Papers › Autonomous Sparse Mean-CVaR Portfolio Optimization

Autonomous Sparse Mean-CVaR Portfolio Optimization

13 May 2024arXiv:2405.08047archive 2025-07-28

Yizun Lin, Yangyu Zhang, Zhao-Rong Lai, Cheng Li

The ℓ₀-constrained mean-CVaR model poses a significant challenge due to its NP-hard nature, typically tackled through combinatorial methods characterized by high computational demands. From a markedly different perspective, we propose an innovative autonomous sparse mean-CVaR portfolio model, capable of approximating the original ℓ₀-constrained mean-CVaR model with arbitrary accuracy. The core idea is to convert the ℓ₀ constraint into an indicator function and subsequently handle it through a tailed approximation. We then propose a proximal alternating linearized minimization algorithm, coupled with a nested fixed-point proximity algorithm (both convergent), to iteratively solve the model. Autonomy in sparsity refers to retaining a significant portion of assets within the selected asset pool during adjustments in pool size. Consequently, our framework offers a theoretically guaranteed approximation of the ℓ₀-constrained mean-CVaR model, improving computational efficiency while providing a robust asset selection scheme.

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Computational EfficiencyPortfolio Optimization

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