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We introduce a novel approach to portfolio optimization that leverages hierarchical graph structures and the Schur complement method to systematically reduce computational complexity while preserving full covariance information. Inspired by…

Portfolio Management · Quantitative Finance 2025-03-18 Gamal Mograby

This study develops and evaluates a deep reinforcement learning framework for dynamic portfolio allocation across global equity markets. The Soft Actor-Critic algorithm is used to learn continuous portfolio weights within a Markov Decision…

Portfolio Management · Quantitative Finance 2026-05-19 Kamil Kashif , Robert Ślepaczuk

We consider the problem of portfolio optimization with a correlation constraint. The framework is the multiperiod stochastic financial market setting with one tradable stock, stochastic income and a non-tradable index. The correlation…

Optimization and Control · Mathematics 2020-01-01 Aditya Maheshwari , Traian Pirvu

Random forests construct each tree with a different, randomised representation of the feature space. Their uniform voting cannot correct errors in regions where trees with incorrect representations probabilistically outnumber correct ones,…

Machine Learning · Computer Science 2026-05-28 Youngjoon Park

Accurately measuring portfolio similarity is critical for a wide range of financial applications, including Exchange-traded Fund (ETF) recommendation, portfolio trading, and risk alignment. Existing similarity measures often rely on exact…

Statistical Finance · Quantitative Finance 2025-09-30 Mingshu Li , Dhruv Desai , Jerinsh Jeyapaulraj , Philip Sommer , Riya Jain , Peter Chu , Dhagash Mehta

Building on the functional-analytic framework of operator-valued kernels and un-truncated signature kernels, we propose a scalable, provably convergent signature-based algorithm for a broad class of high-dimensional, path-dependent hedging…

Functional Analysis · Mathematics 2025-02-06 Nicola Muca Cirone , Cristopher Salvi

We address the problem of building and maintaining distributed spanning trees in highly dynamic networks, in which topological events can occur at any time and any rate, and no stable periods can be assumed. In these harsh environments, we…

Distributed, Parallel, and Cluster Computing · Computer Science 2013-07-23 Arnaud Casteigts , Serge Chaumette , Frédéric Guinand , Yoann Pigné

Growth models have been proposed for constructing the scale-free overlay topology to improve the performance of unstructured peer-to-peer (P2P) networks. However, previous growth models are able to maintain the limited scale-free topology…

Physics and Society · Physics 2016-07-13 Xiaoyan Lu , Eyuphan Bulut , Boleslaw Szymanski

The ability to adequately model risks is crucial for insurance companies. The method of "Copula-based hierarchical risk aggregation" by Arbenz et al. offers a flexible way in doing so and has attracted much attention recently. We briefly…

Risk Management · Quantitative Finance 2015-06-22 Fabio Derendinger

The \emph{Tree Augmentation Problem (TAP)} is given a tree $T=(V,E_T)$ and additional set of {\em links} $E$ on $V\times V$, find $F \subseteq E$ such that $T \cup F$ is $2$-edge-connected, and $|F|$ is minimum. The problem is APX-hard…

Computational Complexity · Computer Science 2026-03-06 Guy Kortsarz

Stochastic portfolio theory aims at finding relative arbitrages, i.e. trading strategies which outperform the market with probability one. Functionally generated portfolios, which are deterministic functions of the market weights, are an…

Mathematical Finance · Quantitative Finance 2021-01-19 Patrick Mijatovic

We propose a novel hierarchical approach for multiple rotation averaging, dubbed HARA. Our method incrementally initializes the rotation graph based on a hierarchy of triplet support. The key idea is to build a spanning tree by prioritizing…

Computer Vision and Pattern Recognition · Computer Science 2022-03-31 Seong Hun Lee , Javier Civera

The proprietary nature of Hedge Fund investing means that it is common practise for managers to release minimal information about their returns. The construction of a Fund of Hedge Funds portfolio requires a correlation matrix which often…

Statistical Finance · Quantitative Finance 2010-05-28 Thomas Conlon , Heather J. Ruskin , Martin Crane

We investigate an application of network centrality measures to portfolio optimization, by generalizing the method in [Pozzi, Di Matteo and Aste, \emph{Spread of risks across financial markets: better to invest in the peripheries},…

Portfolio Management · Quantitative Finance 2024-04-02 Bahar Arslan , Vanni Noferini , Spyridon Vrontos

In this paper, we propose a market model with returns assumed to follow a multivariate normal tempered stable distribution defined by a mixture of the multivariate normal distribution and the tempered stable subordinator. This distribution…

Portfolio Management · Quantitative Finance 2020-09-22 Young Shin Kim

In transmission networks, power flows and network topology are deeply intertwined due to power flow physics. Recent literature shows that a specific more hierarchical network structure can effectively inhibit the propagation of line…

Optimization and Control · Mathematics 2025-02-06 Leon Lan , Alessandro Zocca

This paper derives an optimal portfolio that is based on trend-following signal. Building on an earlier related article, it provides a unifying theoretical setting to introduce an autocorrelation model with the covariance matrix of trends…

Portfolio Management · Quantitative Finance 2024-01-30 Sebastien Valeyre

We discuss - in what is intended to be a pedagogical fashion - generalized "mean-to-risk" ratios for portfolio optimization. The Sharpe ratio is only one example of such generalized "mean-to-risk" ratios. Another example is what we term the…

Portfolio Management · Quantitative Finance 2018-04-12 Zura Kakushadze , Willie Yu

We propose a data-driven portfolio selection model that integrates side information, conditional estimation and robustness using the framework of distributionally robust optimization. Conditioning on the observed side information, the…

Portfolio Management · Quantitative Finance 2024-04-10 Viet Anh Nguyen , Fan Zhang , Shanshan Wang , Jose Blanchet , Erick Delage , Yinyu Ye

The goal of this paper is to establish the fundamental tools to analyze signals defined over a topological space, i.e. a set of points along with a set of neighborhood relations. This setup does not require the definition of a metric and…

Signal Processing · Electrical Eng. & Systems 2020-10-28 Sergio Barbarossa , Stefania Sardellitti
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