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Portfolio optimization is an important process in finance that consists in finding the optimal asset allocation that maximizes expected returns while minimizing risk. When assets are allocated in discrete units, this is a combinatorial…

统计力学 · 物理学 2022-10-04 Álvaro Rubio-García , Juan José García-Ripoll , Diego Porras

In a paper by Willems and coauthors it was shown that persistently exciting data can be used to represent the input-output behavior of a linear system. Based on this fundamental result, we derive a parametrization of linear feedback systems…

系统与控制 · 计算机科学 2019-09-10 Claudio De Persis , Pietro Tesi

The Causal Roadmap outlines a systematic approach to asking and answering questions of cause-and-effect: define the quantity of interest, evaluate needed assumptions, conduct statistical estimation, and carefully interpret results. To…

统计方法学 · 统计学 2024-05-30 Nerissa Nance , Maya L. Petersen , Mark van der Laan , Laura B. Balzer

The role of portfolio construction in the implementation of equity market neutral factors is often underestimated. Taking the classical momentum strategy as an example, we show that one can significantly improve the main strategy's features…

投资组合管理 · 定量金融 2018-10-22 Stefano Ciliberti , Stanislao Gualdi

In general, underestimation of risk is something which should be avoided as far as possible. Especially in financial asset management, equity risk is typically characterized by the measure of portfolio variance, or indirectly by quantities…

统计金融 · 定量金融 2017-07-31 Thomas Schürmann , Ingo Hoffmann

Computing circuits composed of noisy logical gates and their ability to represent arbitrary Boolean functions with a given level of error are investigated within a statistical mechanics setting. Bounds on their performance, derived in the…

无序系统与神经网络 · 物理学 2015-05-14 Alexander Mozeika , David Saad , Jack Raymond

In this paper, we use replica analysis to investigate the influence of correlation among the return rates of assets on the solution of the portfolio optimization problem. We consider the behavior of the optimal solution for the case where…

投资组合管理 · 定量金融 2017-05-19 Takashi Shinzato

Identifying meaningful relationships between the price movements of financial assets is a challenging but important problem in a variety of financial applications. However with recent research, particularly those using machine learning and…

统计金融 · 定量金融 2022-02-21 Rian Dolphin , Barry Smyth , Ruihai Dong

Risk specialists are trying to understand risk better and use complex models for risk assessment, while many risks are not yet well understood. The lack of empirical data and complex causal and outcome relationships make it difficult to…

人工智能 · 计算机科学 2020-09-22 Hengameh Fakhravar

Matrix-variate data of high dimensions are frequently observed in finance and economics, spanning extended time periods, such as the long-term data on international trade flows among numerous countries. To address potential structural…

统计方法学 · 统计学 2024-04-03 Bin Chen , Elynn Y. Chen , Stevenson Bolivar , Rong Chen

As demonstrated during the recent financial crisis, regulators require additional analytical tools to assess systemic risk in the financial sector. This paper describes one such tool; namely a novel market modeling and analysis capability.…

交易与市场微观结构 · 定量金融 2011-05-30 Brian Tivnan , Matthew Koehler , Matthew McMahon , Matthew Olson , Neal Rothleder , Rajani Shenoy

The use of improved covariance matrix estimators as an alternative to the sample estimator is considered an important approach for enhancing portfolio optimization. Here we empirically compare the performance of 9 improved covariance…

投资组合管理 · 定量金融 2010-04-27 Ester Pantaleo , Michele Tumminello , Fabrizio Lillo , Rosario N. Mantegna

The error model of a quantum computer is essential for optimizing quantum algorithms to minimize the impact of errors using quantum error correction or error mitigation. Noise with temporal correlations, e.g. low-frequency noise and…

量子物理 · 物理学 2020-10-20 Mingxia Huo , Ying Li

There is a great number of factors to take into account when building and managing an investment portfolio. It is widely believed that a proper set-up of the portfolio combined with a good, robust management strategy is the key to…

投资组合管理 · 定量金融 2021-04-28 Jarosław Gruszka , Janusz Szwabiński

The present paper provides a comprehensive study of de-noising properties of frames and, in particular, tight frames, which constitute one of the most popular tools in contemporary signal processing. The objective of the paper is to bridge…

统计方法学 · 统计学 2013-01-18 Daniela De Canditiis , Marianna Pensky , Patrick J. Wolfe

Nested stochastic modeling has been on the rise in many fields of the financial industry. Such modeling arises whenever certain components of a stochastic model are stochastically determined by other models. There are at least two main…

计算金融 · 定量金融 2021-06-14 Runhuan Feng , Peng Li

In the field of financial fraud detection, understanding the underlying patterns and dynamics is important to ensure effective and reliable systems. This research introduces a new technique, "TimeTrail," which employs advanced temporal…

机器学习 · 计算机科学 2023-08-29 Sushrut Ghimire

Correlation matrices are widely used to analyze the interdependence of variables in various real-world scenarios. Often, a perturbation in a few variables leads to mild differences in many correlation coefficients associated with these…

应用统计 · 统计学 2023-03-07 Itamar Faran , Michael Peer , Shahar Arzy , Yuval Benjamini

A novel method for noise reduction in the setting of curve time series with error contamination is proposed, based on extending the framework of functional principal component analysis (FPCA). We employ the underlying, finite-dimensional…

统计方法学 · 统计学 2023-07-06 Cees Diks , Bram Wouters

Studies on simulation input uncertainty often built on the availability of input data. In this paper, we investigate an inverse problem where, given only the availability of output data, we nonparametrically calibrate the input models and…

最优化与控制 · 数学 2018-01-09 Aleksandrina Goeva , Henry Lam , Huajie Qian , Bo Zhang