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OPTIMAL DYNAMIC PORTFOLIO SELECTION: MULTIPERIOD MEAN-VARIANCE FORMULATION

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

Abstract

The mean-variance formulation by Markowitz in the 1950s paved a foundation for modern portfolio selection analysis in a single period. This paper considers an analytical optimal solution to the mean-variance formulation in multiperiod portfolio selection. Specifically, analytical optimal portfolio policy and analytical expression of the mean-variance efficient frontier are derived in this paper for the multiperiod mean-variance formulation. An efficient algorithm is also proposed for finding an optimal portfolio policy to maximize a utility function of the expected value and the variance of the terminal wealth.
Original languageEnglish
Pages (from-to)387-406
JournalMathematical Finance
Volume10
Issue number3
DOIs
Publication statusPublished - Jul 2000
Externally publishedYes

Research Keywords

  • Multiperiod mean-variance formulation
  • Multiperiod portfolio selection
  • Utility function

Policy Impact

  • Cited in Policy Documents

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