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arXiv research

A locally-built, LLM-digested index of recent arXiv papers in quant finance, geometry/topology, and statistical ML — keyword search served straight from SQLite on this machine.

168,742 papers · 148 categories

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3356691,0041,338 · Jun 202019922001200920172026
48 results for choice set optimization

The paper proposes a new method to learn choice functions using Pareto-embeddings.

problem Learning subset choices from feature vectors.
method Embedding choice alternatives into a higher-dimensional utility space and identifying choice sets with Pareto-optimal points. Minimizing a differentiable loss function.
result The feasibility of learning a Pareto-embedding demonstrated on benchmark datasets.

Many applications in preference learning assume that decisions come from the maximization of a stable utility function. Yet a large experimental literature shows that individual choices and judgements can be affected by "irrelevant" aspects of the context in which they are made. An important class of such contexts is t…

2019-02-08abs ↗pdf ↗

Proposes new methods for Markov chain choice models with panel data.

problem Dependence among transactions for the same customer in historical data.
method Expectation-maximization (EM) algorithms incorporating partial-ordering preference information.
result EM algorithms outperform traditional methods on synthetic and real datasets.

We consider optimal consumption and portfolio choice in the presence of Knightian uncertainty in continuous-time. We embed the problem into the new framework of stochastic calculus for such settings, dealing in particular with the issue of non-equivalent multiple priors. We solve the problem completely by identifying t…

2014-01-08abs ↗pdf ↗

The paper suggests using derivatives instead of stocks for better utility and risk management.

problem The use of stocks in portfolio construction is challenged.
method The study uses the Black--Scholes--Merton setting to demonstrate the benefits of derivatives for maximizing utility and minimizing risk.
result Two derivatives are sufficient to maximize utility and minimize risk exposure in a two-asset portfolio.

This paper solves optimal consumption-investment choices with wealth-driven risk aversion using neural networks.

problem Optimal consumption-investment choices under wealth-driven risk aversion.
method Neural network LSTM trained on jump-diffusion model data to optimize investment rate and consumption.
result Neural network approach shows promising results in solving the investment problem.

Proposes robust assortment optimization from observational data.

problem Real-world scenarios often violate assumptions of stable customer preferences and correct choice models.
method Develops a robust framework that accounts for potential distributional shifts in customer choice behavior.
result Uncovered the notion of ``robust item-wise coverage'' as the minimal data requirement for sample-efficient robust assortment learning.

We consider a novel setting of zeroth order non-convex optimization, where in addition to querying the function value at a given point, we can also duel two points and get the point with the larger function value. We refer to this setting as optimization with dueling-choice bandits since both direct queries and duels a…

2019-11-03abs ↗pdf ↗

Assuming that agents' preferences satisfy first-order stochastic dominance, we show how the Expected Utility paradigm can rationalize all optimal investment choices: the optimal investment strategy in any behavioral law-invariant (state-independent) setting corresponds to the optimum for an expected utility maximizer w…

2013-02-19abs ↗pdf ↗

Paper analyzes GP-EI for Bayesian optimization with no regret and provides guidance on choosing incumbents.

problem Analyzing cumulative regret of GP-EI with different incumbents in noisy Bayesian optimization.
method Analyzes GP-EI with three incumbents (BPMI, BSPMI, BOI) in both SE and Matérn kernels, proving no-regret for BPMI and BSPMI.
result GP-EI with BPMI and BSPMI is a no-regret algorithm for both SE and Matérn kernels, providing theoretical guidance for choosing incumbents.

Many investment models in discrete or continuous-time settings boil down to maximizing an objective of the quantile function of the decision variable. This quantile optimization problem is known as the quantile formulation of the original investment problem. Under certain monotonicity assumptions, several schemes to so…

2014-03-28abs ↗pdf ↗

Paper tackles RLHF with DCPPO method, proving near-optimal suboptimality.

problem Challenges in offline RLHF with limited human feedback and bounded rationality.
method DCPPO method involving three stages: MLE, reward function recovery, and pessimistic value iteration.
result DCPPO's suboptimality almost matches classical pessimistic offline RL in terms of distribution shift and dimension.

The paper proposes a method to learn and leverage contextual preference distributions for better decision-making.

problem Heterogeneous and context-dependent human preferences in decision-making problems.
method A sequential learning-and-optimization pipeline using a bounded-variance score function gradient estimator to train a predictive model mapping contextual features to preference distributions.
result The approach reduces average post-decision surprise by up to 25 times compared to risk-averse baselines in a ridesharing environment.

Study on Spanish households' investment choices in housing, deposits, and stocks.

problem Investment decisions of Spanish households in housing, deposits, and stocks.
method Theoretical model considering indivisible and illiquid housing assets, financial constraints, and actual choices compared.
result Households underinvest in stocks and deposits compared to optimal choices, but mortgage investments are efficient.

