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Multistage portfolio optimization with risk premium contraints

The result's identifiers

  • Result code in IS VaVaI

    <a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F00216208%3A11320%2F15%3A10313831" target="_blank" >RIV/00216208:11320/15:10313831 - isvavai.cz</a>

  • Result on the web

  • DOI - Digital Object Identifier

Alternative languages

  • Result language

    angličtina

  • Original language name

    Multistage portfolio optimization with risk premium contraints

  • Original language description

    A multistage stochastic optimization is a tool which enables to manage portfolio in constantly changing financial markets by periodically re-balancing its structure in order to achieve desired target. This paper presents a decision-making process where the objective function is to maximize investor's expected utility over a finite time horizon, namely we consider a class of non- separable multivariate utility functions. Features of utility functions already contain the information on investor's risk attitude thus basically no risk con- straints are necessary. However, the solution cannot guarantee that the investor does not find herself in an undesirably risky position within the investment horizon. We therefore suggest a reformulation of the underlying problem by adding an extra constraint on an upper bound of risk premiums. The performance of the suggested model is demonstrated by optimizing the allocation of wealth at each time instance to two different assets one of which is assume

  • 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/GBP402%2F12%2FG097" target="_blank" >GBP402/12/G097: DYME-Dynamic Models in Economics</a><br>

  • Continuities

    P - Projekt vyzkumu a vyvoje financovany z verejnych zdroju (s odkazem do CEP)

Others

  • Publication year

    2015

  • 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 33rd International Conference Mathematical Methods in Economics

  • ISBN

    978-80-261-0539-8

  • ISSN

  • e-ISSN

  • Number of pages

    6

  • Pages from-to

    635-640

  • Publisher name

    University of West Bohemia

  • Place of publication

    Plzeň

  • Event location

    Cheb

  • Event date

    Sep 9, 2015

  • Type of event by nationality

    CST - Celostátní akce

  • UT code for WoS article