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A financial portfolio contains assets that offer a return with a certain level of risk. To maximise returns or minimise risk, the portfolio must be optimised - the ideal combination of optimal quantities of assets must be found. The number…

Computational Engineering, Finance, and Science · Computer Science 2023-07-11 Alexander Nikiporenko

Portfolio optimization is a critical area in finance, aiming to maximize returns while minimizing risk. Metaheuristic algorithms were shown to solve complex optimization problems efficiently, with Genetic Algorithms and Particle Swarm…

Portfolio Management · Quantitative Finance 2025-03-21 Hang Kin Poon

Optimal selection of interdependent IT Projects for implementation in multi periods has been challenging in the framework of real option valuation. This paper presents a mathematical optimization model for multi-stage portfolio of IT…

Computational Engineering, Finance, and Science · Computer Science 2010-06-15 Shashank Pushkar , Abhijit Mustafi , Akhileshwar Mishra

In this paper, a heuristic method based on TabuSearch and TokenRing Search is being used in order to solve the Portfolio Optimization Problem. The seminal mean-variance model of Markowitz is being considered with the addition of cardinality…

Portfolio Management · Quantitative Finance 2022-12-01 Taylan Kabbani

The Markowitz-based portfolio selection turns to an NP-hard problem when considering cardinality constraints. In this case, existing exact solutions like quadratic programming may not be efficient to solve the problem. Many researchers,…

Optimization and Control · Mathematics 2021-01-15 Taha Mansouri , Mohammad Reza Sadeghi Moghadam

In this paper we apply a heuristic method based on artificial neural networks in order to trace out the efficient frontier associated to the portfolio selection problem. We consider a generalization of the standard Markowitz mean-variance…

Neural and Evolutionary Computing · Computer Science 2007-07-30 Alberto Fernandez , Sergio Gomez

This research is focused on solving problems in the area of software project management using metaheuristic search algorithms and as such is research in the field of search based software engineering. The main aim of this research is to…

Neural and Evolutionary Computing · Computer Science 2016-05-09 Andy M. Connor , Amit Shah

Heuristic algorithms have shown a good ability to solve a variety of optimization problems. Stockpile blending problem as an important component of the mine scheduling problem is an optimization problem with continuous search space…

Neural and Evolutionary Computing · Computer Science 2021-02-11 Yue Xie , Aneta Neumann , Frank Neumann

Stochastic algorithms are among the best for solving computationally hard search and reasoning problems. The runtime of such procedures is characterized by a random variable. Different algorithms give rise to different probability…

Artificial Intelligence · Computer Science 2013-02-08 Carla P. Gomes , Bart Selman

Multi-objective portfolio optimisation is a critical problem researched across various fields of study as it achieves the objective of maximising the expected return while minimising the risk of a given portfolio at the same time. However,…

Machine Learning · Computer Science 2023-04-14 Sonia Bullah , Terence L. van Zyl

In this paper, we solve portfolio rebalancing problem when security returns are represented by uncertain variables considering transaction costs. The performance of the proposed model is studied using constant-proportion portfolio insurance…

Portfolio Management · Quantitative Finance 2018-12-20 Mostafa Zandieh , Seyed Omid Mohaddesi

Tracking a financial index boils down to replicating its trajectory of returns for a well-defined time span by investing in a weighted subset of the securities included in the benchmark. Picking the optimal combination of assets becomes a…

Quantum Physics · Physics 2021-10-22 Samuel Fernández-Lorenzo , Diego Porras , Juan José García-Ripoll

We consider the problem of selecting a portfolio of assets that provides the investor a suitable balance of expected return and risk. With respect to the seminal mean-variance model of Markowitz, we consider additional constraints on the…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Andrea Schaerf

Today's cloud infrastructure landscape offers a broad range of services to build and operate software applications. The myriad of options, however, has also brought along a new layer of complexity. When it comes to procuring cloud computing…

Distributed, Parallel, and Cluster Computing · Computer Science 2022-06-16 Maximilian Kiessler , Valentin Haag , Benedikt Pittl , Erich Schikuta

This paper presents several strategies to tune the parameters of metaheuristic methods for (discrete) design optimization of reinforced concrete (RC) structures. A novel utility metric is proposed, based on the area under the average…

Neural and Evolutionary Computing · Computer Science 2021-10-13 Iván Negrin , Dirk Roose , Ernesto Chagoyén

In this work, we demonstrate how to apply non-linear cardinality constraints, important for real-world asset management, to quantum portfolio optimization. This enables us to tackle non-convex portfolio optimization problems using quantum…

In this paper we present an evolutionary optimization approach to solve the risk parity portfolio selection problem. While there exist convex optimization approaches to solve this problem when long-only portfolios are considered, the…

Portfolio Management · Quantitative Finance 2015-04-14 Ronald Hochreiter

The expanding number of assets offers more opportunities for investors but poses new challenges for modern portfolio management (PM). As a central plank of PM, portfolio selection by expected utility maximization (EUM) faces uncontrollable…

Applications · Statistics 2022-10-24 Jin-Hong Du , Yifeng Guo , Xueqin Wang

This paper studies a distributionally robust portfolio optimization model with a cardinality constraint for limiting the number of invested assets. We formulate this model as a mixed-integer semidefinite optimization (MISDO) problem by…

Optimization and Control · Mathematics 2022-12-22 Ken Kobayashi , Yuichi Takano , Kazuhide Nakata

Recently, several researchers proposed portfolio optimization as a potential use case for quantum optimization. However, the literature is lacking an extensive benchmark quantifying the potential of quantum computers for portfolio…

Quantum Physics · Physics 2025-09-23 Eric Stopfer , Friedrich Wagner
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