Optimizes assortment decisions with a new OFU scheme for online choice problems.

problem Online assortment optimization under stochastic choice with revenue performance and inference quality considerations.
method Forced-exploration OFU scheme combining regularized estimators for decision making and inference.
result Explicit regret bound and error bounds for approximate optimistic actions, showing Pareto optimality.

Study optimizes crowdfunding platform offerings based on customer behavior.

problem Maximizing crowdfunding platform revenue through optimal product assortment.
method Multinomial logit model and machine learning methods (multivariate regression, classification) for revenue prediction.
result Optimal assortments can significantly increase platform revenue.

Discrete choice models are commonly used by applied statisticians in numerous fields, such as marketing, economics, finance, and operations research. When agents in discrete choice models are assumed to have differing preferences, exact inference is often intractable. Markov chain Monte Carlo techniques make approximat…

2007-12-15abs ↗pdf ↗

In the multiple changepoint setting, various search methods have been proposed which involve optimising either a constrained or penalised cost function over possible numbers and locations of changepoints using dynamic programming. Such methods are typically computationally intensive. Recent work in the penalised optimi…

2014-12-11abs ↗pdf ↗

Bayesian methods detect significant IIA violations in similarity choice data.

problem Detecting IIA violations in similarity choice data complicates classical models.
method Proposed two statistical methods: classical goodness-of-fit test and Bayesian PPC.
result Significant IIA violations confirmed in both datasets, driven by context effects.

New research shows testing IIA in discrete choice is nearly impossible with current sample sizes.

problem Testing the Independence of Irrelevant Alternatives (IIA) in discrete choice models is challenging.
method Combinatorial analysis of Eulerian orientations of cycle decompositions of a bipartite graph.
result Any general test for IIA with low worst-case error requires an exponential number of samples in the number of alternatives.

Simple algorithms identify best items or full rankings from choice-based feedback.

problem Learning to identify the best item or full ranking from choice-based feedback.
method Nested Elimination (NE) and Nested Partition (NP) algorithms.
result NE is worst-case asymptotically optimal, NP is optimal up to a constant factor.

Optimal portfolio choice with cross-impact propagators, solving complex equations.

problem Maximizing revenue-risk in a continuous-time portfolio choice problem with cross-impact.
method Formulated as a maximization problem, solved explicitly using operator resolvents and stochastic Fredholm equations.
result Sufficient conditions for the absence of price manipulation, providing financial insights.

Optimizes control of hybrid systems with multiple switching processes.

problem Optimal control of hybrid systems with multiple Markov switching processes.
method Combines two separate Markov chains into one synthetic chain, derives HJB equations, and solves the portfolio choice problem.
result Derives explicit solutions and value functions for the optimal control problem.

New model improves website ranking by considering user choices as a whole.

problem Optimizing content ordering for user clicks in website design.
method Introduced multinomial logit (MNL) choice model to LTR framework, proposing UCB algorithms.
result Proved theoretical bounds on regret for UCB algorithms in both known and unknown position parameter settings.

Study optimal portfolio choice with risk control for log-returns.

problem Optimal portfolio choice with risk management in continuous-time markets.
method Characterized optimal terminal wealth using concave envelope, derived analytical expressions for optimal wealth and policy, found efficient frontier.
result Efficient frontier is concave curve connecting minimum-risk to growth-optimal portfolios, not a vertical line.

I discuss some theoretical results with a view to motivate some practical choices in portfolio optimization. Even though the setting is not completely general (for example, the covariance matrix is assumed to be non-singular), I attempt to highlight the features that have practical relevance. The mathematical setting i…

2016-01-28abs ↗pdf ↗

Different optimizer choices lead to different financial model predictions.

problem The impact of optimizer choice on neural network models in financial time series.
method Analysis of large-scale volatility forecasting for S&P 500 stocks using various model-training-pipeline pairs.
result Optimizer choice reshapes non-linear response profiles and temporal dependence in financial models, leading to different functional outcomes.

We introduce a semi-supervised discrete choice model to calibrate discrete choice models when relatively few requests have both choice sets and stated preferences but the majority only have the choice sets. Two classic semi-supervised learning algorithms, the expectation maximization algorithm and the cluster-and-label…

2017-02-16abs ↗pdf ↗

Two approaches integrate qualitative views into portfolio optimization, showing aggregation methods outperform robust optimization.

problem Incorporating qualitative views into portfolio optimization models.
method Robust optimization and order aggregation methods.
result Aggregation methods outperform robust optimization in portfolio performance analysis.

A new method reduces high-dimensional state space for dynamic choice models.

problem Estimation of dynamic discrete choice models is computationally intensive and infeasible in high-dimensional settings.
method Recursive partitioning algorithm to reduce dimensionality of high-dimensional state space.
result Our method reduces estimation bias and makes estimation feasible.