Mirror Descent Algorithms for Risk Budgeting Portfolios

Fuente: arXiv
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Auteurs principaux: Iglesias, Martin Arnaiz, Cetingoz, Adil Rengim, Frikha, Noufel
Format: Preprint
Publié: 2024
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author Iglesias, Martin Arnaiz
Cetingoz, Adil Rengim
Frikha, Noufel
author_facet Iglesias, Martin Arnaiz
Cetingoz, Adil Rengim
Frikha, Noufel
contents This paper introduces and examines numerical approximation schemes for computing risk budgeting portfolios associated to positive homogeneous and sub-additive risk measures. We employ Mirror Descent algorithms to determine the optimal risk budgeting weights in both deterministic and stochastic settings, establishing convergence along with an explicit non-asymptotic quantitative rate for the averaged algorithm. A comprehensive numerical analysis follows, illustrating our theoretical findings across various risk measures -- including standard deviation, Expected Shortfall, deviation measures, and Variantiles -- and comparing the performance with that of the standard stochastic gradient descent method recently proposed in the literature.
format Preprint
id arxiv_https___arxiv_org_abs_2411_12323
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Mirror Descent Algorithms for Risk Budgeting Portfolios
Iglesias, Martin Arnaiz
Cetingoz, Adil Rengim
Frikha, Noufel
Portfolio Management
Probability
Risk Management
This paper introduces and examines numerical approximation schemes for computing risk budgeting portfolios associated to positive homogeneous and sub-additive risk measures. We employ Mirror Descent algorithms to determine the optimal risk budgeting weights in both deterministic and stochastic settings, establishing convergence along with an explicit non-asymptotic quantitative rate for the averaged algorithm. A comprehensive numerical analysis follows, illustrating our theoretical findings across various risk measures -- including standard deviation, Expected Shortfall, deviation measures, and Variantiles -- and comparing the performance with that of the standard stochastic gradient descent method recently proposed in the literature.
title Mirror Descent Algorithms for Risk Budgeting Portfolios
topic Portfolio Management
Probability
Risk Management
url https://arxiv.org/abs/2411.12323