A multiple objective stochastic portfolio selection problem with random Beta

When selecting a portfolio, we need to consider, in general, the portfolio return and portfolio risk. Many risk measures have been used in portfolio selection problems as the Beta risk measure, introduced by the capital asset pricing model. Most of the existing research papers suppose that security&...

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Vydáno v:International transactions in operational research Ročník 21; číslo 6; s. 919 - 933
Hlavní autoři: Abdelaziz, Fouad Ben, Masmoudi, Meryem
Médium: Journal Article
Jazyk:angličtina
Vydáno: Oxford Blackwell Publishing Ltd 01.11.2014
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ISSN:0969-6016, 1475-3995
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Abstract When selecting a portfolio, we need to consider, in general, the portfolio return and portfolio risk. Many risk measures have been used in portfolio selection problems as the Beta risk measure, introduced by the capital asset pricing model. Most of the existing research papers suppose that security's Beta has a deterministic value. Recently, many researchers argued that in selecting the optimal portfolio, securities’ Beta should be considered as an uncertain parameter. In this paper, we set up fundamentals to model the portfolio's Beta as a random variable and propose a multiple objective stochastic portfolio selection model with random Beta. To solve the proposed model, we apply a stochastic goal programming approach. A numerical example from the US stock exchange market is reported.
AbstractList When selecting a portfolio, we need to consider, in general, the portfolio return and portfolio risk. Many risk measures have been used in portfolio selection problems as the Beta risk measure, introduced by the capital asset pricing model. Most of the existing research papers suppose that security's Beta has a deterministic value. Recently, many researchers argued that in selecting the optimal portfolio, securities’ Beta should be considered as an uncertain parameter. In this paper, we set up fundamentals to model the portfolio's Beta as a random variable and propose a multiple objective stochastic portfolio selection model with random Beta. To solve the proposed model, we apply a stochastic goal programming approach. A numerical example from the US stock exchange market is reported.
Author Masmoudi, Meryem
Abdelaziz, Fouad Ben
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  organization: LARODEC, Institut Supérieur de Gestion, University of Tunis, 41 rue de la liberté, Le Bardo 2000, Tunisia
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Copyright 2013 The Authors. International Transactions in Operational Research © 2013 International Federation of Operational Research Societies Published by John Wiley & Sons Ltd, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main St, Malden, MA02148, USA.
Copyright © 2014 International Federation of Operational Research Societies
Copyright_xml – notice: 2013 The Authors. International Transactions in Operational Research © 2013 International Federation of Operational Research Societies Published by John Wiley & Sons Ltd, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main St, Malden, MA02148, USA.
– notice: Copyright © 2014 International Federation of Operational Research Societies
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References Steuer, R., Qi, Y., Hirschberger, M., 2007. Suitable-portfolio investors, nondominated frontier sensitivity, the effect of multiple objectives on standard portfolio selection. Annals of Operations Research 152, 297-317.
Ben Abdelaziz, F., Aouni, B., El Fayedh, R., 2007. Multi-objective stochastic programming for portfolio selection. European Journal of Operational Research 177, 1811-1823.
Dong, S., 2006. Value at Risk Methodologies: Development, Implementation and Evaluation. MA thesis, Simon Fraser University, BC, Canada.
Anagnostopoulos, K.P., Mamanis, G., 2010. A portfolio optimization model with three objectives and discrete variables. Computers & Operations Research 37, 1285-1297.
Markowitz, H., 1952. Portfolio selection. The Journal of Finance 7, 1, 77-91.
Markowitz, H., 1959. Portfolio Selection: Efficient Diversification in Investments. John Wiley & Sons, New York.
Zenios, S.A., Ziemba, W.T., 2006. Handbook of Asset and Liability Management. Elsevier, Amsterdam.
Quaranta, A.G., Zaffaroni, A., 2008. Robust optimization of conditional value at risk and portfolio selection. Journal of Banking & Finance 32, 10, 2046-2056.
