Optimal portfolios under a correlation constraint

Оптимальные портфели при ограничении по корреляции
Dries Cornilly, Steven Vanduffel, Carole Bernard
2017-12-07

benchmarkconstant mix portfoliocorrelation constraintfixed-mix portfoliomarket portfoliooptimal portfolioriskless bond
Under a correlation constraint the optimal constant/fixed-mix portfolio consists of the market portfolio, the riskless bond and the benchmark
1
Introducing a correlation constraint changes the feasible optimal allocation but yields a specific three-asset optimal representation.
2
The optimal portfolio structure remains simple and limited to three components when a correlation constraint is imposed.
3
Under a correlation constraint, the optimal constant (fixed-mix) portfolio is composed of the market portfolio, the riskless bond, and the benchmark.

Optimal constant/fixed-mix portfolio composed of the market portfolio, the riskless bond, and the benchmark under a correlation constraint

Portfolio optimization under a correlation constraint, i.e., determining the optimal asset weights and composition (market portfolio, riskless bond, benchmark) for a constant/fixed-mix strategy subject to a correlation restriction

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2017-12-07
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Authors
Dries Cornilly
Steven Vanduffel
Carole Bernard
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