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This paper develops and estimates a multivariate affine GARCH(1,1) model with Normal Inverse Gaussian innovations that captures time-varying volatility, heavy tails, and dynamic correlation across asset returns. We generalize the…

Econometrics · Economics 2025-05-20 Ayush Jha , Abootaleb Shirvani , Ali Jaffri , Svetlozar T. Rachev , Frank J. Fabozzi

Robust estimators for linear regression require non-convex objective functions to shield against adverse affects of outliers. This non-convexity brings challenges, particularly when combined with penalization in high-dimensional settings.…

Computation · Statistics 2025-08-08 David Kepplinger , Siqi Wei

Mean-reverting portfolios with volatility and sparsity constraints are of prime interest to practitioners in finance since they are both profitable and well-diversified, while also managing risk and minimizing transaction costs. Three main…

Optimization and Control · Mathematics 2024-01-22 Ahmad Mousavi , George Michailidis

This work considers a multiobjective version of the unit commitment problem that deals with finding the optimal generation schedule of a firm, over a period of time and a given electrical network. With growing importance of environmental…

Optimization and Control · Mathematics 2025-01-14 Ece Tevruez , Aswin Kannan

We propose an alternative approach towards cost mitigation in volatility-managed portfolios based on smoothing the predictive density of an otherwise standard stochastic volatility model. Specifically, we develop a novel variational Bayes…

Econometrics · Economics 2022-12-15 Mauro Bernardi , Daniele Bianchi , Nicolas Bianco

We propose a novel composite reward function for reinforcement learning in financial trading that balances return and risk using four differentiable terms: annualized return downside risk differential return and the Treynor ratio Unlike…

Machine Learning · Computer Science 2025-06-06 Uditansh Srivastava , Shivam Aryan , Shaurya Singh

Quantum algorithms have gained increasing attention for addressing complex combinatorial problems in finance, notably portfolio optimization. This study systematically benchmarks two prominent variational quantum approaches, Variational…

Quantum Physics · Physics 2025-12-05 Nouhaila Innan , Ayesha Saleem , Alberto Marchisio , Muhammad Shafique

This article is focused on using a new measurement of risk-- Weighted Value at Risk to develop a new method of constructing initiate from the TVAR solving problem, based on MATLAB software, using the historical simulation method (avoiding…

Risk Management · Quantitative Finance 2012-11-27 Tianyu Hao

We introduce a covariance matrix estimator that both takes into account the heteroskedasticity of financial returns (by using an exponentially weighted moving average) and reduces the effective dimensionality of the estimation (and hence…

Statistical Mechanics · Physics 2008-12-02 Szilard Pafka , Marc Potters , Imre Kondor

We introduce a new set of consistent measures of risks, in terms of the semi-invariants of pdf's, such that the centered moments and the cumulants of the portfolio distribution of returns that put more emphasis on the tail the…

Statistical Mechanics · Physics 2008-12-10 Y. Malevergne , D. Sornette

Probabilistic smoothing is a standard tool for global optimization, but existing methods rely on Gaussian kernels and specific transforms, often resulting in strong hyperparameter sensitivity and limited robustness. We propose a general…

Machine Learning · Computer Science 2026-05-27 Kukyoung Jang , Taehyun Cho , Junrui Zhang , Ping Xu , Kyungjae Lee

We introduce a dynamic credit portfolio framework where optimal investment strategies are robust against misspecifications of the reference credit model. The risk-averse investor models his fear of credit risk misspecification by…

Portfolio Management · Quantitative Finance 2016-03-29 Agostino Capponi , Lijun Bo

In this paper, we propose a robust profile estimation method for the parametric and nonparametric components of a single index model when the errors have a strongly unimodal density with unknown nuisance parameter. Under regularity…

Methodology · Statistics 2018-01-25 Claudio Agostinelli , Ana M. Bianco , Graciela Boente

In this paper, we consider the basic problem of portfolio construction in financial engineering, and analyze how market-based and analytical approaches can be combined to obtain efficient portfolios. As a first step in our analysis, we…

Optimization and Control · Mathematics 2018-11-26 Burak Kocuk , Gérard Cornuéjols

We present an online approach to portfolio selection. The motivation is within the context of algorithmic trading, which demands fast and recursive updates of portfolio allocations, as new data arrives. In particular, we look at two online…

Portfolio Management · Quantitative Finance 2010-05-20 Theodoros Tsagaris , Ajay Jasra , Niall Adams

This paper studies deep learning methodologies for portfolio optimization in the US equities market. We present a novel residual switching network that can automatically sense changes in market regimes and switch between momentum and…

Statistical Finance · Quantitative Finance 2019-10-18 Jifei Wang , Lingjing Wang

Stock markets exhibit regime-dependent behavior where prediction models optimized for stable conditions often fail during volatile periods. Existing approaches typically treat all market states uniformly or require manual regime labeling,…

Machine Learning · Computer Science 2026-04-03 Mohammad Al Ridhawi , Mahtab Haj Ali , Hussein Al Osman

We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset returns. For large portfolios, the number of…

Portfolio Management · Quantitative Finance 2016-01-20 Liusha Yang , Romain Couillet , Matthew R. McKay

Robust optimization provides a principled and unified framework to model many problems in modern operations research and computer science applications, such as risk measures minimization and adversarially robust machine learning. To use a…

Optimization and Control · Mathematics 2024-10-04 Hao Hao , Peter Zhang

We explore the connection between outlier-robust high-dimensional statistics and non-convex optimization in the presence of sparsity constraints, with a focus on the fundamental tasks of robust sparse mean estimation and robust sparse PCA.…

Machine Learning · Computer Science 2022-11-15 Yu Cheng , Ilias Diakonikolas , Rong Ge , Shivam Gupta , Daniel M. Kane , Mahdi Soltanolkotabi
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