Fragility of CVaR in portfolio optimization

نویسندگان

  • A.E.B. Lim
  • J. G. Shanthikumar
  • G.-Y. Vahn
چکیده

We evaluate conditional value-at-risk (CVaR) as a risk measure in data-driven portfolio optimization. We show that portfolios obtained by solving mean-CVaR and global minimum CVaR problems are unreliable due to estimation errors of CVaR and/or the mean, which are aggravated by optimization. This problem is exacerbated when the tail of the return distribution is made heavier. We conclude that CVaR, a coherent risk measure, is fragile in portfolio optimization due to estimation errors.

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تاریخ انتشار 2009