McDonald, B., 1985. Estimating market model Betas: a comparison of random coefficient methods and their ability to correctly identify random variation. Management Science 31, 11, 1403-1408.
Zhang, Y., Rachev, S., 2006. Risk attribution and portfolio performance measurement-an overview. Journal of Applied Functional Analysis 1, 4, 373-402.
Kim, M.K., Zumwalt, J.K., 1979. An analysis of risk in bull and bear markets. The Journal of Financial and Quantitative Analysis 14, 5, 1015-1025.
Xidonas, P., Askounis, D., Psarras, J., 2009. Common stock portfolio selection: a multiple criteria decision making methodology and an application to the Athens stock exchange. Operation Research International Journal 9, 55-79.
Kagan, A., Shepp, L.A., 1998. Why the variance? Statistics and Probability Letters 38, 4, 329-333.
Blavatskyy, P., 2008. Risk Aversion, Institute for Empirical Research in Economics, University of Zurich. Working paper number 370. Available at SSRN: http://ssrn.com/abstract=1128106 or http://dx.doi.org/10.2139/ssrn.1128106.
Woodward, G., Anderson, H., 2009. Does Beta react to market conditions? Estimates of bull and bear Betas using a nonlinear market model with endogenous threshold parameter. Quantitative Finance 8, 913-924.
Levinson, M., 2006. Guide to Financial Markets. The Economist, London.
Bhardwaj, R.K., Brooks, L.D., 1993. Dual Betas from bull and bear markets: reversal of the size effect. The Journal of Financial Research 16, 4, 269-283.
Rachev, S., Stoyanov, S.V., Fabozzi, F.J., 2008. Advanced Stochastic Models, Risk Assessment, and Portfolio Optimization: The Ideal Risk, Uncertainty and Performance Measures. John Wiley & Sons, New York.
Mitchell, M., Pulvino, T., 2001. Characteristics of risk and return in risk arbitrage. The Journal of Finance 56, 6, 2135-2176.
Lintner, J., 1965. The valuation of risky assets and the selection of risky investments in stock portfolios and capital budgets. Review of Economics and Statistics 47, 13-37.
Veld, C., Veld-Merkoulova, Y.V., 2008. The risk perceptions of individual investors. Journal of Economic Psychology 29, 2, 226-252.
Sharpe, W., 1964. Capital asset prices: a theory of market equilibrium under conditions of risk. Journal of Finance 19, 425-442.
Lee, S.M., Chesser, D.L., 1980. Goal programming for portfolio selection. The Journal of Portfolio Management 6, 3, 22-26.
Bilbao, A., Arenas, M., Jiménez, M., Perez Gladishl, B., Rodríguez, M.V., 2006. An extension of Sharpe's single-index model: portfolio selection with expert Betas. The Journal of the Operational Research Society 57, 12, 1442-1451.
Greene, W. H., 2003. Econometric Analysis (5th edn). Prentice Hall, Englewood Cliffs, NJ.
Chen, C.A., 1982. Time series analysis of Beta stationarity and its determinants: a case of public utilities. Financial Management 11, 3, 64-70.
Lin, H.J., Lin, W.T., 2000. A dynamic and stochastic Beta and its implication in global capital markets. International Finance 3, 1, 123-160.
Kandasamy, H., 2008. Portfolio Selection Under Various Risk Measures, ProQuest, Ann Arbor, MI.
Shalit, H., Yitzhaki, S., (2002), Estimating Beta. Review of Quantitative Finance and Accounting 18, 95-118.
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References_xml – reference: Lintner, J., 1965. The valuation of risky assets and the selection of risky investments in stock portfolios and capital budgets. Review of Economics and Statistics 47, 13-37.
– reference: Ben Abdelaziz, F., Aouni, B., El Fayedh, R., 2007. Multi-objective stochastic programming for portfolio selection. European Journal of Operational Research 177, 1811-1823.
