A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints

In this paper, we employ the Conditional Value at Risk (CVaR) to measure the portfolio risk, and propose a mean-CVaR portfolio selection model. In addition, some real-world constraints are considered. The constructed model is a non-linear discrete optimization problem and difficult to solve by the c...

Full description

Bibliographic Details
Main Authors: Qin, Quande, Li, Li, Cheng, Shi
Format: Article
Published: Springer Verlag 2014
Subjects:
Online Access:https://eprints.nottingham.ac.uk/47529/
_version_ 1848797568353435648
author Qin, Quande
Li, Li
Cheng, Shi
author_facet Qin, Quande
Li, Li
Cheng, Shi
author_sort Qin, Quande
building Nottingham Research Data Repository
collection Online Access
description In this paper, we employ the Conditional Value at Risk (CVaR) to measure the portfolio risk, and propose a mean-CVaR portfolio selection model. In addition, some real-world constraints are considered. The constructed model is a non-linear discrete optimization problem and difficult to solve by the classic optimization techniques. A novel hybrid algorithm based particle swarm optimization (PSO) and artificial bee colony (ABC) is designed for this problem. The hybrid algorithm introduces the ABC operator into PSO. A numerical example is given to illustrate the modeling idea of the paper and the effectiveness of the proposed hybrid algorithm.
first_indexed 2025-11-14T20:05:57Z
format Article
id nottingham-47529
institution University of Nottingham Malaysia Campus
institution_category Local University
last_indexed 2025-11-14T20:05:57Z
publishDate 2014
publisher Springer Verlag
recordtype eprints
repository_type Digital Repository
spelling nottingham-475292020-05-04T16:53:37Z https://eprints.nottingham.ac.uk/47529/ A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints Qin, Quande Li, Li Cheng, Shi In this paper, we employ the Conditional Value at Risk (CVaR) to measure the portfolio risk, and propose a mean-CVaR portfolio selection model. In addition, some real-world constraints are considered. The constructed model is a non-linear discrete optimization problem and difficult to solve by the classic optimization techniques. A novel hybrid algorithm based particle swarm optimization (PSO) and artificial bee colony (ABC) is designed for this problem. The hybrid algorithm introduces the ABC operator into PSO. A numerical example is given to illustrate the modeling idea of the paper and the effectiveness of the proposed hybrid algorithm. Springer Verlag 2014-09-23 Article PeerReviewed Qin, Quande, Li, Li and Cheng, Shi (2014) A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints. Lecture Notes in Computer Science, 8795 . pp. 319-327. ISSN 0302-9743 Conditional Value at Risk; CVaR; Hybrid algorithm; Port- folio selection https://link.springer.com/chapter/10.1007%2F978-3-319-11897-0_38 doi:10.1007/978-3-319-11897-0_38 doi:10.1007/978-3-319-11897-0_38
spellingShingle Conditional Value at Risk; CVaR; Hybrid algorithm; Port- folio selection
Qin, Quande
Li, Li
Cheng, Shi
A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title_full A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title_fullStr A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title_full_unstemmed A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title_short A novel hybrid algorithm for mean-CVaR portfolio selection with real-world constraints
title_sort novel hybrid algorithm for mean-cvar portfolio selection with real-world constraints
topic Conditional Value at Risk; CVaR; Hybrid algorithm; Port- folio selection
url https://eprints.nottingham.ac.uk/47529/
https://eprints.nottingham.ac.uk/47529/
https://eprints.nottingham.ac.uk/47529/