit this data to sequentially select portfolios of…

Machine Learning · Statistics 2019-08-23 Favour M. Nyikosa , Michael A. Osborne , Stephen J. Roberts

Portfolio sorting is ubiquitous in the empirical finance literature, where it has been widely used to identify pricing anomalies. Despite its popularity, little attention has been paid to the statistical properties of the procedure. We…

Econometrics · Economics 2020-07-21 Matias D. Cattaneo , Richard K. Crump , Max H. Farrell , Ernst Schaumburg

We introduce a novel theoretical framework for Return On Investment (ROI) maximization in repeated decision-making. Our setting is motivated by the use case of companies that regularly receive proposals for technological innovations and…

Machine Learning · Computer Science 2021-12-24 Nicolò Cesa-Bianchi , Tommaso Cesari , Yishay Mansour , Vianney Perchet