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Supervised portfolios
Journal article   Peer reviewed

Supervised portfolios

Guillaume Chevalier, Guillaume Coqueret and Thomas Raffinot
Quantitative Finance, Vol.22(12), pp.2275-2295
02/12/2022

Abstract

Portfolio choice Supervised learning Boosted trees asset allocation
We propose an asset allocation strategy that engineers optimal weights before feeding them to a supervised learning algorithm. In contrast to the traditional approaches, the machine is able to learn risk measures, preferences, and constraints beyond simple expected returns, within a flexible, forward-looking, and non-linear framework. Our empirical analysis illustrates that predicting the optimal weights directly instead of the traditional two-step approach leads to more stable portfolios with statistically better risk-adjusted performance measures.
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Collaboration types
Industry collaboration
Domestic collaboration
Citation topics
6 Social Sciences
6.10 Economics
6.10.80 Market Interdependencies
Web of Science research areas
Business, Finance
Economics
Mathematics, Interdisciplinary Applications
Social Sciences, Mathematical Methods
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