Notations
I = number of instruments;
J = number of scenarios;
= decision vector defining positions in instruments;
= rate of return of the i-th instrument under scenario j;
= random vector of rates of returns of instruments, i=1,…,I;
= vector of rates of returns of instruments, i=1,…,I, under scenarios j;
= Loss under scenario j;
, where is CVaR Risk for Loss function;
;
;
= upper bounds;
= current portfolio value;
= (random) rate of return of hedge fund i;
= market beta for hedge fund i;
= constant in the inequality assuring market-neutrally (“zero-beta”);
= penalty coefficient for Risk included in objective.
Optimization Problem 1
Maximizing sum of expected return and weighted risk
(CS.1)
subject to
budget constraint
(CS.2)
market-neutrality constraint
(CS.3)
constraint on individual positions
(CS.4)
Optimization Problem 2
Maximizing sum of expected return and weighted risk
(CS.5)
subject to
budget constraint
(CS.6)
market-neutrality constraint
(CS.7)
constraint on individual positions
(CS.8)
Optimization Problem 3
Maximizing sum of expected return and weighted risk
(CS.9)
subject to
budget constraint
(CS.10)
market-neutrality constraint
(CS.11)
constraint on individual positions
(CS.12)