Fuzzy Multi-Objective Portfolio Optimization Considering Investment Return and Investment Risk

Author:

Srizongkhram Shayarath1,Suthamanondh Pisacha1,Manitayakul Kittitath1,Shirahada Kunio2,Chiadamrong Navee1

Affiliation:

1. SIIT, Thammasat University, Thailand

2. Japan Advanced Institute of Science and Technology, Japan

Abstract

Portfolio selection and optimization deal with the selection of the most suitable projects in a portfolio. The expected goals can be achieved while considering the balance among selected projects, to ensure that all selected projects consume resources effectively. This study proposes and compares multi-objective portfolio investment optimization algorithms under uncertain conditions. The investment return (in terms of the fuzzy net present value of the portfolio) and investment risk (in terms of the credibilistic risk index) have simultaneously been considered. In addition, fuzzy chance-constrained programming is introduced as an optimization constraint to handle such uncertainty by specifying a desired confidence level of the decision makers. The outcome of this study can then help decision makers to decide what projects and when to invest. Decision makers can deal with a limited budget with logical relationships, and within their desired financial and risk requirements.

Publisher

IGI Global

Subject

General Computer Science

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