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Obtaining reliable estimates of conditional covariance matrices is an important task of heteroskedastic multivariate time series. In portfolio optimization and financial risk management, it is crucial to provide measures of uncertainty and…

Methodology · Statistics 2022-09-19 Davide Ravagli , Georgi N. Boshnakov

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

This paper uses topological data analysis (TDA) tools and introduces a data-driven clustering-based stock selection strategy tailored for sparse portfolio construction. Our asset selection strategy exploits the topological features of stock…

Portfolio Management · Quantitative Finance 2024-12-16 Anubha Goel , Damir Filipović , Puneet Pasricha

There exists a range of different models for estimating and simulating credit risk transitions to optimally manage credit risk portfolios and products. In this chapter we present a Coupled Markov Chain approach to model rating transitions…

Neural and Evolutionary Computing · Computer Science 2014-01-21 Ronald Hochreiter , David Wozabal

Stock recommendation is critical in Fintech applications, which leverage price series and alternative information to estimate future stock performance. Traditional time-series forecasting training often fails to capture stock trends and…

Statistical Finance · Quantitative Finance 2026-01-27 Hao Wang , Jingshu Peng , Yanyan Shen , Xujia Li , Quanqing Xu , Chuanhui Yang , Lei Chen

This study presents the Adaptive Minimum-Variance Portfolio (AMVP) framework and the Adaptive Minimum-Risk Rate (AMRR) metric, innovative tools designed to optimize portfolios dynamically in volatile and nonstationary financial markets.…

Econometrics · Economics 2025-01-28 Ayush Jha , Abootaleb Shirvani , Ali Jaffri , Svetlozar T. Rachev , Frank J. Fabozzi

Portfolio optimization in non-stationary markets is challenging due to regime shifts, dynamic correlations, and the limited interpretability of deep reinforcement learning (DRL) policies. We propose a Segmented Allocation with…

Artificial Intelligence · Computer Science 2025-12-30 Xiaotian Ren , Nuerxiati Abudurexiti , Zhengyong Jiang , Angelos Stefanidis , Hongbin Liu , Jionglong Su

The growing interest in cryptocurrencies has drawn the attention of the financial world to this innovative medium of exchange. This study aims to explore the impact of cryptocurrencies on portfolio performance. We conduct our analysis…

Portfolio Management · Quantitative Finance 2024-01-02 Vahidin Jeleskovic , Claudio Latini , Zahid I. Younas , Mamdouh A. S. Al-Faryan

In many statistical learning problems, the target functions to be optimized are highly non-convex in various model spaces and thus are difficult to analyze. In this paper, we compute \emph{Energy Landscape Maps} (ELMs) which characterize…

Machine Learning · Statistics 2014-10-03 Maria Pavlovskaia , Kewei Tu , Song-Chun Zhu

Temporal graph representation learning (TGRL) is essential for modeling dynamic systems in real-world networks. However, traditional TGRL methods, despite their effectiveness, often face significant computational challenges and inference…

Machine Learning · Computer Science 2024-11-26 Yuhong Luo , Pan Li

In this paper, we study an intertemporal utility maximization problem in which an investor chooses consumption and portfolio strategies in the presence of a stochastic factor and a no-borrowing constraint. In the spirit of the Kim-Omberg…

Optimization and Control · Mathematics 2026-03-12 Giorgio Ferrari , Tim Niclas Schütz

We consider a multi-stock continuous time incomplete market model with random coefficients. We study the investment problem in the class of strategies which do not use direct observations of the appreciation rates of the stocks, but rather…

Mathematical Finance · Quantitative Finance 2015-02-10 Nikolai Dokuchaev

We discuss the portfolio optimization problem with the obligatory deposits constraint. Recently it has been shown that as a consequence of this nonlinear constraint, the solution consists of an exponentially large number of optimal…

Portfolio Management · Quantitative Finance 2015-06-17 M. Andrecut

We propose a new randomized algorithm for solving convex optimization problems that have a large number of constraints (with high probability). Existing methods like interior-point or Newton-type algorithms are hard to apply to such…

Optimization and Control · Mathematics 2020-03-25 Bo Wei , William B. Haskell , Sixiang Zhao

A continuous-time financial portfolio selection model with expected utility maximization typically boils down to solving a (static) convex stochastic optimization problem in terms of the terminal wealth, with a budget constraint. In…

Portfolio Management · Quantitative Finance 2022-01-07 Hanqing Jin , Zuo Quan Xu , Xun Yu Zhou

In this research paper, we investigate into a paper named "A Deep Reinforcement Learning Framework for the Financial Portfolio Management Problem" [arXiv:1706.10059]. It is a portfolio management problem which is solved by deep learning…

Portfolio Management · Quantitative Finance 2024-09-16 Jinyang Li

This paper proposes analytic forms of portfolio CoVaR and CoCVaR on the normal tempered stable market model. Since CoCVaR captures the relative risk of the portfolio with respect to a benchmark return, we apply it to the relative portfolio…

Portfolio Management · Quantitative Finance 2023-03-29 Young Shin Kim

A fractal approach to the long-short portfolio optimization is proposed. The algorithmic system based on the composition of market-neutral spreads into a single entity was considered. The core of the optimization scheme is a fractal walk…

Portfolio Management · Quantitative Finance 2016-12-20 Sergey Kamenshchikov , Ilia Drozdov

An index tracker is a passive investment reproducing the return and risk of a market index, an enhanced index tracker offers a return greater than the index. We consider the selection of a portfolio of given cardinality to track an index,…

Portfolio Management · Quantitative Finance 2025-03-25 N. Meade , C. A. Valle , J. E. Beasley

Considering the continuous-time Mean-Variance (MV) portfolio optimization problem, we study a regime-switching market setting and apply reinforcement learning (RL) techniques to assist informed exploration within the control space. We…

Portfolio Management · Quantitative Finance 2025-01-29 Yuling Max Chen , Bin Li , David Saunders