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Designing an optimum portfolio for allocating suitable weights to its constituent assets so that the return and risk associated with the portfolio are optimized is a computationally hard problem. The seminal work of Markowitz that attempted…

投资组合管理 · 定量金融 2023-09-26 Abhiraj Sen , Jaydip Sen

Stock price prediction is a challenging task and a lot of propositions exist in the literature in this area. Portfolio construction is a process of choosing a group of stocks and investing in them optimally to maximize the return while…

投资组合管理 · 定量金融 2022-01-17 Jaydip Sen , Ashwin Kumar R S , Geetha Joseph , Kaushik Muthukrishnan , Koushik Tulasi , Praveen Varukolu

Portfolio optimization has been an area that has attracted considerable attention from the financial research community. Designing a profitable portfolio is a challenging task involving precise forecasting of future stock returns and risks.…

投资组合管理 · 定量金融 2023-07-12 Jaydip Sen , Subhasis Dasgupta

Portfolio optimization has been an area of research that has attracted a lot of attention from researchers and financial analysts. Designing an optimum portfolio is a complex task since it not only involves accurate forecasting of future…

投资组合管理 · 定量金融 2022-10-04 Jaydip Sen , Abhishek Dutta

The stock market offers a platform where people buy and sell shares of publicly listed companies. Generally, stock prices are quite volatile; hence predicting them is a daunting task. There is still much research going to develop more…

投资组合管理 · 定量金融 2022-08-23 Jaydip Sen , Arpit Awad , Aaditya Raj , Gourav Ray , Pusparna Chakraborty , Sanket Das , Subhasmita Mishra

Portfolio optimization is a challenging problem that has attracted considerable attention and effort from researchers. The optimization of stock portfolios is a particularly hard problem since the stock prices are volatile and estimation of…

投资组合管理 · 定量金融 2022-10-11 Jaydip Sen , Abhishek Dutta

Optimal capital allocation between different assets is an important financial problem, which is generally framed as the portfolio optimization problem. General models include the single-period and multi-period cases. The traditional…

投资组合管理 · 定量金融 2019-03-18 Masoud Fekri , Babak Barazandeh

Portfolio optimization has been a broad and intense area of interest for quantitative and statistical finance researchers and financial analysts. It is a challenging task to design a portfolio of stocks to arrive at the optimized values of…

投资组合管理 · 定量金融 2022-02-08 Jaydip Sen , Saikat Mondal , Sidra Mehtab

This paper presents a comparative analysis of the performances of three portfolio optimization approaches. Three approaches of portfolio optimization that are considered in this work are the mean-variance portfolio (MVP), hierarchical risk…

Accurate prediction of future prices of stocks is a difficult task to perform. Even more challenging is to design an optimized portfolio with weights allocated to the stocks in a way that optimizes its return and the risk. This paper…

投资组合管理 · 定量金融 2022-04-06 Jaydip Sen , Saikat Mondal , Gourab Nath

This chapter presents a comparative study of the three portfolio optimization methods, MVP, HRP, and HERC, on the Indian stock market, particularly focusing on the stocks chosen from 15 sectors listed on the National Stock Exchange of…

投资组合管理 · 定量金融 2023-10-30 Jaydip Sen , Arup Dasgupta , Partha Pratim Sengupta , Sayantani Roy Choudhury

Portfolio optimization has long been dominated by covariance-based strategies, such as the Markowitz Mean-Variance framework. However, these approaches often fail to ensure a balanced risk structure across assets, leading to concentration…

投资组合管理 · 定量金融 2025-08-07 Biswarup Chakraborty

In finance industry portfolio construction deals with how to divide the investors' wealth across an asset-classes' menu in order to maximize the investors' gain. Main approaches in use at the present are based on variations of the classical…

投资组合管理 · 定量金融 2009-07-21 Giordano Pola , Gianni Pola

A cryptocurrency is a digital asset maintained by a decentralised system using cryptography. Investors in this emerging digital market are exploring the profitability potential of portfolios in place of single coins. Portfolios are…

物理与社会 · 物理学 2023-04-06 Ruixue Jing , Luis Enrique Correa Rocha

Predicting future stock prices and their movement patterns is a complex problem. Hence, building a portfolio of capital assets using the predicted prices to achieve the optimization between its return and risk is an even more difficult…

投资组合管理 · 定量金融 2021-12-24 Jaydip Sen , Abhishek Dutta , Sidra Mehtab

Using daily returns of the S&P 500 stocks from 2001 to 2011, we perform a backtesting study of the portfolio optimization strategy based on the extreme risk index (ERI). This method uses multivariate extreme value theory to minimize the…

投资组合管理 · 定量金融 2015-05-18 Georg Mainik , Georgi Mitov , Ludger Rüschendorf

Accurate prediction of future prices of stocks is a difficult task to perform. Even more challenging is to design an optimized portfolio of stocks with the identification of proper weights of allocation to achieve the optimized values of…

投资组合管理 · 定量金融 2022-03-04 Jaydip Sen , Sidra Mehtab , Abhishek Dutta , Saikat Mondal

The portfolio optimisation problem, first raised by Harry Markowitz in 1952, has been a fundamental and central topic to understanding the stock market and making decisions. There has been plenty of works contributing to development of the…

投资组合管理 · 定量金融 2019-07-09 Xiang Meng

This chapter presents a calendar rebalancing approach to portfolios of stocks in the Indian stock market. Ten important sectors of the Indian economy are first selected. For each of these sectors, the top ten stocks are identified based on…

计算金融 · 定量金融 2023-10-17 Jaydip Sen , Arup Dasgupta , Subhasis Dasgupta , Sayantani Roychoudhury

Portfolio optimization emerged with the seminal paper of Markowitz (1952). The original mean-variance framework is appealing because it is very efficient from a computational point of view. However, it also has one well-established failing…

投资组合管理 · 定量金融 2019-09-24 Sarah Perrin , Thierry Roncalli
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