Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming

Stock selection poses a challenge for both the investor and the finance researcher. In this paper, a hybrid approach is proposed for asset allocation, offering a combination of several methodologies for portfolio selection, such as investor topology, cluster analysis, and the analytical hierarchy pr...

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Main Authors: Darsha Panwar, Manoj Jha, Namita Srivastava
Format: Article
Language:English
Published: Wiley 2018-01-01
Series:Advances in Fuzzy Systems
Online Access:http://dx.doi.org/10.1155/2018/4279236
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author Darsha Panwar
Manoj Jha
Namita Srivastava
author_facet Darsha Panwar
Manoj Jha
Namita Srivastava
author_sort Darsha Panwar
collection DOAJ
description Stock selection poses a challenge for both the investor and the finance researcher. In this paper, a hybrid approach is proposed for asset allocation, offering a combination of several methodologies for portfolio selection, such as investor topology, cluster analysis, and the analytical hierarchy process (AHP) to facilitate ranking the assets and fuzzy multiobjective linear programming (FMOLP). This paper considers some important factors of stock, like relative strength index (RSI), coefficient of variation (CV), earnings yield (EY), and price to earnings growth ratio (PEG ratio), apart from the risk and return and stocks which are included within these same factors. Employing fuzzy multiobjective linear programming, optimization is performed using seven objective functions viz., return, risk, relative strength index (RSI), coefficient of variation (CV), earnings yield (EY), price to earnings growth ratio (PEG ratio), and AHP weighted score. The FMOLP transforms the multiobjective problem to a single objective problem using the “weighted adaptive approach” in which the weights are calculated by AHP or choices by the investors. The FMOLP model permits choices in solution.
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spelling doaj-art-aa299319249d41c5933c005cbfb9dde82025-08-20T03:39:32ZengWileyAdvances in Fuzzy Systems1687-71011687-711X2018-01-01201810.1155/2018/42792364279236Optimization of Risk and Return Using Fuzzy Multiobjective Linear ProgrammingDarsha Panwar0Manoj Jha1Namita Srivastava2Department of Mathematics, Maulana Azad National Institute of Technology, Bhopal (MP), IndiaDepartment of Mathematics, Maulana Azad National Institute of Technology, Bhopal (MP), IndiaDepartment of Mathematics, Maulana Azad National Institute of Technology, Bhopal (MP), IndiaStock selection poses a challenge for both the investor and the finance researcher. In this paper, a hybrid approach is proposed for asset allocation, offering a combination of several methodologies for portfolio selection, such as investor topology, cluster analysis, and the analytical hierarchy process (AHP) to facilitate ranking the assets and fuzzy multiobjective linear programming (FMOLP). This paper considers some important factors of stock, like relative strength index (RSI), coefficient of variation (CV), earnings yield (EY), and price to earnings growth ratio (PEG ratio), apart from the risk and return and stocks which are included within these same factors. Employing fuzzy multiobjective linear programming, optimization is performed using seven objective functions viz., return, risk, relative strength index (RSI), coefficient of variation (CV), earnings yield (EY), price to earnings growth ratio (PEG ratio), and AHP weighted score. The FMOLP transforms the multiobjective problem to a single objective problem using the “weighted adaptive approach” in which the weights are calculated by AHP or choices by the investors. The FMOLP model permits choices in solution.http://dx.doi.org/10.1155/2018/4279236
spellingShingle Darsha Panwar
Manoj Jha
Namita Srivastava
Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
Advances in Fuzzy Systems
title Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
title_full Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
title_fullStr Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
title_full_unstemmed Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
title_short Optimization of Risk and Return Using Fuzzy Multiobjective Linear Programming
title_sort optimization of risk and return using fuzzy multiobjective linear programming
url http://dx.doi.org/10.1155/2018/4279236
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AT namitasrivastava optimizationofriskandreturnusingfuzzymultiobjectivelinearprogramming