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Motivated by recent advances in the spectral theory of auto-covariance matrices, we are led to revisit a reformulation of Markowitz' mean-variance portfolio optimization approach in the time domain. In its simplest incarnation it applies to…

Portfolio Management · Quantitative Finance 2016-06-22 Peter A. Bebbington , Reimer Kuehn

Choosing a portfolio of risky assets over time that maximizes the expected return at the same time as it minimizes portfolio risk is a classical problem in Mathematical Finance and is referred to as the dynamic Markowitz problem (when the…

Mathematical Finance · Quantitative Finance 2020-01-20 Gabriela Kováčová , Birgit Rudloff

We present the unified market-based description of returns and variances of the trades with shares of a particular security, of the trades with shares of all securities in the market, and of the trades with the market portfolio. We consider…

General Economics · Economics 2025-10-16 Victor Olkhov

More than seventy years ago Harry Markowitz formulated portfolio construction as an optimization problem that trades off expected return and risk, defined as the standard deviation of the portfolio returns. Since then the method has been…

Portfolio Management · Quantitative Finance 2024-01-11 Stephen Boyd , Kasper Johansson , Ronald Kahn , Philipp Schiele , Thomas Schmelzer

Markowitz (1952, 1959) laid down the ground-breaking work on the mean-variance analysis. Under his framework, the theoretical optimal allocation vector can be very different from the estimated one for large portfolios due to the intrinsic…

Portfolio Management · Quantitative Finance 2008-12-16 Jianqing Fan , Jingjin Zhang , Ke Yu

In this paper, we propose a new class of optimization problems, which maximize the terminal wealth and accumulated consumption utility subject to a mean variance criterion controlling the final risk of the portfolio. The multiple-objective…

Mathematical Finance · Quantitative Finance 2020-11-30 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

Traditional Markowitz portfolio optimization constrains daily portfolio variance to a target value, optimising returns, Sharpe or variance within this constraint. However, this approach overlooks the relationship between variance at…

Portfolio Management · Quantitative Finance 2024-11-22 Revant Nayar , Raphael Douady

The Markowitz problem consists of finding in a financial market a self-financing trading strategy whose final wealth has maximal mean and minimal variance. We study this in continuous time in a general semimartingale model and under cone…

Portfolio Management · Quantitative Finance 2012-06-04 Christoph Czichowsky , Martin Schweizer

Given two random realized returns on an investment, which is to be preferred? This is a fundamental problem in finance that has no definitive solution except in the case one investment always returns more than the other. In 1952 Markowitz…

Portfolio Management · Quantitative Finance 2020-09-24 Keith A. Lewis

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

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

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

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

Designing an optimum portfolio that allocates weights to its constituent stocks in a way that achieves the best trade-off between the return and the risk is a challenging research problem. The classical mean-variance theory of portfolio…

Portfolio Management · Quantitative Finance 2021-07-26 Jaydip Sen , Sidra Mehtab

Optimal capital allocation between different assets is an important financial problem, which is generally framed as the portfolio optimization problem. General models include the single-period and multi-period cases. The traditional…

Portfolio Management · Quantitative Finance 2019-03-18 Masoud Fekri , Babak Barazandeh

Portfolio optimization methods have evolved significantly since Markowitz introduced the mean-variance framework in 1952. While the theoretical appeal of this approach is undeniable, its practical implementation poses important challenges,…

Portfolio Management · Quantitative Finance 2024-05-28 Adil Rengim Cetingoz , Olivier Guéant

The main purpose of this study is the determination of the optimal length of the historical data for the estimation of statistical parameters in Markowitz Portfolio Optimization. We present a trading simulation using Markowitz method, for a…

Portfolio Management · Quantitative Finance 2012-10-23 Ertugrul Bayraktar , Ayse Humeyra Bilge

Under mean-variance-utility framework, we propose a new portfolio selection model, which allows wealth and time both have influences on risk aversion in the process of investment. We solved the model under a game theoretic framework and…

Portfolio Management · Quantitative Finance 2020-08-11 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

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

With the good development in the financial industry, the market starts to catch people's eyes, not only by the diversified investing choices ranging from bonds and stocks to futures and options but also by the general "high-risk,…

General Finance · Quantitative Finance 2020-07-03 Qingyin Ge , Yunuo Ma , Yuezhi Liao , Rongyu Li , Tianle Zhu