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Record W2008695031 · doi:10.3138/infor.50.3.106

Portfolio Selection with Multiple Time Horizons: A Mean Variance—Stochastic Goal Programming Approach

2012· article· en· W2008695031 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

venuePublished in a venue whose home country is Canada.
no affNo Canadian affiliation: this work is invisible to an affiliation-only frame.
No Canadian affiliation. An affiliation-only frame, the usual design, would never have seen this work. It is one of the works that make the case for inverting the frame.

Bibliographic record

VenueINFOR Information Systems and Operational Research · 2012
Typearticle
Languageen
FieldEngineering
TopicOptimization and Mathematical Programming
Canadian institutionsnot available
Fundersnot available
KeywordsPortfolioTime horizonMathematical optimizationGeneralizationHorizonSelection (genetic algorithm)Context (archaeology)Variance (accounting)Portfolio optimizationStochastic programmingArrowReliability (semiconductor)Modern portfolio theoryComputer scienceRisk aversion (psychology)MathematicsEconometricsMathematical economicsEconomicsExpected utility hypothesisFinance

Abstract

fetched live from OpenAlex

Standard approaches to portfolio selection from classical Markowitz mean-variance model require using a time horizon of historical returns over a period that the investor defines in a conventional way. To avoid arbitrary choice of the time horizon, this paper proposes a satisfying compromise solution relying on mean variance—stochastic goal programming (EV-SGP), where the goals are defined from the different time horizons under consideration. As the information on returns provided by each horizon is of different quality and reliability, critical parameters in this method are Arrow's absolute risk aversion (ARA) coefficients and the investor's preferences for each horizon. After formulating the proposed method, a suitable technique to determine the ARA coefficients in our context is given in a strict way according to Arrow's risk theory. An actual numerical example is developed throughout the paper leading to consistent results. The sensitivity analysis shows robust solutions. A generalization of results requires further examples.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.970
Threshold uncertainty score0.568

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0010.003
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.026
GPT teacher head0.276
Teacher spread0.249 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it