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We consider an investor facing a classical portfolio problem of optimal investment in a log-Brownian stock and a fixed-interest bond, but constrained to choose portfolio and consumption strategies that reduce a dynamic shortfall risk…

Portfolio Management · Quantitative Finance 2017-08-04 Imke Redeker , Ralf Wunderlich

The covariance matrix of the matter power spectrum is a key element of the statistical analysis of galaxy clustering data. Independent realisations of observational measurements can be used to sample the covariance, nevertheless statistical…

Cosmology and Nongalactic Astrophysics · Physics 2016-04-14 Linda Blot , Pier Stefano Corasaniti , Luca Amendola , Thomas D. Kitching

This paper is devoted to the theoretical study of the efficiency, namely, stability of some greedy algorithms. In the greedy approximation theory researchers are mostly interested in the following two important properties of an algorithm --…

Numerical Analysis · Mathematics 2025-12-25 V. N. Temlyakov

In this work we study the problem of measuring the fairness of a machine learning model under noisy information. Focusing on group fairness metrics, we investigate the particular but common situation when the evaluation requires controlling…

Machine Learning · Computer Science 2021-05-24 Flavien Prost , Pranjal Awasthi , Nick Blumm , Aditee Kumthekar , Trevor Potter , Li Wei , Xuezhi Wang , Ed H. Chi , Jilin Chen , Alex Beutel

We study the consistency of sample mean-variance portfolios of arbitrarily high dimension that are based on Bayesian or shrinkage estimation of the input parameters as well as weighted sampling. In an asymptotic setting where the number of…

Portfolio Management · Quantitative Finance 2015-05-30 Francisco Rubio , Xavier Mestre , Daniel P. Palomar

We analyze the noise in macro-particle methods used in plasma physics and fluid dynamics, leading to approaches for minimizing the total error, focusing on electrostatic models in one dimension. We describe kernel density estimation for…

Plasma Physics · Physics 2021-06-30 E. G. Evstatiev , J. M. Finn , B. A. Shadwick , N. Hengartner

The field of portfolio selection is an active research topic, which combines elements and methodologies from various fields, such as optimization, decision analysis, risk management, data science, forecasting, etc. The modeling and…

Portfolio Management · Quantitative Finance 2020-10-28 A. Georgantas

Perturbation theory is developed to analyze the impact of noise on data and has been an essential part of numerical analysis. Recently, it has played an important role in designing and analyzing matrix algorithms. One of the most useful…

Probability · Mathematics 2023-11-21 Abhinav Bhardwaj , Van Vu

Noisy matrix completion aims at estimating a low-rank matrix given only partial and corrupted entries. Despite substantial progress in designing efficient estimation algorithms, it remains largely unclear how to assess the uncertainty of…

Machine Learning · Statistics 2019-11-15 Yuxin Chen , Jianqing Fan , Cong Ma , Yuling Yan

Standard approaches to the theory of financial markets are based on equilibrium and efficiency. Here we develop an alternative based on concepts and methods developed by biologists, in which the wealth invested in a financial strategy is…

General Finance · Quantitative Finance 2022-10-12 Maarten P. Scholl , Anisoara Calinescu , J. Doyne Farmer

The contour maps of the error of historical resp. parametric estimates for large random portfolios optimized under the risk measure Expected Shortfall (ES) are constructed. Similar maps for the sensitivity of the portfolio weights to small…

Risk Management · Quantitative Finance 2015-10-19 Fabio Caccioli , Imre Kondor , Gábor Papp

The performance measure of an algorithm is a crucial part of its analysis. The performance can be determined by the study on the convergence rate of the algorithm in question. It is necessary to study some (hopefully convergent) sequence…

Optimization and Control · Mathematics 2016-07-25 Sandra Astete-Morales , Marie-Liesse Cauwet , Olivier Teytaud

This paper investigates the impact of environmental, social, and governance (ESG) constraint on a regularized mean-variance (MV) portfolio optimization problem in a large-dimensional setting, in which a positive definite regularization…

Portfolio Management · Quantitative Finance 2026-02-17 Ruike Wu , Yonghe Lu , Yanrong Yang

In this paper we study the kernel multiple ridge regression framework, which we refer to as multi-task regression, using penalization techniques. The theoretical analysis of this problem shows that the key element appearing for an optimal…

Statistics Theory · Mathematics 2012-10-25 Matthieu Solnon , Sylvain Arlot , Francis Bach

This paper considers the specification of covariance structures with tail estimates. We focus on two aspects: (i) the estimation of the VaR-CoVaR risk matrix in the case of larger number of time series observations than assets in a…

Econometrics · Economics 2023-07-25 Christis Katsouris

Often, the data used to train ranking models is subject to label noise. For example, in web-search, labels created from clickstream data are noisy due to issues such as insufficient information in item descriptions on the SERP, query…

Information Retrieval · Computer Science 2022-08-18 Dany Haddad

The problem of finding the optimal portfolio for investors is called the portfolio optimization problem. Such problem mainly concerns the expectation and variability of return (i.e., mean and variance). Although the variance would be the…

Portfolio Management · Quantitative Finance 2020-07-21 Kei Nakagawa , Shuhei Noma , Masaya Abe

We introduce a novel covariance estimator for portfolio selection that adapts to the non-stationary or persistent heteroskedastic environments of financial time series by employing exponentially weighted averages and nonlinearly shrinking…

Machine Learning · Statistics 2023-01-23 Vincent Tan , Stefan Zohren

We study the optimal portfolio allocation problem from a Bayesian perspective using value at risk (VaR) and conditional value at risk (CVaR) as risk measures. By applying the posterior predictive distribution for the future portfolio…

Portfolio Management · Quantitative Finance 2020-12-04 Taras Bodnar , Mathias Lindholm , Vilhelm Niklasson , Erik Thorsén

Statistical inference of the dependence between objects often relies on covariance matrices. Unless the number of features (e.g. data points) is much larger than the number of objects, covariance matrix cleaning is necessary to reduce…

Risk Management · Quantitative Finance 2021-06-09 Christian Bongiorno , Damien Challet