EUROPT 2025
Abstract Submission

279. From Keynes to Markowitz and back — optimize portfolios by strict cardinality control

Invited abstract in session MB-13: True sparsity in Standard Quadratic Problems, stream Sparsity guarantee and cardinality-constrained (MI)NLPs.

Monday, 10:30-12:30
Room: B100/6009

Authors (first author is the speaker)

1. Immanuel Bomze
Dept. of Statistics and OR, University of Vienna
2. Paula Amaral
Faculdade de Ciências e Tecnologia, Universidade Nova de Lisboa
3. Yuan Chen
Department of Statistics and Operations Research, University of Wien
4. Bo Peng
University of Vienna

Abstract

We will address portfolio selection problems with rigorous lower and/or upper
bounds on the number of selected assets. In case of lower bounds, we will
also impose a fixed positive lower bound on the amount of used (positive)
assets, i.e., enter the domain of semi-continuous variables. This so-called
minimum buy-in threshold may be incurred by transaction costs. The resulting
models are QPs with additional binary or continuous variables, and additional
constraints (of linear and/or complementarity type). Several formulations and
algorithmic perspectives are discussed, as well as potential microfinance
applications.

Keywords

Status: accepted


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