English
Related papers

Related papers: Fuzziness and Funds Allocation in Portfolio Optimi…

200 papers

We study the optimal asset allocation problem for a fund manager whose compensation depends on the performance of her portfolio with respect to a benchmark. The objective of the manager is to maximise the expected utility of her final…

Portfolio Management · Quantitative Finance 2020-11-17 Flavio Angelini , Katia Colaneri , Stefano Herzel , Marco Nicolosi

Classical mean-variance portfolio theory tells us how to construct a portfolio of assets which has the greatest expected return for a given level of return volatility. Utility theory then allows an investor to choose the point along this…

Portfolio Management · Quantitative Finance 2009-09-21 Alex Dannenberg

We present a unified logical framework for representing and reasoning about both quantitative and qualitative preferences in fuzzy answer set programming, called fuzzy answer set optimization programs. The proposed framework is vital to…

Artificial Intelligence · Computer Science 2013-04-11 Emad Saad

This paper shows that the fuzzy temporal logic can model figures of thought to describe decision-making behaviors. In order to exemplify, some economic behaviors observed experimentally were modeled from problems of choice containing time,…

Artificial Intelligence · Computer Science 2019-02-18 José Cláudio do Nascimento

We present a logical framework to represent and reason about fuzzy optimization problems based on fuzzy answer set optimization programming. This is accomplished by allowing fuzzy optimization aggregates, e.g., minimum and maximum in the…

Artificial Intelligence · Computer Science 2013-04-10 Emad Saad

This paper presents a method to measure the similarity between different fuzzy concepts in order to optimize Semantic networks. The problem approached is the minimization of the time of research and identification of user's Objects and…

Information Retrieval · Computer Science 2012-06-11 Mohamed nazih Omri , Noureddine Chouigui

We consider a single-period portfolio selection problem for an investor, maximizing the expected ratio of the portfolio utility and the utility of a best asset taken in hindsight. The decision rules are based on the history of stock returns…

Portfolio Management · Quantitative Finance 2020-06-11 Dmitry B. Rokhlin

Important advances have been made in the fuzzy quantification field. Nevertheless, some problems remain when we face the decision of selecting the most convenient model for a specific application. In the literature, several desirable…

Artificial Intelligence · Computer Science 2019-02-19 F. Diaz-Hermida , M. Pereira-Fariña , Juan C. Vidal , A. Ramos-Soto

Portfolio selection problems that optimize expected utility are usually difficult to solve. If the number of assets in the portfolio is large, such expected utility maximization problems become even harder to solve numerically. Therefore,…

Portfolio Management · Quantitative Finance 2026-02-17 Nuerxiati Abudurexiti , Erhan Bayraktar , Takaki Hayashi , Hasanjan Sayit

The purpose of this paper is to point to the usefulness of applying a linear mathematical formulation of fuzzy multiple criteria objective decision methods in organising business activities. In this respect fuzzy parameters of linear…

Artificial Intelligence · Computer Science 2007-05-23 Sonja Petrovic-Lazarevic , Ajith Abraham

In this study, we propose a new multi-objective portfolio optimization with idiosyncratic and systemic risks for financial networks. The two risks are measured by the idiosyncratic variance and the network clustering coefficient derived…

Portfolio Management · Quantitative Finance 2021-11-23 Yajie Yang , Longfeng Zhao , Lin Chen , Chao Wang , Jihui Han

The dynamic portfolio optimization problem in finance frequently requires learning policies that adhere to various constraints, driven by investor preferences and risk. We motivate this problem of finding an allocation policy within a…

Artificial Intelligence · Computer Science 2020-12-23 Nymisha Bandi , Theja Tulabandhula

The aim of this work consists in the study of the optimal investment strategy for a behavioural investor, whose preference towards risk is described by both a probability distortion and an S-shaped utility function. Within a continuous-time…

Portfolio Management · Quantitative Finance 2013-04-30 Miklos Rasonyi , Andrea M. Rodrigues

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

How could a product or service is reasonably evaluated by anyone in the shortest time? A million dollar question but it is having a simple answer: Sentiment analysis. Sentiment analysis is consumers review on products and services which…

Information Retrieval · Computer Science 2014-03-14 Md. Ansarul Haque

In dealing with veracity of data analytics, fuzzy methods are more and more relying on probabilistic and statistical techniques to underpin their applicability. Conversely, standard statistical models usually disregard to take into account…

Statistics Theory · Mathematics 2019-12-23 Elvira Di Nardo , Rosaria Simone

Multi-criteria decision-making methods provide decision-makers with appropriate tools to make better decisions in uncertain, complex, and conflicting situations. Fuzzy set theory primarily deals with the uncertainty inherent in human…

Artificial Intelligence · Computer Science 2025-09-10 Kirisci Murat

In real-life temporal scenarios, uncertainty and preferences are often essential and coexisting aspects. We present a formalism where quantitative temporal constraints with both preferences and uncertainty can be defined. We show how three…

Artificial Intelligence · Computer Science 2021-04-12 F. Rossi , K. B. Venable , N. Yorke-Smith

Reasoning, the most important human brain operation, is charactrized by a degree fuzziness. In the present paper we construct a fuzzy model for the reasoning process giving through the calculation of the possibilities of all possible…

Artificial Intelligence · Computer Science 2013-11-22 Michael Gr. Voskoglou , Igor Ya. Subbotin

We present a continuous-time portfolio selection framework that reflects goal-based investment principles and mental accounting behavior. In this framework, an investor with multiple investment goals constructs separate portfolios, each…

Portfolio Management · Quantitative Finance 2026-05-12 Erhan Bayraktar , Bingyan Han