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200 papers

The Internet plays a key role in society and is vital to economic development. Due to the pressure of competition, most technology companies, including Internet finance companies, continue to explore new markets and new business. Funding…

Econometrics · Economics 2020-01-28 Runjie Xu , Chuanmin Mi , Nan Ye , Tom Marshall , Yadong Xiao , Hefan Shuai

A classical portfolio theory deals with finding the optimal proportion in which an agent invests a wealth in a risk-free asset and a probabilistic risky asset. Formulating and solving the problem depend on how the risk is represented and…

Portfolio Management · Quantitative Finance 2019-01-28 Irina Georgescu , Jani Kinnunen

We study the problem of active portfolio management where an investor aims to outperform a benchmark strategy's risk profile while not deviating too far from it. Specifically, an investor considers alternative strategies whose terminal…

Mathematical Finance · Quantitative Finance 2022-06-22 Silvana Pesenti , Sebastian Jaimungal

The time value of money is a critical factor not only in risk analysis, but also in insurance and financial applications. In this paper, we consider a special class of set-valued risk statistics by introducing the time value of money. In…

Risk Management · Quantitative Finance 2021-08-20 Fei Sun , Xiaozhi Fan , Weitao Liu

Determination of the correct mix of dividend and retained earnings and its effect on profitability has been a subject of controversy in financial management literature. This paper seeks to contribute to the ongoing debate by examining the…

General Finance · Quantitative Finance 2022-07-18 Suresh N , Pooja M

An investment portfolio consists of $n$ algorithmic trading strategies, which generate vectors of positions in trading assets. Sign opposite trades (buy/sell) cross each other as strategies are combined in a portfolio. Then portfolio…

Portfolio Management · Quantitative Finance 2024-12-05 A. V. Kuliga , I. N. Shnurnikov

In many sequential decision-making problems we may want to manage risk by minimizing some measure of variability in rewards in addition to maximizing a standard criterion. Variance related risk measures are among the most common…

Machine Learning · Computer Science 2015-03-19 Prashanth L. A. , Mohammad Ghavamzadeh

We study the feasibility and noise sensitivity of portfolio optimization under some downside risk measures (Value-at-Risk, Expected Shortfall, and semivariance) when they are estimated by fitting a parametric distribution on a finite sample…

Risk Management · Quantitative Finance 2008-12-10 Istvan Varga-Haszonits , Imre Kondor

Accurately estimating risk measures for financial portfolios is critical for both financial institutions and regulators. However, many existing models operate at the aggregate portfolio level and thus fail to capture the complex…

Portfolio Management · Quantitative Finance 2023-02-10 Emanuel Sommer , Karoline Bax , Claudia Czado

To find a trade-off between profitability and prudence, financial practitioners need to choose appropriate risk measures. Two key points are: Firstly, investors' risk attitudes under uncertainty conditions should be an important reference…

Risk Management · Quantitative Finance 2019-07-30 Wentao Hu

The payback period is unambiguously defined for conventional investment projects, projects in which a series of cash outflows is followed by a series of cash inflows. Its definition for nonconventional projects is more challenging, since…

General Economics · Economics 2026-03-26 Mikhail V. Sokolov

The present business network infrastructure is quickly varying with latest servers, services, connections, and ports added often, at times day by day, and with a uncontrollably inflow of laptops, storage media and wireless networks. With…

Software Engineering · Computer Science 2013-10-10 Mrs. Dhanamma Jagli , Mrs. Rohini Temkar

The Capital Asset Pricing Model (CAPM) relates a well-diversified stock portfolio to a benchmark portfolio. We insert size effect in CAPM, capturing the observation that small stocks have higher risk and return than large stocks, on…

Mathematical Finance · Quantitative Finance 2026-05-04 Abraham Atsiwo , Andrey Sarantsev

We investigate whether sophisticated volatility estimation improves the out-of-sample performance of mean-variance portfolio strategies relative to the naive 1/N strategy. The portfolio strategies rely solely upon second moments. Using a…

General Finance · Quantitative Finance 2022-02-15 Michael Curran , Patrick O'Sullivan , Ryan Zalla

We design a portfolio construction framework and implement an active investment strategy utilizing momentum and trend-following signals across multiple asset classes and asset class risk factors. We quantify the performance of this strategy…

General Economics · Economics 2025-06-12 Joseph Lu , Randall R Rojas , Fiona C. Yeung , Patrick D. Convery

Behavioral Finance has become a challenge to the scientific community. Based on the assumption that behavioral aspects of investors may explain some features of the Stock Market, we propose an agent based model to study quantitatively this…

General Finance · Quantitative Finance 2017-11-23 F. M. Stefan , A. P. F. Atman

We develop the idea of using Monte Carlo sampling of random portfolios to solve portfolio investment problems. In this first paper we explore the need for more general optimization tools, and consider the means by which constrained random…

Portfolio Management · Quantitative Finance 2010-08-24 William T. Shaw

Value-at-Risk (VaR) is an institutional measure of risk favored by financial regulators. VaR may be interpreted as a quantile of future portfolio values conditional on the information available, where the most common quantile used is 95%.…

Risk Management · Quantitative Finance 2016-05-18 Khizar Qureshi

We study market-consistent valuation of liability cash flows motivated by current regulatory frameworks for the insurance industry. Building on the theory on multiple-prior optimal stopping we propose a valuation functional with sound…

Pricing of Securities · Quantitative Finance 2021-09-02 Hampus Engsner , Filip Lindskog , Julie Thoegersen

This paper considers two investors who perform mean-variance portfolio selection with asymmetric information: one knows the true stock dynamics, while the other has to infer the true dynamics from observed stock evolution. Their portfolio…

Mathematical Finance · Quantitative Finance 2025-09-05 Yu-Jui Huang , Shihao Zhu