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In this paper, as a first step in examining the properties of a feasible portfolio subset that is characterized by budget and risk constraints, we assess the maximum and minimum of the investment concentration using replica analysis. To do…

Portfolio Management · Quantitative Finance 2016-08-17 Takashi Shinzato

In incomplete financial markets not every contingent claim can be replicated by a self-financing strategy. The risk of the resulting shortfall can be measured by convex risk measures, recently introduced by F\"ollmer, Schied (2002). The…

Mathematical Finance · Quantitative Finance 2016-04-28 Birgit Rudloff

This paper studies a type of periodic utility maximization problems for portfolio management in incomplete stochastic factor models with convex trading constraints. The portfolio performance is periodically evaluated on the relative ratio…

Mathematical Finance · Quantitative Finance 2024-11-22 Wenyuan Wang , Kaixin Yan , Xiang Yu

The game of Go has long served as a benchmark for artificial intelligence, demanding sophisticated strategic reasoning and long-term planning. Previous approaches such as AlphaGo and its successors, have predominantly relied on model-based…

Artificial Intelligence · Computer Science 2026-01-08 Jingbin Liu , Xuechun Wang

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

The question of pricing and hedging a given contingent claim has a unique solution in a complete market framework. When some incompleteness is introduced, the problem becomes however more difficult. Several approaches have been adopted in…

Probability · Mathematics 2007-08-08 Pauline Barrieu , Nicole El Karoui

This paper studies the equal risk pricing (ERP) framework for the valuation of European financial derivatives. This option pricing approach is consistent with global trading strategies by setting the premium as the value such that the…

Computational Finance · Quantitative Finance 2021-02-26 Alexandre Carbonneau , Frédéric Godin

We consider the optimization of active extension portfolios. For this purpose, the optimization problem is rewritten as a stochastic programming model and solved using a clever multi-start local search heuristic, which turns out to provide…

Portfolio Management · Quantitative Finance 2014-07-01 Ronald Hochreiter , Christoph Waldhauser

The combination of deep learning and Monte Carlo Tree Search (MCTS) has shown to be effective in various domains, such as board and video games. AlphaGo represented a significant step forward in our ability to learn complex board games, and…

Machine Learning · Computer Science 2021-04-29 Alexandre Borges , Arlindo Oliveira

Recently, AlphaZero has achieved landmark results in deep reinforcement learning, by providing a single self-play architecture that learned three different games at super human level. AlphaZero is a large and complicated system with many…

Artificial Intelligence · Computer Science 2021-01-11 Hui Wang , Mike Preuss , Aske Plaat

We present a method for finding optimal hedging policies for arbitrary initial portfolios and market states. We develop a novel actor-critic algorithm for solving general risk-averse stochastic control problems and use it to learn hedging…

Computational Finance · Quantitative Finance 2022-07-18 Phillip Murray , Ben Wood , Hans Buehler , Magnus Wiese , Mikko S. Pakkanen

In the frictionless discrete time financial market of Bouchard et al.(2015) we consider a trader who, due to regulatory requirements or internal risk management reasons, is required to hedge a claim $\xi$ in a risk-conservative way relative…

Mathematical Finance · Quantitative Finance 2019-02-19 Laurence Carassus , Jan Obloj , Johannes Wiesel

AlphaZero and its extension MuZero are computer programs that use machine-learning techniques to play at a superhuman level in chess, go, and a few other games. They achieved this level of play solely with reinforcement learning from…

Artificial Intelligence · Computer Science 2022-07-05 Evgeny Dantsin , Vladik Kreinovich , Alexander Wolpert

Discrete time hedging in a complete diffusion market is considered. The hedge portfolio is rebalanced when the absolute difference between delta of the hedge portfolio and the derivative contract reaches a threshold level. The rate of…

Risk Management · Quantitative Finance 2010-04-27 Mats Brodén , Magnus Wiktorsson

The Black-Scholes model, defined under the assumption of a perfect financial market, theoretically creates a flawless hedging strategy allowing the trader to evade risks in a portfolio of options. However, the concept of a "perfect…

Computational Finance · Quantitative Finance 2021-12-21 Guijin Son , Joocheol Kim

The AlphaZero framework provides a standard way of combining Monte Carlo planning with prior knowledge provided by a previously trained policy-value neural network. AlphaZero usually assumes that the environment on which the neural network…

Artificial Intelligence · Computer Science 2025-10-30 Isidoro Tamassia , Wendelin Böhmer

Utilizing market forecasts is pivotal in optimizing portfolio selection strategies. We introduce DeepClair, a novel framework for portfolio selection. DeepClair leverages a transformer-based time-series forecasting model to predict market…

Computational Engineering, Finance, and Science · Computer Science 2024-08-19 Donghee Choi , Jinkyu Kim , Mogan Gim , Jinho Lee , Jaewoo Kang

Managing insurance and financial risk when data is limited is a key task in the insurance industry. In this paper, we focus on cases where the risk distribution is modeled as a mixture with some components estimable to high precision or…

Optimization and Control · Mathematics 2026-03-03 N. D. Shyamalkumar , Tianrun Wang

This paper studies convex duality in optimal investment and contingent claim valuation in markets where traded assets may be subject to nonlinear trading costs and portfolio constraints. Under fairly general conditions, the dual expressions…

Mathematical Finance · Quantitative Finance 2016-03-10 Teemu Pennanen , Ari-Pekka Perkkiö

We consider the problem of optimal hedging in an incomplete market with an established pricing kernel. In such a market, prices are uniquely determined, but perfect hedges are usually not available. We work in the rather general setting of…

Mathematical Finance · Quantitative Finance 2020-09-02 George Bouzianis , Lane P. Hughston