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This paper studies dynamic mean-variance (MV) asset allocation problems in general incomplete markets. Besides of the conventional MV objective on portfolio's terminal wealth, our framework can accommodate running MV objectives with general…

数理金融 · 定量金融 2024-12-25 Qian Lei , Chi Seng Pun , Jingxiang Tang

We introduce the class of multistage stochastic optimization problems with a random number of stages. For such problems, we show how to write dynamic programming equations and detail the Stochastic Dual Dynamic Programming algorithm to…

最优化与控制 · 数学 2019-07-18 Vincent Guigues

Prediction models are traditionally optimized independently from their use in the asset allocation decision-making process. We address this shortcoming and present a framework for integrating regression prediction models in a mean-variance…

投资组合管理 · 定量金融 2022-12-01 Andrew Butler , Roy H. Kwon

The paper solves the problem of optimal portfolio choice when the parameters of the asset returns distribution, like the mean vector and the covariance matrix are unknown and have to be estimated by using historical data of the asset…

统计金融 · 定量金融 2023-04-19 David Bauder , Taras Bodnar , Nestor Parolya , Wolfgang Schmid

We approach the continuous-time mean-variance (MV) portfolio selection with reinforcement learning (RL). The problem is to achieve the best tradeoff between exploration and exploitation, and is formulated as an entropy-regularized, relaxed…

投资组合管理 · 定量金融 2019-05-07 Haoran Wang , Xun Yu Zhou

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…

最优化与控制 · 数学 2018-02-06 Tianxiao Wang

We investigate a portfolio selection problem involving multi competitive agents, each exhibiting mean-variance preferences. Unlike classical models, each agent's utility is determined by their relative wealth compared to the average wealth…

最优化与控制 · 数学 2025-11-10 Guojiang Shao , Zuo Quan Xu , Qi Zhang

The classical mean-variance portfolio selection problem induces time-inconsistent (precommited) strategies (see Zhou and Li (2000)). To overcome this time-inconsistency, Basak and Chabakauri (2010) introduce the game theoretical approach…

数理金融 · 定量金融 2023-05-26 Mengge Li , Shuaijie Qian , Chao Zhou

This paper focuses on a dynamic multi-asset mean-variance portfolio selection problem under model uncertainty. We develop a continuous time framework for taking into account ambiguity aversion about both expected return rates and…

投资组合管理 · 定量金融 2021-12-02 Huyen Pham , Xiaoli Wei , Chao Zhou

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.…

最优化与控制 · 数学 2025-09-23 Nicole Bäuerle , Anna Jaśkiewicz

Dynamic optimization of mean and variance in Markov decision processes (MDPs) is a long-standing challenge caused by the failure of dynamic programming. In this paper, we propose a new approach to find the globally optimal policy for…

最优化与控制 · 数学 2023-02-28 Li Xia , Shuai Ma

This paper explores the mean-variance portfolio selection problem in a multi-period financial market characterized by regime-switching dynamics and uncontrollable liabilities. To address the uncertainty in the decision-making process within…

最优化与控制 · 数学 2025-09-04 Zhongqin Gao , Ping Chen , Xun Li , Yan Lv , Wenhao Zhang

This paper studies the risk-averse mean-variance optimization in infinite-horizon discounted Markov decision processes (MDPs). The involved variance metric concerns reward variability during the whole process, and future deviations are…

最优化与控制 · 数学 2022-01-19 Shuai Ma , Xiaoteng Ma , Li Xia

Value-at-Risk is one of the most popular risk management tools in the financial industry. Over the past 20 years several attempts to include VaR in the portfolio selection process have been proposed. However, using VaR as a risk measure in…

投资组合管理 · 定量金融 2021-11-19 Francesco Cesarone , Manuel L Martino , Fabio Tardella

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…

投资组合管理 · 定量金融 2020-01-30 Bingyan Han , Hoi Ying Wong

Robust optimization provides a principled framework for decision-making under uncertainty, with broad applications in finance, engineering, and operations research. In portfolio optimization, uncertainty in expected returns and covariances…

统计金融 · 定量金融 2025-10-15 Daniel Cunha Oliveira , Grover Guzman , Nick Firoozye

In this paper, we tackle the dynamic mean-variance portfolio selection problem in a {\it model-free} manner, based on (generative) diffusion models. We propose using data sampled from the real model $\mathbb P$ (which is unknown) with…

投资组合管理 · 定量金融 2025-09-03 Ahmad Aghapour , Erhan Bayraktar , Fengyi Yuan

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

投资组合管理 · 定量金融 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

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…

数理金融 · 定量金融 2022-05-16 Tian Chen , Ruyi Liu , Zhen Wu

Mean-variance portfolio optimization problems often involve separable nonconvex terms, including penalties on capital gains, integer share constraints, and minimum position and trade sizes. We propose a heuristic algorithm for such problems…

最优化与控制 · 数学 2022-07-04 Nicholas Moehle , Jack Gindi , Stephen Boyd , Mykel Kochenderfer