Models and numerical methods of dynamic optimization of the financial portfolio of a non-institutional investor

The formulation, the economic-mathematical model and the numerical algorithm for solving the problem of dynamic optimization of the portfolio of financial assets of a non-institutional investor-agent of the Russian stock market are presented on a sequence of time intervals. It is proposed to expand...

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Bibliographic Details
Main Author: D. A. Bystrova
Format: Article
Language:Russian
Published: Russian Academy of Entrepreneurship 2020-01-01
Series:Путеводитель предпринимателя
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Online Access:https://www.pp-mag.ru/jour/article/view/97
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Summary:The formulation, the economic-mathematical model and the numerical algorithm for solving the problem of dynamic optimization of the portfolio of financial assets of a non-institutional investor-agent of the Russian stock market are presented on a sequence of time intervals. It is proposed to expand the set of factors taken into account in the model at the expense of additional factors that characterize the institutional features of the stock market, including high volatility of financial assets and discreteness of traded lots of securities. The structure and element filling of the dynamic model and the static model of optimal management of the financial portfolio at the current time interval are described. An original numerical method for solving a discrete dynamic problem of large dimension is presented, based on a purposeful search of the basic solutions of the corresponding continuous problem and subsequent local optimization of its quasi-optimal solution.
ISSN:2073-9885
2687-136X