Mean-Covariance Robust Risk Measurement

Fuente: arXiv
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Hauptverfasser: Nguyen, Viet Anh, Shafiee, Soroosh, Filipović, Damir, Kuhn, Daniel
Format: Preprint
Veröffentlicht: 2021
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author Nguyen, Viet Anh
Shafiee, Soroosh
Filipović, Damir
Kuhn, Daniel
author_facet Nguyen, Viet Anh
Shafiee, Soroosh
Filipović, Damir
Kuhn, Daniel
contents 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 the population distribution. Our approach is related to the theory of optimal transport and exhibits superior statistical and computational properties than existing models. We find that, for a large class of risk measures, mean-covariance robust portfolio optimization boils down to the Markowitz model, subject to a regularization term given in closed form. This includes the finance standards, value-at-risk and conditional value-at-risk, and can be solved highly efficiently.
format Preprint
id arxiv_https___arxiv_org_abs_2112_09959
institution arXiv
publishDate 2021
record_format arxiv
spellingShingle Mean-Covariance Robust Risk Measurement
Nguyen, Viet Anh
Shafiee, Soroosh
Filipović, Damir
Kuhn, Daniel
Portfolio Management
Optimization and Control
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 the population distribution. Our approach is related to the theory of optimal transport and exhibits superior statistical and computational properties than existing models. We find that, for a large class of risk measures, mean-covariance robust portfolio optimization boils down to the Markowitz model, subject to a regularization term given in closed form. This includes the finance standards, value-at-risk and conditional value-at-risk, and can be solved highly efficiently.
title Mean-Covariance Robust Risk Measurement
topic Portfolio Management
Optimization and Control
url https://arxiv.org/abs/2112.09959