English
Related papers

Related papers: Zero Variance Portfolio

200 papers

The problem of least squares regression of a $d$-dimensional unknown parameter is considered. A stochastic gradient descent based algorithm with weighted iterate-averaging that uses a single pass over the data is studied and its convergence…

Information Theory · Computer Science 2016-06-10 Kobi Cohen , Angelia Nedic , R. Srikant

We propose an end-to-end distributionally robust system for portfolio construction that integrates the asset return prediction model with a distributionally robust portfolio optimization model. We also show how to learn the risk-tolerance…

Computational Finance · Quantitative Finance 2022-06-13 Giorgio Costa , Garud N. Iyengar

In many modern applications of deep learning the neural network has many more parameters than the data points used for its training. Motivated by those practices, a large body of recent theoretical research has been devoted to studying…

Statistics Theory · Mathematics 2022-12-07 A. Tsigler , P. L. Bartlett

We investigate a weighted Multilevel Richardson-Romberg extrapolation for the ergodic approximation of invariant distributions of diffusions adapted from the one introduced in~[Lemaire-Pag\`es, 2013] for regular Monte Carlo simulation. In a…

Probability · Mathematics 2016-07-05 Gilles Pagès , Fabien Panloup

Portfolio optimization aims at constructing a realistic portfolio with significant out-of-sample performance, which is typically measured by the out-of-sample Sharpe ratio. However, due to in-sample optimism, it is inappropriate to use the…

Statistics Theory · Mathematics 2025-07-11 Xuran Meng , Yuan Cao , Weichen Wang

In this paper, we study the portfolio optimization problem with general utility functions and when the return and volatility of underlying asset are slowly varying. An asymptotic optimal strategy is provided within a specific class of…

Mathematical Finance · Quantitative Finance 2016-11-08 Jean-Pierre Fouque , Ruimeng Hu

In this paper, we propose a general bi-objective model for portfolio selection, aiming to maximize both a diversification measure and the portfolio expected return. Within this general framework, we focus on maximizing a diversification…

Portfolio Management · Quantitative Finance 2023-12-18 Francesco Cesarone , Rosella Giacometti , Manuel Luis Martino , Fabio Tardella

The question of optimal portfolio is addressed. The conventional Markowitz portfolio optimisation is discussed and the shortcomings due to non-Gaussian security returns are outlined. A method is proposed to minimise the likelihood of…

Physics and Society · Physics 2008-12-02 Robert Kitt , Jaan Kalda

Feature selection is a critical step in high-dimensional classification tasks, particularly under challenging conditions of double imbalance, namely settings characterized by both class imbalance in the response variable and dimensional…

Methodology · Statistics 2025-06-13 Fabio Demaria

Pre-training datasets are critical for building state-of-the-art machine learning models, motivating rigorous study on their impact on downstream tasks. In this work, we study the impact of the trade-off between the intra-class diversity…

Machine Learning · Computer Science 2023-12-04 Jieyu Zhang , Bohan Wang , Zhengyu Hu , Pang Wei Koh , Alexander Ratner

The Dirichlet-multinomial (DM) distribution plays a fundamental role in modern statistical methodology development and application. Recently, the DM distribution and its variants have been used extensively to model multivariate count data…

Methodology · Statistics 2023-02-27 Matthew D. Koslovsky

From the sampling of data to the initialisation of parameters, randomness is ubiquitous in modern Machine Learning practice. Understanding the statistical fluctuations engendered by the different sources of randomness in prediction is…

Machine Learning · Statistics 2022-10-03 Bruno Loureiro , Cédric Gerbelot , Maria Refinetti , Gabriele Sicuro , Florent Krzakala

In this paper, motivated by the celebrated work of Kelly, we consider the problem of portfolio weight selection to maximize expected logarithmic growth. Going beyond existing literature, our focal point here is the rebalancing frequency…

Portfolio Management · Quantitative Finance 2019-01-28 Chung-Han Hsieh , John A. Gubner , B. Ross Barmish

Portfolio balancing requires estimates of covariance between asset returns. Returns data have histories which greatly vary in length, since assets begin public trading at different times. This can lead to a huge amount of missing data--too…

Methodology · Statistics 2010-02-27 Robert B. Gramacy , Ester Pantaleo

We prove a non-asymptotic distribution-independent lower bound for the expected mean squared generalization error caused by label noise in ridgeless linear regression. Our lower bound generalizes a similar known result to the…

Machine Learning · Statistics 2023-08-02 David Holzmüller

This paper proposes the asymmetric linear double autoregression, which jointly models the conditional mean and conditional heteroscedasticity characterized by asymmetric effects. A sufficient condition is established for the existence of a…

Methodology · Statistics 2021-04-22 Songhua Tan , Qianqian Zhu

In this paper we consider the problem of minimising drawdown in a portfolio of financial assets. Here drawdown represents the relative opportunity cost of the single best missed trading opportunity over a specified time period. We formulate…

Risk Management · Quantitative Finance 2019-08-26 C. A. Valle , J. E. Beasley

Based on a rough path foundation, we develop a model-free approach to stochastic portfolio theory (SPT). Our approach allows to handle significantly more general portfolios compared to previous model-free approaches based on F{\"o}llmer…

Probability · Mathematics 2023-06-19 Andrew L. Allan , Christa Cuchiero , Chong Liu , David J. Prömel

Fitting a function by using linear combinations of a large number $N$ of `simple' components is one of the most fruitful ideas in statistical learning. This idea lies at the core of a variety of methods, from two-layer neural networks to…

Statistics Theory · Mathematics 2019-08-20 Adel Javanmard , Marco Mondelli , Andrea Montanari

We study an optimization problem for a portfolio with a risk-free, a liquid, and an illiquid risky asset. The illiquid risky asset is sold in an exogenous random moment with a prescribed liquidation time distribution. The investor prefers a…

Portfolio Management · Quantitative Finance 2020-05-11 Ljudmila A. Bordag