Characterizing compromise solutions for investors with uncertain risk preferences

[EN] The optimum portfolio selection for an investor with particular preferences was proven to lie on the normalized efficient frontier between two bounds defined by the Ballestero (1998) bounding theorem. A deeper understanding is possible if the decision-maker is provided with visual and quantitat...

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Detalhes bibliográficos
Autores: Salas-Molina, Francisco|||0000-0002-1168-7931, Pla Santamaría, David|||0000-0003-1563-3997, Rodriguez-Aguilar, Juan A.
Formato: artículo
Fecha de publicación:2019
País:España
Recursos:Universitat Politècnica de València (UPV)
Repositorio:RiuNet. Repositorio Institucional de la Universitat Politécnica de Valéncia
Idioma:inglés
OAI Identifier:oai:riunet.upv.es:10251/152254
Acesso em linha:https://riunet.upv.es/handle/10251/152254
Access Level:acceso abierto
Palavra-chave:Finance
Portfolio selection
Compromise programming
Discrete efficient-frontiers
Performance prediction
ECONOMIA FINANCIERA Y CONTABILIDAD
Descrição
Resumo:[EN] The optimum portfolio selection for an investor with particular preferences was proven to lie on the normalized efficient frontier between two bounds defined by the Ballestero (1998) bounding theorem. A deeper understanding is possible if the decision-maker is provided with visual and quantitative techniques. Here, we derive useful insights as a way to support investor's decision-making through: (i) a new theorem to assess balance of solutions; (ii) a procedure and a new plot to deal with discrete efficient frontiers and uncertain risk preferences; and (iii) two quality metrics useful to predict long-run performance of investors.