– reference: Blavatskyy, P., 2008. Risk Aversion, Institute for Empirical Research in Economics, University of Zurich. Working paper number 370. Available at SSRN: http://ssrn.com/abstract=1128106 or http://dx.doi.org/10.2139/ssrn.1128106.
– reference: Markowitz, H., 1952. Portfolio selection. The Journal of Finance 7, 1, 77-91.
– reference: Zhang, Y., Rachev, S., 2006. Risk attribution and portfolio performance measurement-an overview. Journal of Applied Functional Analysis 1, 4, 373-402.
– reference: Greene, W. H., 2003. Econometric Analysis (5th edn). Prentice Hall, Englewood Cliffs, NJ.
– reference: Kim, M.K., Zumwalt, J.K., 1979. An analysis of risk in bull and bear markets. The Journal of Financial and Quantitative Analysis 14, 5, 1015-1025.
– reference: Chen, C.A., 1982. Time series analysis of Beta stationarity and its determinants: a case of public utilities. Financial Management 11, 3, 64-70.
– reference: Levinson, M., 2006. Guide to Financial Markets. The Economist, London.
– reference: Dong, S., 2006. Value at Risk Methodologies: Development, Implementation and Evaluation. MA thesis, Simon Fraser University, BC, Canada.
– reference: Quaranta, A.G., Zaffaroni, A., 2008. Robust optimization of conditional value at risk and portfolio selection. Journal of Banking & Finance 32, 10, 2046-2056.
– reference: Shalit, H., Yitzhaki, S., (2002), Estimating Beta. Review of Quantitative Finance and Accounting 18, 95-118.
– reference: Lee, S.M., Chesser, D.L., 1980. Goal programming for portfolio selection. The Journal of Portfolio Management 6, 3, 22-26.
– reference: Zenios, S.A., Ziemba, W.T., 2006. Handbook of Asset and Liability Management. Elsevier, Amsterdam.
– reference: Rachev, S., Stoyanov, S.V., Fabozzi, F.J., 2008. Advanced Stochastic Models, Risk Assessment, and Portfolio Optimization: The Ideal Risk, Uncertainty and Performance Measures. John Wiley & Sons, New York.
– reference: Woodward, G., Anderson, H., 2009. Does Beta react to market conditions? Estimates of bull and bear Betas using a nonlinear market model with endogenous threshold parameter. Quantitative Finance 8, 913-924.
– reference: Sharpe, W., 1964. Capital asset prices: a theory of market equilibrium under conditions of risk. Journal of Finance 19, 425-442.
– reference: Veld, C., Veld-Merkoulova, Y.V., 2008. The risk perceptions of individual investors. Journal of Economic Psychology 29, 2, 226-252.
– reference: Bhardwaj, R.K., Brooks, L.D., 1993. Dual Betas from bull and bear markets: reversal of the size effect. The Journal of Financial Research 16, 4, 269-283.
– reference: Steuer, R., Qi, Y., Hirschberger, M., 2007. Suitable-portfolio investors, nondominated frontier sensitivity, the effect of multiple objectives on standard portfolio selection. Annals of Operations Research 152, 297-317.
– reference: McDonald, B., 1985. Estimating market model Betas: a comparison of random coefficient methods and their ability to correctly identify random variation. Management Science 31, 11, 1403-1408.
– reference: Mitchell, M., Pulvino, T., 2001. Characteristics of risk and return in risk arbitrage. The Journal of Finance 56, 6, 2135-2176.
– reference: Xidonas, P., Askounis, D., Psarras, J., 2009. Common stock portfolio selection: a multiple criteria decision making methodology and an application to the Athens stock exchange. Operation Research International Journal 9, 55-79.
– reference: Anagnostopoulos, K.P., Mamanis, G., 2010. A portfolio optimization model with three objectives and discrete variables. Computers & Operations Research 37, 1285-1297.
– reference: Kagan, A., Shepp, L.A., 1998. Why the variance? Statistics and Probability Letters 38, 4, 329-333.
