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In this paper we consider the problem of minimising drawdown in a portfolio of financial assets. Here drawdown represents the relative opportunity cost of the single best missed trading opportunity over a specified time period. We formulate…

Risk Management · Quantitative Finance 2019-08-26 C. A. Valle , J. E. Beasley

In the past decade many researchers have proposed new optimal portfolio selection strategies to show that sophisticated diversification can outperform the na\"ive 1/N strategy in out-of-sample benchmarks. Providing an updated review of…

Portfolio Management · Quantitative Finance 2018-11-21 Johannes Bock

Countries and cities are likely to enter economic activities that are related to those that are already present in them. Yet, while these path dependencies are universally acknowledged, we lack an understanding of the diversification…

Physics and Society · Physics 2018-05-09 Aamena Alshamsi , Flavio L. Pinheiro , Cesar A. Hidalgo

Individual investors are now massively using online brokers to trade stocks with convenient interfaces and low fees, albeit losing the advice and personalization traditionally provided by full-service brokers. We frame the problem faced by…

Artificial Intelligence · Computer Science 2021-03-16 Robin Swezey , Bruno Charron

Portfolio sorting is ubiquitous in the empirical finance literature, where it has been widely used to identify pricing anomalies. Despite its popularity, little attention has been paid to the statistical properties of the procedure. We…

Econometrics · Economics 2020-07-21 Matias D. Cattaneo , Richard K. Crump , Max H. Farrell , Ernst Schaumburg

We investigate the portfolio selection problem for an agent with rank-dependent utility in an incomplete financial market. For a constant-coefficient market and CRRA utilities, we characterize the deterministic strict equilibrium…

Mathematical Finance · Quantitative Finance 2024-10-01 Jiaqin Wei , Jianming Xia , Qian Zhao

This paper introduces a new functional optimization approach to portfolio optimization problems by treating the unknown weight vector as a function of past values instead of treating them as fixed unknown coefficients in the majority of…

Portfolio Management · Quantitative Finance 2020-12-10 Ka Wai Tsang , Zhaoyi He

We consider assortment optimization over a continuous spectrum of products represented by the unit interval, where the seller's problem consists of determining the optimal subset of products to offer to potential customers. To describe the…

Machine Learning · Statistics 2021-04-15 Yannik Peeters , Arnoud V. den Boer , Michel Mandjes

In portfolio compression, market participants (banks, organizations, companies, financial agents) sign contracts, creating liabilities between each other, which increases the systemic risk. Large, dense markets commonly can be compressed by…

Computational Engineering, Finance, and Science · Computer Science 2022-12-20 Mihály Péter Hanics

This paper studies the dividend and capital injection problem under a diffusion risk model with general discount functions. A proportional cost is imposed when injecting capitals. For exponential discounting as time-consistent benchmark, we…

Mathematical Finance · Quantitative Finance 2025-05-30 Sang Hu , Zihan Zhou

This paper investigates a time-inconsistent portfolio selection problem in the incomplete mar ket model, integrating expected utility maximization with risk control. The objective functional balances the expected utility and variance on log…

Portfolio Management · Quantitative Finance 2025-12-02 Yue Cao , Zongxia Liang , Sheng Wang , Xiang Yu

We consider a class of optimal portfolio choice problems in continuous time where the agent's transactions create both transient cross-impact driven by a matrix-valued Volterra propagator, as well as temporary price impact. We formulate…

Portfolio Management · Quantitative Finance 2026-02-20 Eduardo Abi Jaber , Eyal Neuman , Sturmius Tuschmann

The paper addresses general constrained and non-linear optimization problems. For some of these notoriously hard problems, there exists a reformulation as an unconstrained, global optimization problem. We illustrate the transformation, and…

Optimization and Control · Mathematics 2023-06-13 Vladimir Norkin , Alois Pichler

In this paper, we study the problem of expected utility maximization of an agent who, in addition to an initial capital, receives random endowments at maturity. Contrary to previous studies, we treat as the variables of the optimization…

Probability · Mathematics 2008-12-10 Julien Hugonnier , Dmitry Kramkov

We investigate the optimal investment-reinsurance problem for insurance company with partial information on the market price of the risk. Through the use of filtering techniques we convert the original optimization problem involving…

Portfolio Management · Quantitative Finance 2024-08-15 Claudia Ceci , Katia Colaneri

This study first reviews fuzzy random Portfolio selection theory and describes the concept of portfolio optimization model as a useful instrument for helping finance practitioners and researchers. Second, this paper specifically aims at…

Optimization and Control · Mathematics 2014-02-18 Mir Ehsan Hesam Sadati , Ali Doniavi

We re-visit the classical problem of optimal payment of dividends and determine the degree to which the diffusion approximation serves as a valid approximation of the classical risk model for this problem. Our results parallel some of those…

Optimization and Control · Mathematics 2020-10-26 Asaf Cohen , Virginia R. Young

We treat a discrete-time asset allocation problem in an arbitrage-free, generically incomplete financial market, where the investor has a possibly non-concave utility function and wealth is restricted to remain non-negative. Under easily…

Mathematical Finance · Quantitative Finance 2015-04-23 Laurence Carassus , Miklós Rásonyi , Andrea M. Rodrigues

This paper studies the time-varying structure of the equity market with respect to market capitalization. First, we analyze the distribution of the 100 largest companies' market capitalizations over time, in terms of inequality,…

Mathematical Finance · Quantitative Finance 2025-02-21 Nick James , Max Menzies

This article investigates a distributed aggregative optimization problem subject to coupled affine inequality constraints, in which local objective functions depend not only on their own decision variables but also on an aggregation of all…

Optimization and Control · Mathematics 2023-06-13 Kaixin Du , Min Meng