most citedPortfolio Performance Attribution via Shapley Value

5 citations · 8 across the 5 of their papers we have counts for

collaborators

6 papers

math.OC2021

Allocation of Fungible Resources via a Fast, Scalable Price Discovery Method

Akshay Agrawal, Stephen Boyd, Deepak Narayanan +2

We consider the problem of assigning or allocating resources to a set of jobs. We consider the case when the resources are fungible, that is, the job can be done with any mix of th…

q-fin.CP20215 cited

Portfolio Performance Attribution via Shapley Value

Nicholas Moehle, Stephen Boyd, Andrew Ang

We consider an investment process that includes a number of features, each of which can be active or inactive. Our goal is to attribute or decompose an achieved performance to each…

q-fin.PM20211 cited

Portfolio Construction Using Stratified Models

Jonathan Tuck, Shane Barratt, Stephen Boyd

In this paper we develop models of asset return mean and covariance that depend on some observable market conditions, and use these to construct a trading policy that depends on th…

stat.ML2021

Covariance Prediction via Convex Optimization

Shane Barratt, Stephen Boyd

We consider the problem of predicting the covariance of a zero mean Gaussian vector, based on another feature vector. We describe a covariance predictor that has the form of a gene…

stat.ML20212 cited

Low Rank Forecasting

Shane Barratt, Yining Dong, Stephen Boyd

We consider the problem of forecasting multiple values of the future of a vector time series, using some past values. This problem, and related ones such as one-step-ahead predicti…

math.OC2021

A Certainty Equivalent Merton Problem

Nicholas Moehle, Stephen Boyd

The Merton problem is the well-known stochastic control problem of choosing consumption over time, as well as an investment mix, to maximize expected constant relative risk aversio…