EURO 2025 Leeds
Abstract Submission

1258. Portfolio Optimization with Quality Constraints

Invited abstract in session WC-9: Methods and models in portfolio and risk management, stream OR in Finance and Insurance .

Wednesday, 12:30-14:00
Room: Clarendon SR 2.01

Authors (first author is the speaker)

1. Marcel Marohn
Friedrich-Schiller-Universität Jena

Abstract

In recent decades, investors have developed a strong demand for investment funds that select shares according to certain quality criteria, such as sustainability, credit risk, or liquidity. When following this call, fund managers have several options for incorporating quality measures. The question is whether this always comes at the expense of financial performance and, if so, how the damage can be minimized while still satisfying the investors needs. In this paper, we study the effects in a multi-criteria portfolio optimization framework with arbitrary convex risk measures. We characterize and compare the efficient sets resulting from the manager’s choice of quality control, and present scalarization methods for finding efficient portfolios that satisfy the desired quality predictions.

Keywords

Status: accepted


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