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This paper proposes analytic forms of portfolio CoVaR and CoCVaR on the normal tempered stable market model. Since CoCVaR captures the relative risk of the portfolio with respect to a benchmark return, we apply it to the relative portfolio…

投资组合管理 · 定量金融 2023-03-29 Young Shin Kim

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…

投资组合管理 · 定量金融 2025-08-07 Biswarup Chakraborty

This paper uses simulation-based portfolio optimization to mitigate the left tail risk of the portfolio. The contribution is twofold. (i) We propose the Markov regime-switching GARCH model with multivariate normal tempered stable innovation…

风险管理 · 定量金融 2023-02-03 Cheng Peng , Young Shin Kim , Stefan Mittnik

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to managing the Value at Risk (VaR) assuming a heavy tailed distribution of…

投资组合管理 · 定量金融 2020-12-02 Subhojit Biswas , Mrinal K. Ghosh , Diganta Mukherjee

This paper is devoted to study the optimal portfolio problem. Harry Markowitz's Ph.D. thesis prepared the ground for the mathematical theory of finance. In modern portfolio theory, we typically find asset returns that are modeled by a…

投资组合管理 · 定量金融 2014-06-30 Hassan Omidi Firouzi , Andrew Luong

We consider the problem of portfolio selection within the classical Markowitz mean-variance framework, reformulated as a constrained least-squares regression problem. We propose to add to the objective function a penalty proportional to the…

投资组合管理 · 定量金融 2013-01-01 Joshua Brodie , Ingrid Daubechies , Christine De Mol , Domenico Giannone , Ignace Loris

This paper explores option portfolio optimization when the underlying returns are skew-elliptical t-distributed. We use the variance and value at risk (VaR) to measure portfolio risk. The novelty of our work is the departure from the…

投资组合管理 · 定量金融 2026-05-01 Kyle Sung , Traian A. Pirvu

This paper proposes a new method for financial portfolio optimization based on reducing simultaneous asset shocks across a collection of assets. This may be understood as an alternative approach to risk reduction in a portfolio based on a…

投资组合管理 · 定量金融 2023-03-10 Nick James , Max Menzies , Jennifer Chan

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to the Value at Risk assuming a heavy tail distribution of the stock prices…

投资组合管理 · 定量金融 2020-12-02 Subhojit Biswas , Diganta Mukherjee

The measure of portfolio risk is an important input of the Markowitz framework. In this study, we explored various methods to obtain a robust covariance estimators that are less susceptible to financial data noise. We evaluated the…

投资组合管理 · 定量金融 2024-06-04 Qiqin Zhou

We study the design of portfolios under a minimum risk criterion. The performance of the optimized portfolio relies on the accuracy of the estimated covariance matrix of the portfolio asset returns. For large portfolios, the number of…

投资组合管理 · 定量金融 2016-01-20 Liusha Yang , Romain Couillet , Matthew R. McKay

In this paper, we revisit the relationship between investors' utility functions and portfolio allocation rules. We derive portfolio allocation rules for asymmetric Laplace distributed $ALD(\mu,\sigma,\kappa)$ returns and compare them with…

投资组合管理 · 定量金融 2023-11-14 Maxime Markov , Vladimir Markov

This paper addresses the importance of incorporating various risk measures in portfolio management and proposes a dynamic hybrid portfolio optimization model that combines the spectral risk measure and the Value-at-Risk in the mean-variance…

投资组合管理 · 定量金融 2023-04-12 Weiping Wu , Yu Lin , Jianjun Gao , Ke Zhou

Risk control and optimal diversification constitute a major focus in the finance and insurance industries as well as, more or less consciously, in our everyday life. We present a discussion of the characterization of risks and of the…

统计力学 · 物理学 2015-06-25 Didier Sornette

This paper explores the practical approach to portfolio selection methods for investments. The study delves into portfolio theory, discussing concepts such as expected return, variance, asset correlation, and opportunity sets. It also…

投资组合管理 · 定量金融 2024-10-16 Carlos Minutti-Martinez

The mean-variance portfolio model, based on the risk-return trade-off for optimal asset allocation, remains foundational in portfolio optimization. However, its reliance on restrictive assumptions about asset return distributions limits its…

投资组合管理 · 定量金融 2025-04-17 Savita Pareek , Sujit K. Ghosh

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…

投资组合管理 · 定量金融 2025-10-02 Viet Anh Nguyen , Soroosh Shafiee , Damir Filipović , Daniel Kuhn

We show how to reduce the problem of computing VaR and CVaR with Student T return distributions to evaluation of analytical functions of the moments. This allows an analysis of the risk properties of systems to be carefully attributed…

投资组合管理 · 定量金融 2011-03-01 William T. Shaw

Obtaining reliable estimates of conditional covariance matrices is an important task of heteroskedastic multivariate time series. In portfolio optimization and financial risk management, it is crucial to provide measures of uncertainty and…

统计方法学 · 统计学 2022-09-19 Davide Ravagli , Georgi N. Boshnakov

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,…

投资组合管理 · 定量金融 2024-05-28 Adil Rengim Cetingoz , Olivier Guéant
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