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Quantum-inspired meta-heuristic approaches for a constrained portfolio optimization problem

The result's identifiers

  • Result code in IS VaVaI

    <a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F61989100%3A27240%2F24%3A10260361" target="_blank" >RIV/61989100:27240/24:10260361 - isvavai.cz</a>

  • Result on the web

    <a href="https://link.springer.com/article/10.1007/s12065-024-00929-4" target="_blank" >https://link.springer.com/article/10.1007/s12065-024-00929-4</a>

  • DOI - Digital Object Identifier

    <a href="http://dx.doi.org/10.1007/s12065-024-00929-4" target="_blank" >10.1007/s12065-024-00929-4</a>

Alternative languages

  • Result language

    angličtina

  • Original language name

    Quantum-inspired meta-heuristic approaches for a constrained portfolio optimization problem

  • Original language description

    Portfolio optimization has long been a challenging proposition and a widely studied topic in finance and management. It involves selecting and allocating the right assets according to the desired objectives. It has been found that this nonlinear constraint problem cannot be effectively solved using a traditional approach. This paper covers and compares quantum-inspired versions of four popular evolutionary techniques with three benchmark datasets. Genetic algorithm, differential evolution, particle swarm optimization, ant colony optimization, and their quantum-inspired incarnations are implemented, and the results are compared. Experiments have been carried out with more than 10 years of stock price data from NASDAQ, BSE, and Dow Jones. This work proposes several enhancements to allocate funds efficiently, such as improved crossover techniques and dynamic and adaptive selection of parameters. Furthermore, it is observed that the quantum-inspired techniques outperform the classical counterparts.

  • Czech name

  • Czech description

Classification

  • Type

    J<sub>imp</sub> - Article in a specialist periodical, which is included in the Web of Science database

  • CEP classification

  • OECD FORD branch

    10201 - Computer sciences, information science, bioinformathics (hardware development to be 2.2, social aspect to be 5.8)

Result continuities

  • Project

  • Continuities

    S - Specificky vyzkum na vysokych skolach

Others

  • Publication year

    2024

  • Confidentiality

    S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Data specific for result type

  • Name of the periodical

    Evolutionary Intelligence

  • ISSN

    1864-5909

  • e-ISSN

    1864-5917

  • Volume of the periodical

    17

  • Issue of the periodical within the volume

    March

  • Country of publishing house

    DE - GERMANY

  • Number of pages

    40

  • Pages from-to

    nestránkováno

  • UT code for WoS article

    001190462000003

  • EID of the result in the Scopus database