Gah-Yi Vahn

  1. Estimation error reduction in portfolio optimization with Conditional Value-at-Risk.

    Authors: Noureddine El Karoui, Andrew E. B. Lim, Gah-Yi Vahn
    Subjects: Portfolio Management
    Abstract

    We investigate two methods for reducing estimation error in portfolio
    optimization with Conditional Value-at-Risk (CVaR). The first method is
    nonparametric: penalize portfolios with large variances in mean and CVaR
    estimations. The penalized problem is solvable by a quadratically-constrained
    quadratic program, and can be interpreted as a chance-constrained program. We
    show the original and penalized solutions follow the Central Limit Theorem with
    computable covariance by extending M-estimation results from statistics.

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