Portfolio theory

Tshilidzi Marwala, Evan Hurwitz

Research output: Chapter in Book/Report/Conference proceedingChapterpeer-review

Abstract

The basis of portfolio theory is rooted in statistical models based on Brownian motion. These models are surprisingly naïve in their assumptions and resultant application within the trading community. The application of artificial intelligence (AI) to portfolio theory and management have broad and far-reaching consequences. AI techniques allow us to model price movements with much greater accuracy than the random-walk nature of the original Markowitz model. Additionally, the job of optimizing a portfolio can be performed with greater optimality and efficiency using evolutionary computation while still staying true to the original goals and conceptions of portfolio theory. A particular method of price movement modelling is shown that models price movements with only simplistic inputs and still produces useful predictive results. A portfolio rebalancing method is also described, illustrating the use of evolutionary computing for the portfolio rebalancing problem in order to achieve the results demanded by investors within the framework of portfolio theory.

Original languageEnglish
Title of host publicationAdvanced Information and Knowledge Processing
PublisherSpringer London
Pages125-136
Number of pages12
Edition9783319661032
DOIs
Publication statusPublished - 2017

Publication series

NameAdvanced Information and Knowledge Processing
Number9783319661032
ISSN (Print)1610-3947
ISSN (Electronic)2197-8441

ASJC Scopus subject areas

  • Management Information Systems
  • Information Systems
  • Information Systems and Management
  • Artificial Intelligence

Fingerprint

Dive into the research topics of 'Portfolio theory'. Together they form a unique fingerprint.

Cite this