English

Using Column Generation to Solve Extensions to the Markowitz Model

Optimization and Control 2019-06-25 v4 Portfolio Management

Abstract

We introduce a solution scheme for portfolio optimization problems with cardinality constraints. Typical portfolio optimization problems are extensions of the classical Markowitz mean-variance portfolio optimization model. We solve such type of problems using a method similar to column generation. In this scheme, the original problem is restricted to a subset of the assets resulting in a master convex quadratic problem. Then the dual information of the master problem is used in a sub-problem to propose more assets to consider. We also consider other extensions to the Markowitz model to diversify the portfolio selection within the given intervals for active weights.

Keywords

Cite

@article{arxiv.1812.00093,
  title  = {Using Column Generation to Solve Extensions to the Markowitz Model},
  author = {Lorenz M. Roebers and Aras Selvi and Juan C. Vera},
  journal= {arXiv preprint arXiv:1812.00093},
  year   = {2019}
}

Comments

16 pages, 3 figures, 2 tables, 1 pseudocode

R2 v1 2026-06-23T06:27:37.083Z