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Several portfolio selection models take into account practical limitations on the number of assets to include and on their weights in the portfolio. We present here a study of the Limited Asset Markowitz (LAM), of the Limited Asset Mean…

Portfolio Management · Quantitative Finance 2019-05-08 Francesco Cesarone , Andrea Scozzari , Fabio Tardella

We consider a group of mean-variance investors with mimicking desire such that each investor is willing to penalize deviations of his portfolio composition from compositions of other group members. Penalizing norm constraints are already…

Portfolio Management · Quantitative Finance 2023-04-19 Vasyl Golosnoy , Nestor Parolya

In this paper, we consider a continuous-time mean-variance portfolio selection with regime-switching and random horizon. Unlike previous works, the dynamic of assets are described by non-Markovian regime-switching models in the sense that…

Mathematical Finance · Quantitative Finance 2022-05-16 Tian Chen , Ruyi Liu , Zhen Wu

In this paper, we solve portfolio rebalancing problem when security returns are represented by uncertain variables considering transaction costs. The performance of the proposed model is studied using constant-proportion portfolio insurance…

Portfolio Management · Quantitative Finance 2018-12-20 Mostafa Zandieh , Seyed Omid Mohaddesi

In his famous paper, Markowitz (1952) derived the dependence of portfolio random returns on the random returns of its securities. This result allowed Markowitz to obtain his famous expression for portfolio variance. We show that Markowitz's…

General Economics · Economics 2025-08-12 Victor Olkhov

Asset allocation is an investment strategy that aims to balance risk and reward by constantly redistributing the portfolio's assets according to certain goals, risk tolerance, and investment horizon. Unfortunately, there is no simple…

Portfolio Management · Quantitative Finance 2022-08-16 Ricard Durall

Stochastic algorithms are among the best for solving computationally hard search and reasoning problems. The runtime of such procedures is characterized by a random variable. Different algorithms give rise to different probability…

Artificial Intelligence · Computer Science 2013-02-08 Carla P. Gomes , Bart Selman

Insurance companies make extensive use of Monte Carlo simulations in their capital and solvency models. To overcome the computational problems associated with Monte Carlo simulations, most large life insurance companies use proxy models…

Computational Finance · Quantitative Finance 2023-06-22 Lucio Fernandez-Arjona

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

We propose an alternative linearization to the classical Markowitz quadratic portfolio optimization model, based on maximum drawdown. This model, which minimizes maximum portfolio drawdown, is particularly appealing during times of…

Portfolio Management · Quantitative Finance 2024-01-08 Albert Dorador

In this paper we propose and discuss different 0-1 linear models in order to solve the cardinality constrained portfolio problem by using factor models. Factor models are used to build portfolios to track indexes, together with other…

Portfolio Management · Quantitative Finance 2020-03-19 Juan Francisco Monge

This paper studies the multi-period mean-variance portfolio allocation problem with transaction costs. Many methods have been proposed these last years to challenge the famous uni-period Markowitz strategy.But these methods cannot integrate…

Portfolio Management · Quantitative Finance 2023-06-21 Areski Cousin , Jérôme Lelong , Tom Picard

We consider the mean--variance portfolio optimization problem under the game theoretic framework and without risk-free assets. The problem is solved semi-explicitly by applying the extended Hamilton--Jacobi--Bellman equation. Although the…

Portfolio Management · Quantitative Finance 2016-02-17 Chi Kin Lam , Yuhong Xu , Guosheng Yin

In this paper we present an evolutionary optimization approach to solve the risk parity portfolio selection problem. While there exist convex optimization approaches to solve this problem when long-only portfolios are considered, the…

Portfolio Management · Quantitative Finance 2015-04-14 Ronald Hochreiter

Motivated by empirical evidence for rough volatility models, this paper investigates continuous-time mean-variance (MV) portfolio selection under the Volterra Heston model. Due to the non-Markovian and non-semimartingale nature of the…

Portfolio Management · Quantitative Finance 2020-01-30 Bingyan Han , Hoi Ying Wong

In this paper, both dynamic mean-variance portfolio selection problems and dynamic variance hedging problems are discussed under non-Markovian framework. Explicit closed-loop equilibrium strategies of these problems are respectively…

Optimization and Control · Mathematics 2018-02-06 Tianxiao Wang

We study a variant of classical clustering formulations in the context of algorithmic fairness, known as diversity-aware clustering. In this variant we are given a collection of facility subsets, and a solution must contain at least a…

Data Structures and Algorithms · Computer Science 2022-10-25 Suhas Thejaswi , Ameet Gadekar , Bruno Ordozgoiti , Michal Osadnik

This article develops the theory of risk budgeting portfolios, when we would like to impose weight constraints. It appears that the mathematical problem is more complex than the traditional risk budgeting problem. The formulation of the…

Portfolio Management · Quantitative Finance 2019-02-18 Jean-Charles Richard , Thierry Roncalli

The cardinality-constrained mean-variance portfolio problem has garnered significant attention within contemporary finance due to its potential for achieving low risk while effectively managing risks and transaction costs. Instead of…

Optimization and Control · Mathematics 2024-07-15 Ahmad Mousavi , George Michailidis

Selecting the optimal Markowitz porfolio depends on estimating the covariance matrix of the returns of $N$ assets from $T$ periods of historical data. Problematically, $N$ is typically of the same order as $T$, which makes the sample…

Applications · Statistics 2020-12-29 Raj Agrawal , Uma Roy , Caroline Uhler
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