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We study the consistency of sample mean-variance portfolios of arbitrarily high dimension that are based on Bayesian or shrinkage estimation of the input parameters as well as weighted sampling. In an asymptotic setting where the number of…

投资组合管理 · 定量金融 2015-05-30 Francisco Rubio , Xavier Mestre , Daniel P. Palomar

In this work, we consider the optimal portfolio selection problem under hard constraints on trading amounts, transaction costs and different rates for borrowing and lending when the risky asset returns are serially correlated. No…

投资组合管理 · 定量金融 2014-10-30 Vladimir Dombrovskii , Tatyana Obedko

We commonly encounter the problem of identifying an optimally weight adjusted version of the empirical distribution of observed data, adhering to predefined constraints on the weights. Such constraints often manifest as restrictions on the…

机器学习 · 统计学 2024-01-17 Abhisek Chakraborty , Anirban Bhattacharya , Debdeep Pati

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…

投资组合管理 · 定量金融 2021-11-23 Yajie Yang , Longfeng Zhao , Lin Chen , Chao Wang , Jihui Han

The present paper provides a study of high-dimensional statistical arbitrage that combines factor models with the tools from stochastic control, obtaining closed-form optimal strategies which are both interpretable and computationally…

数理金融 · 定量金融 2021-06-25 Jorge Guijarro-Ordonez

Among professionals and academics alike, it is well known that active portfolio management is unable to provide additional risk-adjusted returns relative to their benchmarks. For this reason, passive wealth management has emerged in recent…

投资组合管理 · 定量金融 2022-03-28 Daniele Bufalo , Michele Bufalo , Francesco Cesarone , Giuseppe Orlando

A constant weight asset allocation is a popular investment strategy and is optimal under a suitable continuous model. We study the tracking error for the target continuous rebalancing strategy by a feasible discrete-in-time rebalancing…

数理金融 · 定量金融 2023-08-21 Masayuki Ando , Masaaki Fukasawa

This article is focused on using a new measurement of risk-- Weighted Value at Risk to develop a new method of constructing initiate from the TVAR solving problem, based on MATLAB software, using the historical simulation method (avoiding…

风险管理 · 定量金融 2012-11-27 Tianyu Hao

Solving chance-constrained stochastic optimal control problems is a significant challenge in control. This is because no analytical solutions exist for up to a handful of special cases. A common and computationally efficient approach for…

系统与控制 · 电气工程与系统科学 2023-10-05 Alexandre Capone , Tim Brüdigam , Sandra Hirche

Convolutional Neural Networks (CNNs) have recently emerged as the dominant model in computer vision. If provided with enough training data, they predict almost any visual quantity. In a discrete setting, such as classification, CNNs are not…

计算机视觉与模式识别 · 计算机科学 2015-11-25 Deepak Pathak , Philipp Krähenbühl , Stella X. Yu , Trevor Darrell

We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset returns. For large portfolios, the number of…

投资组合管理 · 定量金融 2016-01-20 Liusha Yang , Romain Couillet , Matthew R. McKay

Regression is widely used by practioners across many disciplines. We reformulate the underlying optimisation problem as a second-order conic program providing the flexibility often needed in applications. Using examples from portfolio…

投资组合管理 · 定量金融 2013-10-16 Thomas Schmelzer , Raphael Hauser , Erling Andersen , Joachim Dahl

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

投资组合管理 · 定量金融 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

We consider the problem of portfolio optimization with a correlation constraint. The framework is the multiperiod stochastic financial market setting with one tradable stock, stochastic income and a non-tradable index. The correlation…

最优化与控制 · 数学 2020-01-01 Aditya Maheshwari , Traian Pirvu

We consider a portfolio optimisation problem for a utility-maximising investor who faces convex constraints on his portfolio allocation in Heston's stochastic volatility model. We apply the duality methods developed in previous work to…

投资组合管理 · 定量金融 2023-11-08 Marcos Escobar-Anel , Michel Kschonnek , Rudi Zagst

We analyze characteristics' joint predictive information through the lens of out-of-sample power utility functions. Linking weights to characteristics to form optimal portfolios suffers from estimation error which we mitigate by maximizing…

综合金融 · 定量金融 2024-02-05 Christopher G. Lamoureux , Huacheng Zhang

During training, the weights of a Deep Neural Network (DNN) are optimized from a random initialization towards a nearly optimum value minimizing a loss function. Only this final state of the weights is typically kept for testing, while the…

机器学习 · 计算机科学 2021-03-26 Gianni Franchi , Andrei Bursuc , Emanuel Aldea , Severine Dubuisson , Isabelle Bloch

We consider an investor who seeks to maximize her expected utility derived from her terminal wealth relative to the maximum performance achieved over a fixed time horizon, and under a portfolio drawdown constraint, in a market with local…

投资组合管理 · 定量金融 2016-10-28 Ankush Agarwal , Ronnie Sircar

We propose a new approach to portfolio optimization that utilizes a unique combination of synthetic data generation and a CVaR-constraint. We formulate the portfolio optimization problem as an asset allocation problem in which each asset…

投资组合管理 · 定量金融 2024-05-17 José-Manuel Peña , Fernando Suárez , Omar Larré , Domingo Ramírez , Arturo Cifuentes

This paper presents how the most recent improvements made on covariance matrix estimation and model order selection can be applied to the portfolio optimisation problem. The particular case of the Maximum Variety Portfolio is treated but…

应用统计 · 统计学 2018-04-03 Emmanuelle Jay , Eugénie Terreaux , Jean-Philippe Ovarlez , Frédéric Pascal