– reference: Bilbao, A., Arenas, M., Jiménez, M., Perez Gladishl, B., Rodríguez, M.V., 2006. An extension of Sharpe's single-index model: portfolio selection with expert Betas. The Journal of the Operational Research Society 57, 12, 1442-1451.
– reference: Markowitz, H., 1959. Portfolio Selection: Efficient Diversification in Investments. John Wiley & Sons, New York.
– reference: Kandasamy, H., 2008. Portfolio Selection Under Various Risk Measures, ProQuest, Ann Arbor, MI.
– reference: Lin, H.J., Lin, W.T., 2000. A dynamic and stochastic Beta and its implication in global capital markets. International Finance 3, 1, 123-160.
– year: 2011
– volume: 38
  start-page: 329
  issue: 4
  year: 1998
  end-page: 333
  article-title: Why the variance?
  publication-title: Statistics and Probability Letters
– volume: 47
  start-page: 13
  year: 1965
  end-page: 37
  article-title: The valuation of risky assets and the selection of risky investments in stock portfolios and capital budgets
  publication-title: Review of Economics and Statistics
– volume: 6
  start-page: 22
  issue: 3
  year: 1980
  end-page: 26
  article-title: Goal programming for portfolio selection
  publication-title: The Journal of Portfolio Management
– volume: 11
  start-page: 64
  issue: 3
  year: 1982
  end-page: 70
  article-title: Time series analysis of Beta stationarity and its determinants: a case of public utilities
  publication-title: Financial Management
– volume: 56
  start-page: 2135
  issue: 6
  year: 2001
  end-page: 2176
  article-title: Characteristics of risk and return in risk arbitrage
  publication-title: The Journal of Finance
– year: 2003
– volume: 31
  start-page: 1403
  issue: 11
  year: 1985
  end-page: 1408
  article-title: Estimating market model Betas: a comparison of random coefficient methods and their ability to correctly identify random variation
  publication-title: Management Science
– volume: 14
  start-page: 1015
  issue: 5
  year: 1979
  end-page: 1025
  article-title: An analysis of risk in bull and bear markets
  publication-title: The Journal of Financial and Quantitative Analysis
– volume: 7
  start-page: 77
  issue: 1
  year: 1952
  end-page: 91
  article-title: Portfolio selection
  publication-title: The Journal of Finance
– volume: 37
  start-page: 1285
  year: 2010
  end-page: 1297
  article-title: A portfolio optimization model with three objectives and discrete variables
  publication-title: Computers & Operations Research
– volume: 3
  start-page: 123
  issue: 1
  year: 2000
  end-page: 160
  article-title: A dynamic and stochastic Beta and its implication in global capital markets
  publication-title: International Finance
– volume: 152
  start-page: 297
  year: 2007
  end-page: 317
  article-title: Suitable‐portfolio investors, nondominated frontier sensitivity, the effect of multiple objectives on standard portfolio selection
  publication-title: Annals of Operations Research
– year: 1959
– volume: 29
  start-page: 226
  issue: 2
  year: 2008
  end-page: 252
  article-title: The risk perceptions of individual investors
  publication-title: Journal of Economic Psychology
– volume: 177
  start-page: 1811
  year: 2007
  end-page: 1823
  article-title: Multi‐objective stochastic programming for portfolio selection
  publication-title: European Journal of Operational Research
– year: 2008
– year: 2006
– volume: 18
  start-page: 95
  year: 2002
  end-page: 118
  article-title: Estimating Beta
  publication-title: Review of Quantitative Finance and Accounting
– volume: 19
  start-page: 425
  year: 1964
  end-page: 442
  article-title: Capital asset prices: a theory of market equilibrium under conditions of risk
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Snippet When selecting a portfolio, we need to consider, in general, the portfolio return and portfolio risk. Many risk measures have been used in portfolio selection...
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SubjectTerms Beta
Capital assets
Goal programming
multiple objective stochastic programming
Operations research
Portfolio management
portfolio selection
Random variables
risk measures
stochastic goal programming
Studies
Title A multiple objective stochastic portfolio selection problem with random Beta
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