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Authors: Jose Matias Pinto ; Rui Ferreira Neves and Nuno Horta

Affiliation: Instituto Superior Técnico, Portugal

Keyword(s): Multi-objective Optimization, Stock Market Forecast, Technical Analysis, Financial Markets, Moving Average, Time Series Prediction.

Related Ontology Subjects/Areas/Topics: Artificial Intelligence and Decision Support Systems ; Enterprise Information Systems ; Evolutionary Programming ; Strategic Decision Support Systems

Abstract: In this document, the use of a multi-objective evolutionary system to optimize an investment strategy based on the use of Moving Averages is proposed to be used on stock markets, able to yield high returns at minimal risk. Fair and established metrics are used to both evaluate the return and the risk of the optimized strategies. The Pareto Fronts obtained with the training data during the experiments conducted outperform both B&H strategy and the classical approaches that consider solely the absolute return. Additionally, the PF obtained show the inherent trade-off between risk and returns. The experimental results are evaluated using data coming from the principal world markets, namely, the main stock indexes of the most developed economies, such as: NASDAQ, S&P500, FTSE100, DAX30 and NIKKEI225. Although, the experimental results suggest that the positive connection between the gains with training and testing data, usually assumed in the single-objective proposals, is not necessaril y true for all cases. (More)

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Paper citation in several formats:
Matias Pinto, J.; Ferreira Neves, R. and Horta, N. (2014). Multi-objective Optimization of Investment Strategies - Based on Evolutionary Computation Techniques, in Volatile Environments. In Proceedings of the 16th International Conference on Enterprise Information Systems - Volume 3: ICEIS; ISBN 978-989-758-027-7; ISSN 2184-4992, SciTePress, pages 480-488. DOI: 10.5220/0004889204800488

@conference{iceis14,
author={Jose {Matias Pinto}. and Rui {Ferreira Neves}. and Nuno Horta.},
title={Multi-objective Optimization of Investment Strategies - Based on Evolutionary Computation Techniques, in Volatile Environments},
booktitle={Proceedings of the 16th International Conference on Enterprise Information Systems - Volume 3: ICEIS},
year={2014},
pages={480-488},
publisher={SciTePress},
organization={INSTICC},
doi={10.5220/0004889204800488},
isbn={978-989-758-027-7},
issn={2184-4992},
}

TY - CONF

JO - Proceedings of the 16th International Conference on Enterprise Information Systems - Volume 3: ICEIS
TI - Multi-objective Optimization of Investment Strategies - Based on Evolutionary Computation Techniques, in Volatile Environments
SN - 978-989-758-027-7
IS - 2184-4992
AU - Matias Pinto, J.
AU - Ferreira Neves, R.
AU - Horta, N.
PY - 2014
SP - 480
EP - 488
DO - 10.5220/0004889204800488
PB - SciTePress