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Related papers: Time consistency of the mean-risk problem

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It is well known that mean-variance portfolio selection is a time-inconsistent optimal control problem in the sense that it does not satisfy Bellman's optimality principle and therefore the usual dynamic programming approach fails. We…

Portfolio Management · Quantitative Finance 2012-05-23 Christoph Czichowsky

This paper studies a robust continuous-time Markowitz portfolio selection pro\-blem where the model uncertainty carries on the covariance matrix of multiple risky assets. This problem is formulated into a min-max mean-variance problem over…

Portfolio Management · Quantitative Finance 2017-03-14 Amine Ismail , Huyên Pham

We investigate discrete-time mean-variance portfolio selection problems viewed as a Markov decision process. We transform the problems into a new model with deterministic transition function for which the Bellman optimality equation holds.…

Optimization and Control · Mathematics 2025-09-23 Nicole Bäuerle , Anna Jaśkiewicz

A method for calculating multi-portfolio time consistent multivariate risk measures in discrete time is presented. Market models for $d$ assets with transaction costs or illiquidity and possible trading constraints are considered on a…

Risk Management · Quantitative Finance 2017-01-27 Zachary Feinstein , Birgit Rudloff

The classical Markowitz mean-variance model uses variance as a risk measure and calculates frontier portfolios in closed form by using standard optimization techniques. For general mean-risk models such closed form optimal portfolios are…

Mathematical Finance · Quantitative Finance 2026-03-17 Hasanjan Sayit

In the classical static optimal reinsurance problem, the cost of capital for the insurer's risk exposure determined by a monetary risk measure is minimized over the class of reinsurance treaties represented by increasing Lipschitz retained…

Risk Management · Quantitative Finance 2020-12-18 Alexander Glauner

We introduce a universal framework for mean-covariance robust risk measurement and portfolio optimization. We model uncertainty in terms of the Gelbrich distance on the mean-covariance space, along with prior structural information about…

Portfolio Management · Quantitative Finance 2025-10-02 Viet Anh Nguyen , Soroosh Shafiee , Damir Filipović , Daniel Kuhn

The paper concerns primal and dual representations as well as time consistency of set-valued dynamic risk measures. Set-valued risk measures appear naturally when markets with transaction costs are considered and capital requirements can be…

Risk Management · Quantitative Finance 2014-05-22 Zachary Feinstein , Birgit Rudloff

The aim of this paper is to study the optimal investment problem by using coherent acceptability indices (CAIs) as a tool to measure the portfolio performance. We call this problem the acceptability maximization. First, we study the…

Mathematical Finance · Quantitative Finance 2020-12-23 Gabriela Kováčová , Birgit Rudloff , Igor Cialenco

In this paper we present results on dynamic multivariate scalar risk measures, which arise in markets with transaction costs and systemic risk. Dual representations of such risk measures are presented. These are then used to obtain the main…

Risk Management · Quantitative Finance 2021-11-22 Zachary Feinstein , Birgit Rudloff

We consider the issue of solution uniqueness for portfolio optimization problem and its inverse for asset returns with a finite number of possible scenarios. The risk is assessed by deviation measures introduced by [Rockafellar et al.,…

Portfolio Management · Quantitative Finance 2020-10-09 Bogdan Grechuk , Andrzej Palczewski , Jan Palczewski

Time-consistency is an essential requirement in risk sensitive optimal control problems to make rational decisions. An optimization problem is time consistent if its solution policy does not depend on the time sequence of solving the…

Optimization and Control · Mathematics 2015-03-26 Yinlam Chow , Marco Pavone

The Markowitz mean-variance portfolio optimization model aims to balance expected return and risk when investing. However, there is a significant limitation when solving large portfolio optimization problems efficiently: the large and dense…

Portfolio Management · Quantitative Finance 2023-06-23 Cassidy K. Buhler , Hande Y. Benson

This paper studies a continuous-time market where an agent, having specified an investment horizon and a targeted terminal mean return, seeks to minimize the variance of the return. The optimal portfolio of such a problem is called…

Probability · Mathematics 2008-12-02 Xun Li , Xun Yu Zhou

In this paper we consider a generalization of the Markowitz's Mean-Variance model under linear transaction costs and cardinality constraints. The cardinality constraints are used to limit the number of assets in the optimal portfolio. The…

Computational Engineering, Finance, and Science · Computer Science 2014-04-15 Mahdi Moeini

Bellman formulated a vague principle for optimization over time, which characterizes optimal policies by stating that a decision maker should not regret previous decisions retrospectively. This paper addresses time consistency in stochastic…

Optimization and Control · Mathematics 2019-06-13 Alois Pichler , Alexander Shapiro

We consider an investor facing a classical portfolio problem of optimal investment in a log-Brownian stock and a fixed-interest bond, but constrained to choose portfolio and consumption strategies that reduce a dynamic shortfall risk…

Portfolio Management · Quantitative Finance 2017-08-04 Imke Redeker , Ralf Wunderlich

We consider an incomplete market with a nontradable stochastic factor and a continuous time investment problem with an optimality criterion based on monotone mean-variance preferences. We formulate it as a stochastic differential game…

Portfolio Management · Quantitative Finance 2023-04-25 Jakub Trybuła , Dariusz Zawisza

This paper studies the continuous time mean-variance portfolio selection problem with one kind of non-linear wealth dynamics. To deal the expectation constraint, an auxiliary stochastic control problem is firstly solved by two new…

Mathematical Finance · Quantitative Finance 2022-11-03 Shaolin Ji , Hanqing Jin , Xiaomin Shi

Since Markowitz's mean-variance framework, optimizing a portfolio that maximizes the profit and minimizes the risk has been ubiquitous in the financial industry. Initially, profit and risk were measured by the first two moments of the…

Signal Processing · Electrical Eng. & Systems 2023-09-12 Xiwen Wang , Rui Zhou , Jiaxi Ying , Daniel P. Palomar
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