English

Time-consistency in the mean-variance problem: A new perspective

Optimization and Control 2025-09-23 v1

Abstract

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. In this way, we can solve the problem recursively and obtain a time-consistent solution, that is an optimal solution that meets the Bellman optimality principle. We apply our technique for solving explicitly a more general framework.

Keywords

Cite

@article{arxiv.2301.11218,
  title  = {Time-consistency in the mean-variance problem: A new perspective},
  author = {Nicole Bäuerle and Anna Jaśkiewicz},
  journal= {arXiv preprint arXiv:2301.11218},
  year   = {2025}
}
R2 v1 2026-06-28T08:21:51.628Z