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Related papers: Revisiting the Structure of Trend Premia: When Div…

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The paper solves the problem of optimal portfolio choice when the parameters of the asset returns distribution, like the mean vector and the covariance matrix are unknown and have to be estimated by using historical data of the asset…

Statistical Finance · Quantitative Finance 2023-04-19 David Bauder , Taras Bodnar , Nestor Parolya , Wolfgang Schmid

This paper moves beyond aggregate measures of retail intensity to explore investment horizon as a distinguishing feature of earnings-related return patterns. Using self-reported holding periods from StockTwits (2010-2021), we observe that…

Pricing of Securities · Quantitative Finance 2025-12-08 Domonkos F. Vamossy

Commodity Trading Advisors (CTAs) have historically relied on trend-following rules that operate on vastly different horizons from long-term breakouts that capture major directional moves to short-term momentum signals that thrive in…

Artificial Intelligence · Computer Science 2025-07-23 Eric Benhamou , Jean-Jacques Ohana , Alban Etienne , Béatrice Guez , Ethan Setrouk , Thomas Jacquot

While asset-pricing models increasingly recognize that factor risk premia are subject to structural change, existing literature typically assumes that investors correctly account for such instability. This paper studies how investors…

Portfolio Management · Quantitative Finance 2026-04-02 Yimeng Qiu

The classical mean-variance framework characterizes portfolio risk solely through return variance and the covariance matrix, implicitly assuming that all relevant sources of risk are captured by second moments. In modern financial markets,…

Portfolio Management · Quantitative Finance 2026-01-13 Yimeng Qiu

The challenge of balancing user relevance and content diversity in recommender systems is increasingly critical amid growing concerns about content homogeneity and reduced user engagement. In this work, we propose a novel framework that…

Information Retrieval · Computer Science 2025-06-30 Hiba Bederina , Jill-Jênn Vie

Standard neural networks struggle to generalize under distribution shifts in computer vision. Fortunately, combining multiple networks can consistently improve out-of-distribution generalization. In particular, weight averaging (WA)…

Computer Vision and Pattern Recognition · Computer Science 2023-01-30 Alexandre Ramé , Matthieu Kirchmeyer , Thibaud Rahier , Alain Rakotomamonjy , Patrick Gallinari , Matthieu Cord

The evolution with time of the correlation structure of equity returns is studied by means of a filtered network approach investigating persistences and recurrences and their implications for risk diversification strategies. We build…

Portfolio Management · Quantitative Finance 2014-10-22 Nicoló Musmeci , Tomaso Aste , Tiziana Di Matteo

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

This paper investigates the problem of ensembling multiple strategies for sequential portfolios to outperform individual strategies in terms of long-term wealth. Due to the uncertainty of strategies' performances in the future market, which…

Portfolio Management · Quantitative Finance 2025-02-07 Duy Khanh Lam

Bayesian adaptive inference is widely used in psychophysics to estimate psychometric parameters. Most applications used myopic one-step ahead strategy which only optimizes the immediate utility. The widely held expectation is that global…

Machine Learning · Computer Science 2020-07-02 Juanping Zhu , Hairong Gu

Estimating boundary curves has many applications such as economics, climate science, and medicine. Bayesian trend filtering has been developed as one of locally adaptive smoothing methods to estimate the non-stationary trend of data. This…

Methodology · Statistics 2023-11-13 Takahiro Onizuka , Fumiya Iwashige , Shintaro Hashimoto

This article introduces a novel hybrid regime identification-forecasting framework designed to enhance multi-asset portfolio construction by integrating asset-specific regime forecasts. Unlike traditional approaches that focus on broad…

Portfolio Management · Quantitative Finance 2024-08-19 Yizhan Shu , Chenyu Yu , John M. Mulvey

Following the idea of Bayesian learning via Gaussian mixture model, we organically combine the backward-looking information contained in the historical data and the forward-looking information implied by the market portfolio, which is…

Portfolio Management · Quantitative Finance 2023-05-30 Yi Huang , Wei Zhu , Duan Li , Shushang Zhu , Shikun Wang

This study introduces a dynamic investment framework to enhance portfolio management in volatile markets, offering clear advantages over traditional static strategies. Evaluates four conventional approaches : equal weighted, minimum…

Portfolio Management · Quantitative Finance 2025-04-07 Jinhui Li , Wenjia Xie , Luis Seco

We develop a continuous-time general equilibrium framework for economies with a heterogeneous population -- modeled as a continuum -- that repeatedly optimizes over short horizons under relative-income (Duesenberry-type) criteria. The…

Mathematical Finance · Quantitative Finance 2026-03-19 Jaime Alberto Londoño

Deep learning offers new tools for portfolio optimization. We present an end-to-end framework that directly learns portfolio weights by combining Long Short-Term Memory (LSTM) networks to model temporal patterns, Graph Attention Networks…

Portfolio Management · Quantitative Finance 2026-05-27 Yun Lin , Jiawei Lou , Jinghe Zhang

The efficient market hypothesis considers all available information already reflected in asset prices and limits the possibility of consistently achieving above-average returns by trading on publicly available data. We analyzed low…

Applications · Statistics 2026-03-13 Jose M. G. Vilar

Portfolio optimization is a critical task in investment. Most existing portfolio optimization methods require information on the distribution of returns of the assets that make up the portfolio. However, such distribution information is…

Econometrics · Economics 2025-10-09 Masahiro Kato , Kentaro Baba , Hibiki Kaibuchi , Ryo Inokuchi

Asynchronous trading in high-frequency financial markets introduces significant biases into econometric analysis, distorting risk estimates and leading to suboptimal portfolio decisions. Existing synchronization methods, such as the…

Econometrics · Economics 2025-07-17 Xinbing Kong , Cheng Liu , Bin Wu