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Optimal mean - variance portfolios under NSD efficiency constraints

The result's identifiers

  • Result code in IS VaVaI

    <a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F00216208%3A11320%2F14%3A10282956" target="_blank" >RIV/00216208:11320/14:10282956 - isvavai.cz</a>

  • Result on the web

    <a href="http://www.ekf.vsb.cz/rmfr/cs/sbornik/" target="_blank" >http://www.ekf.vsb.cz/rmfr/cs/sbornik/</a>

  • DOI - Digital Object Identifier

Alternative languages

  • Result language

    angličtina

  • Original language name

    Optimal mean - variance portfolios under NSD efficiency constraints

  • Original language description

    This paper deals with new types of optimization problems when minimizing variance of portfolios which have at least the required mean return and, moreover, are classified as efficient with respect to a particular order of stochastic dominance (SD) criterion. These problems can be seen as generalizations of classical mean-variance models, where a risk measure (variance) is minimized under condition on portfolio mean return. The crucial condition on the stochastic dominance efficiency is expressed in terms of existence of "optimal" utility function, such that a feasible portfolio is a maximizer of expected utility when the "optimal" utility function is used. It means that new problems find portfolios having minimal variance with at least minimal requiredmean return and being the optimal solution of maximizing expected utility problems for at least one utility function that obeys the particular SD rules.

  • Czech name

  • Czech description

Classification

  • Type

    D - Article in proceedings

  • CEP classification

    BB - Applied statistics, operational research

  • OECD FORD branch

Result continuities

  • Project

    <a href="/en/project/GAP402%2F12%2F0558" target="_blank" >GAP402/12/0558: Efficiency and risk control in decision making</a><br>

  • Continuities

    I - Institucionalni podpora na dlouhodoby koncepcni rozvoj vyzkumne organizace

Others

  • Publication year

    2014

  • Confidentiality

    S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Data specific for result type

  • Article name in the collection

    Proceedings of Managing and Modelling of Financial Risks

  • ISBN

    978-80-248-3631-7

  • ISSN

  • e-ISSN

  • Number of pages

    6

  • Pages from-to

    387-392

  • Publisher name

    VŠB-Technická univerzita Ostrava

  • Place of publication

    Ostrava

  • Event location

    Ostrava

  • Event date

    Sep 8, 2014

  • Type of event by nationality

    EUR - Evropská akce

  • UT code for WoS article