English

Data-driven Multiperiod Robust Mean-Variance Optimization

Mathematical Finance 2023-07-11 v2 Optimization and Control

Abstract

We study robust mean-variance optimization in multiperiod portfolio selection by allowing the true probability measure to be inside a Wasserstein ball centered at the empirical probability measure. Given the confidence level, the radius of the Wasserstein ball is determined by the empirical data. The numerical simulations of the US stock market provide a promising result compared to other popular strategies.

Keywords

Cite

@article{arxiv.2306.16681,
  title  = {Data-driven Multiperiod Robust Mean-Variance Optimization},
  author = {Xin Hai and Gregoire Loeper and Kihun Nam},
  journal= {arXiv preprint arXiv:2306.16681},
  year   = {2023}
}

Comments

37 pages

R2 v1 2026-06-28T11:17:32.980Z