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The aim of this paper is to compare two asset allocation methods for a pension scheme during the decumulation phase in the simplified portfolio selection between a risky asset following a geometric Brownian motion and a riskless asset. The…

Portfolio Management · Quantitative Finance 2010-01-13 Frédéric Planchet , Pierre-Emanuel Thérond

A central problem in business concerns the optimal allocation of limited resources to a set of available tasks, where the payoff of these tasks is inherently uncertain. In credit card fraud detection, for instance, a bank can only assign a…

Machine Learning · Computer Science 2022-02-10 Toon Vanderschueren , Bart Baesens , Tim Verdonck , Wouter Verbeke

The paper studies problem of continuous time optimal portfolio selection for a incom- plete market diffusion model. It is shown that, under some mild conditions, near optimal strategies for investors with different performance criteria can…

Portfolio Management · Quantitative Finance 2014-04-15 Nikolai Dokuchaev

Portfolio optimization is an important process in finance that consists in finding the optimal asset allocation that maximizes expected returns while minimizing risk. When assets are allocated in discrete units, this is a combinatorial…

Statistical Mechanics · Physics 2022-10-04 Álvaro Rubio-García , Juan José García-Ripoll , Diego Porras

We propose information-directed sampling -- a new approach to online optimization problems in which a decision-maker must balance between exploration and exploitation while learning from partial feedback. Each action is sampled in a manner…

Machine Learning · Computer Science 2017-07-10 Daniel Russo , Benjamin Van Roy

Financial portfolio optimization is a widely studied problem in mathematics, statistics, financial and computational literature. It adheres to determining an optimal combination of weights associated with financial assets held in a…

Portfolio Management · Quantitative Finance 2013-01-21 Ankit Dangi

We consider the optimal allocation of generic resources among multiple generic entities of interest over a finite planning horizon, where each entity generates stochastic returns as a function of its resource allocation during each period.…

Optimization and Control · Mathematics 2017-02-28 Yingdong Lu , Siva Theja Maguluri , Mark S. Squillante , Chai Wah Wu

The principle of maximum entropy is a broadly applicable technique for computing a distribution with the least amount of information possible while constrained to match empirically estimated feature expectations. However, in many real-world…

Machine Learning · Computer Science 2022-08-16 Kenneth Bogert , Yikang Gui , Prashant Doshi

Public and private institutions must often allocate scare resources under uncertainty. Banks, for example, extend credit to loan applicants based in part on their estimated likelihood of repaying a loan. But when the quality of information…

Computers and Society · Computer Science 2021-10-11 William Cai , Johann Gaebler , Nikhil Garg , Sharad Goel

Existing clustering algorithms such as K-means often need to preset parameters such as the number of categories K, and such parameters may lead to the failure to output objective and consistent clustering results. This paper introduces a…

Machine Learning · Computer Science 2022-09-15 Shaodong Deng , Long Sheng , Jiayi Nie , Fuyi Deng

We provide an information-theoretic analysis of Thompson sampling that applies across a broad range of online optimization problems in which a decision-maker must learn from partial feedback. This analysis inherits the simplicity and…

Machine Learning · Computer Science 2015-06-09 Daniel Russo , Benjamin Van Roy

In a recent paper, the authors proposed a general methodology for probabilistic learning on manifolds. The method was used to generate numerical samples that are statistically consistent with an existing dataset construed as a realization…

Probability · Mathematics 2018-03-30 C. Soizea , R. Ghanem , C. Safta , X. Huan , Z. P. Vane , J. Oefelein , G. Lacaz , H. N. Najm , Q. Tang , X. Chen

We address the problem of partial index tracking, replicating a benchmark index using a small number of assets. Accurate tracking with a sparse portfolio is extensively studied as a classic finance problem. However in practice, a tracking…

Portfolio Management · Quantitative Finance 2020-02-04 Yu Zheng , Timothy M. Hospedales , Yongxin Yang

A balanced sampling design should always be the adopted strategies if auxiliary information is available. Besides, integrating a stratified structure of the population in the sampling process can considerably reduce the variance of the…

Methodology · Statistics 2022-06-03 Raphaël Jauslin , Esther Eustache , Yves Tillé

Much of uncertainty quantification to date has focused on determining the effect of variables modeled probabilistically, and with a known distribution, on some physical or engineering system. We develop methods to obtain information on the…

Numerical Analysis · Mathematics 2015-03-19 Kamaljit Chowdhary , Paul Dupuis

Uncertainty requires suitable techniques for risk assessment. Combining stochastic approximation and stochastic average approximation, we propose an efficient algorithm to compute the worst case average value at risk in the face of tail…

Risk Management · Quantitative Finance 2022-01-19 Sojung Kim , Stefan Weber

From a machine learning point of view, identifying a subset of relevant features from a real data set can be useful to improve the results achieved by classification methods and to reduce their time and space complexity. To achieve this…

Machine Learning · Computer Science 2017-05-23 Pietro Cassara , Alessandro Rozza , Mirco Nanni

Many biological systems perform close to their physical limits, but promoting this optimality to a general principle seems to require implausibly fine tuning of parameters. Using examples from a wide range of systems, we show that this…

Information entropy is applied to the state of knowledge of reaction amplitudes in pseudoscalar meson photoproduction, and a scheme is developed that quantifies the information content of a measured set of polarization observables. It is…

High Energy Physics - Phenomenology · Physics 2010-09-02 D. G. Ireland

Changes in market conditions present challenges for investors as they cause performance to deviate from the ranges predicted by long-term averages of means and covariances. The aim of conditional asset allocation strategies is to overcome…

General Finance · Quantitative Finance 2022-11-03 Reza Bradrania , Davood Pirayesh Neghab