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We develop algorithms for inner approximating the cone of positive semidefinite matrices via linear programming and second order cone programming. Starting with an initial linear algebraic approximation suggested recently by Ahmadi and…

Optimization and Control · Mathematics 2016-03-14 Amir Ali Ahmadi , Sanjeeb Dash , Georgina Hall

Dealing with multi-objective problems by using generation methods has some interesting advantages since it provides the decision-maker with the complete information about the set of non-dominated points (Pareto front) and a clear overview…

Optimization and Control · Mathematics 2022-09-09 Mariana Mesquita-Cunha , José Rui Figueira , Ana Paula Barbosa-Póvoa

In this work, we deal with the problem of computing a comprehensive front of efficient solutions in multi-objective portfolio optimization problems in presence of sparsity constraints. We start the discussion pointing out some weaknesses of…

Optimization and Control · Mathematics 2025-09-23 Arturo Annunziata , Matteo Lapucci , Pieluigi Mansueto , Davide Pucci

In this paper we propose a problem-driven scenario generation approach to the single-period portfolio selection problem which use tail risk measures such as conditional value-at-risk. Tail risk measures are useful for quantifying potential…

Risk Management · Quantitative Finance 2019-11-14 Jamie Fairbrother , Amanda Turner , Stein Wallace

Portfolio optimization has long been dominated by covariance-based strategies, such as the Markowitz Mean-Variance framework. However, these approaches often fail to ensure a balanced risk structure across assets, leading to concentration…

Portfolio Management · Quantitative Finance 2025-08-07 Biswarup Chakraborty

A continuous-time Markowitz's mean-variance portfolio selection problem is studied in a market with one stock, one bond, and proportional transaction costs. This is a singular stochastic control problem,inherently in a finite time horizon.…

Portfolio Management · Quantitative Finance 2022-01-07 Min Dai , Zuo Quan Xu , Xun Yu Zhou

Financial portfolios are often optimized for maximum profit while subject to a constraint formulated in terms of the Conditional Value-at-Risk (CVaR). This amounts to solving a linear problem. However, in its original formulation this…

Optimization and Control · Mathematics 2014-08-13 Georg Hofmann

This paper studies the mean-variance optimal portfolio choice of an investor pre-committed to a deterministic investment policy in continuous time in a market with mean-reversion in the risk-free rate and the equity risk-premium. In the…

Mathematical Finance · Quantitative Finance 2024-03-07 Michael Preisel

The unit commitment problem is an important optimization problem in the energy industry used to compute the most economical operating schedules of power plants. Typically, this problem has to be solved repeatedly with different data but…

Optimization and Control · Mathematics 2023-12-18 Nagisa Sugishita , Andreas Grothey , Ken McKinnon

Portfolio optimization is a critical area in finance, aiming to maximize returns while minimizing risk. Metaheuristic algorithms were shown to solve complex optimization problems efficiently, with Genetic Algorithms and Particle Swarm…

Portfolio Management · Quantitative Finance 2025-03-21 Hang Kin Poon

This thesis investigates Merton's portfolio problem under two different rough Heston models, which have a non-Markovian structure. The motivation behind this choice of problem is due to the recent discovery and success of rough volatility…

Mathematical Finance · Quantitative Finance 2019-09-09 Benjamin James Duthie

In this paper, we consider the generalized low rank approximation of the correlation matrices problem which arises in the asset portfolio. We first characterize the feasible set by using the Gramian representation together with a special…

Numerical Analysis · Mathematics 2018-12-12 Xuefeng Duan , Jianchao Bai , Maojun Zhang , Xinjun Zhang

In this paper, we discuss the ambiguous chance constrained based portfolio optimization problems, in which the perturbations associated with the input parameters are stochastic in nature, but their distributions are not known precisely. We…

Optimization and Control · Mathematics 2023-11-09 Pulak Swain , Akshay Kumar Ojha

In real-life applications, most optimization problems are variants of well-known combinatorial optimization problems, including additional constraints to fit with a particular use case. Usually, efficient algorithms to handle a restricted…

Discrete Mathematics · Computer Science 2025-01-24 Sébastien Martin , Pierre Bauguion , Youcef Magnouche , Jérémie Leguay

Utility and risk are two often competing measurements on the investment success. We show that efficient trade-off between these two measurements for investment portfolios happens, in general, on a convex curve in the two dimensional space…

Portfolio Management · Quantitative Finance 2018-05-16 Stanislaus Maier-Paape , Qiji Jim Zhu

The bin packing problem exists widely in real logistic scenarios (e.g., packing pipeline, express delivery), with its goal to improve the packing efficiency and reduce the transportation cost. In this NP-hard combinatorial optimization…

Artificial Intelligence · Computer Science 2022-02-28 Jiahui Duan , Xialiang Tong , Fei Ni , Zhenan He , Lei Chen , Mingxuan Yuan

Portfolio optimization under cardinality constraints transforms the classical Markowitz mean-variance problem from a convex quadratic problem into an NP-hard combinatorial optimization problem. This paper introduces a novel approach using…

Computational Finance · Quantitative Finance 2026-01-13 Javier Mancilla , Theodoros D. Bouloumis , Frederic Goguikian

In this paper we consider the strategic asset allocation of an insurance company. This task can be seen as a special case of portfolio optimization. In the 1950s, Markowitz proposed to formulate portfolio optimization as a bicriteria…

Computational Engineering, Finance, and Science · Computer Science 2021-03-23 Kerstin Dächert , Ria Grindel , Elisabeth Leoff , Jonas Mahnkopp , Florian Schirra , Jörg Wenzel

We study a continuous-time portfolio optimization problem under an explicit constraint on the Deviation Conditional Value-at-Risk (DCVaR), defined as the difference between the CVaR and the expected terminal wealth. While the mean-CVaR…

Optimization and Control · Mathematics 2025-10-01 Jérôme Lelong , Véronique Maume-Deschamps , William Thevenot

Column generation (CG) is one of the most successful approaches for solving large-scale linear programming (LP) problems. Given an LP with a prohibitively large number of variables (i.e., columns), the idea of CG is to explicitly consider…

Optimization and Control · Mathematics 2024-04-09 Haofeng Yuan , Lichang Fang , Shiji Song