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Continuous-time optimal portfolio selection using mean-CaR models

Research output: Journal Publications and ReviewsRGC 21 - Publication in refereed journalpeer-review

Abstract

This paper studies continuous-time optimal portfolio selection under the setting of Black-Scholes financial markets and constant re-balanced portfolio (CRP) investment strategies. Three mean-CaR models are formulated, which minimize the risk measured by capital-at-risk (CaR) under the constraint that the expected terminal wealth is not lower than a pre-assigned level. These models are converted into bi-level optimization problems by virtue of a decomposition of the feasible solution set and, as a result, explicit optimal strategies and efficient frontiers are obtained in closed-form. A comparison of the three mean-CaR models and a numerical example illustrating the results are presented. Some economic implications of the results are also examined.
Original languageEnglish
Pages (from-to)35-49
JournalNonlinear Dynamics and Systems Theory
Volume7
Issue number1
Publication statusPublished - Mar 2007

Bibliographical note

Publication details (e.g. title, author(s), publication statuses and dates) are captured on an “AS IS” and “AS AVAILABLE” basis at the time of record harvesting from the data source. Suggestions for further amendments or supplementary information can be sent to [email protected].

Research Keywords

  • Black Scholes financial markets
  • Capital-at-Risk (CaR)
  • Constant-rebalanced portfolios (CRP)
  • Continuous-time portfolio selection
  • Mean-CaR models

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