• DocumentCode
    2161055
  • Title

    Multi-period mean-variance portfolio optimization with intertemporal constraints

  • Author

    Costa, O.L.V. ; Nabholz, R.B.

  • Author_Institution
    Dept. de Eng. de Telecomunicac oes e Controle, Escola Politec. da Univ. de Sao Paulo, Sao Paulo, Brazil
  • fYear
    2007
  • fDate
    2-5 July 2007
  • Firstpage
    3969
  • Lastpage
    3976
  • Abstract
    In this paper we investigate mean variance optimization problems that arise in portfolio selection. Restrictions on intermediate expected values or variances of the portfolio are considered in the optimization problem. Some explicit procedures for obtaining the solution of the problems are presented. The main advantage of this technique is that it is possible to control the intermediate behavior of a portfolio´s return or variance. Some examples illustrating these situations are presented.
  • Keywords
    investment; optimisation; intertemporal constraints; mean variance optimization problems; multiperiod mean variance portfolio optimization; portfolio return; portfolio selection; Bismuth; Equations; Optimization; Portfolios; Resource management; Silicon; Vectors;
  • fLanguage
    English
  • Publisher
    ieee
  • Conference_Titel
    Control Conference (ECC), 2007 European
  • Conference_Location
    Kos
  • Print_ISBN
    978-3-9524173-8-6
  • Type

    conf

  • Filename
    7068550