Robust Portfolio Risk Minimization Using the Graphical Lasso

Tristan Millington*, Mahesan Niranjan

*Corresponding author for this work

Research output: Chapter in Book/Report/Conference proceedingConference contribution

Abstract

We apply the statistical technique of graphical lasso for inverse covariance estimation of asset price returns in Markowitz portfolio optimisation. Graphical lasso induces sparsity in the inverse covariance matrix, thereby capturing conditional independences between different assets. We show empirical results that not only the resulting minimum risk portfolio is robust, in that the variation in expected returns is reduced when a fraction of the data is assumed missing, but also enables the construction of a financial network in which groups of assets belonging to the same financial sector are linked.

Original languageEnglish
Title of host publicationNeural Information Processing - 24th International Conference, ICONIP 2017, Proceedings
EditorsDongbin Zhao, El-Sayed M. El-Alfy, Derong Liu, Shengli Xie, Yuanqing Li
PublisherSpringer
Pages863-872
Number of pages10
ISBN (Print)9783319700953
DOIs
Publication statusPublished - 26 Oct 2017
Event24th International Conference on Neural Information Processing, ICONIP 2017 - Guangzhou, China
Duration: 14 Nov 201718 Nov 2017

Publication series

NameLecture Notes in Computer Science (including subseries Lecture Notes in Artificial Intelligence and Lecture Notes in Bioinformatics)
Volume10635 LNCS
ISSN (Print)0302-9743
ISSN (Electronic)1611-3349

Conference

Conference24th International Conference on Neural Information Processing, ICONIP 2017
Country/TerritoryChina
CityGuangzhou
Period14/11/1718/11/17

Keywords / Materials (for Non-textual outputs)

  • Covariance estimation
  • Financial network
  • Graphical lasso
  • Graphical model
  • Portfolio optimization

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