Characterizing compromise solutions for investors with uncertain risk preferences

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 (J Oper Res Soc 49:998–1000, 1998) bounding theorem. A deeper understanding is possible if the decision-maker is provided wi...

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Detalles Bibliográficos
Autores: Salas-Molina, Francisco, Rodríguez-Aguilar, Juan Antonio, Pla-Santamaría, David
Tipo de recurso: artículo
Estado:Versión enviada para evaluación y publicación
Fecha de publicación:2019
País:España
Institución:Consejo Superior de Investigaciones Científicas (CSIC)
Repositorio:DIGITAL.CSIC. Repositorio Institucional del CSIC
OAI Identifier:oai:dnet:digitalcsic_::7f2b97af6ebf3c0061987c4b0c688583
Acceso en línea:http://hdl.handle.net/10261/237334
Access Level:acceso abierto
Palabra clave:Finance
Portfolio selection
Compromise programming
Discrete efficient-frontiers
Performance prediction
Descripción
Sumario: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 (J Oper Res Soc 49:998–1000, 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: (1) a new theorem to assess balance of solutions; (2) a procedure and a new plot to deal with discrete efficient frontiers and uncertain risk preferences; and (3) two quality metrics useful to predict long-run performance of investors.