Multistage optimization of a non-institutional investor’s assents portfolio

The article deals with the statement, mathematical model and features of numerical algorithm of solving the dynamic discrete task for optimization of financial assets portfolio of a non-institutional investor. Structure and element content of the model are substantiated including optimality and limi...

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Main Authors: M. A. Khalikov, D. A. Maksimov
Format: Article
Language:Russian
Published: Russian Academy of Entrepreneurship 2020-01-01
Series:Путеводитель предпринимателя
Subjects:
Online Access:https://www.pp-mag.ru/jour/article/view/24
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author M. A. Khalikov
D. A. Maksimov
author_facet M. A. Khalikov
D. A. Maksimov
author_sort M. A. Khalikov
collection DOAJ
description The article deals with the statement, mathematical model and features of numerical algorithm of solving the dynamic discrete task for optimization of financial assets portfolio of a non-institutional investor. Structure and element content of the model are substantiated including optimality and limits criteria. It is given a numerical method for search of optimal solution that is based on local optimization of continuous task solving. New criterion of effective management and evaluation method of fair rate of return of operations with assets portfolio within a certain time horizon are offered.
format Article
id doaj-art-c0e2e362f2844787a8322c3d98966ef0
institution DOAJ
issn 2073-9885
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language Russian
publishDate 2020-01-01
publisher Russian Academy of Entrepreneurship
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series Путеводитель предпринимателя
spelling doaj-art-c0e2e362f2844787a8322c3d98966ef02025-08-20T02:54:37ZrusRussian Academy of EntrepreneurshipПутеводитель предпринимателя2073-98852687-136X2020-01-0103321121923Multistage optimization of a non-institutional investor’s assents portfolioM. A. Khalikov0D. A. Maksimov1Plekhanov Russian University of EconomicsPlekhanov Russian University of EconomicsThe article deals with the statement, mathematical model and features of numerical algorithm of solving the dynamic discrete task for optimization of financial assets portfolio of a non-institutional investor. Structure and element content of the model are substantiated including optimality and limits criteria. It is given a numerical method for search of optimal solution that is based on local optimization of continuous task solving. New criterion of effective management and evaluation method of fair rate of return of operations with assets portfolio within a certain time horizon are offered.https://www.pp-mag.ru/jour/article/view/24non-institutional investorassets portfoliodynamic programming problemsdiscrete optimizationeffectiveness of portfolio managementbroker’s fair rate of return
spellingShingle M. A. Khalikov
D. A. Maksimov
Multistage optimization of a non-institutional investor’s assents portfolio
Путеводитель предпринимателя
non-institutional investor
assets portfolio
dynamic programming problems
discrete optimization
effectiveness of portfolio management
broker’s fair rate of return
title Multistage optimization of a non-institutional investor’s assents portfolio
title_full Multistage optimization of a non-institutional investor’s assents portfolio
title_fullStr Multistage optimization of a non-institutional investor’s assents portfolio
title_full_unstemmed Multistage optimization of a non-institutional investor’s assents portfolio
title_short Multistage optimization of a non-institutional investor’s assents portfolio
title_sort multistage optimization of a non institutional investor s assents portfolio
topic non-institutional investor
assets portfolio
dynamic programming problems
discrete optimization
effectiveness of portfolio management
broker’s fair rate of return
url https://www.pp-mag.ru/jour/article/view/24
work_keys_str_mv AT makhalikov multistageoptimizationofanoninstitutionalinvestorsassentsportfolio
AT damaksimov multistageoptimizationofanoninstitutionalinvestorsassentsportfolio