English

Schur Complementary Allocation: A Unification of Hierarchical Risk Parity and Minimum Variance Portfolios

Portfolio Management 2024-11-12 v1 Mathematical Finance

Abstract

Despite many attempts to make optimization-based portfolio construction in the spirit of Markowitz robust and approachable, it is far from universally adopted. Meanwhile, the collection of more heuristic divide-and-conquer approaches was revitalized by Lopez de Prado where Hierarchical Risk Parity (HRP) was introduced. This paper reveals the hidden connection between these seemingly disparate approaches.

Keywords

Cite

@article{arxiv.2411.05807,
  title  = {Schur Complementary Allocation: A Unification of Hierarchical Risk Parity and Minimum Variance Portfolios},
  author = {Peter Cotton},
  journal= {arXiv preprint arXiv:2411.05807},
  year   = {2024}
}