mean-variance optimization

also referred to as: mean variance optimization

5 statements across 3 episodes · 0 bullish · 4 bearish · 3 people on the record · first statement Sep 24, 2018 by Raphael Arndt · across every show →

Everything said about mean-variance optimization, oldest first

Sep 24, 2018 negative
Insight
Arndt: Most Funds Rely on Flawed, Backward-Looking Portfolio Construction
“Most funds, I would say, I might not like to think of it this way, but I would say they're quite backward looking in their portfolio construction. What I mean by that is they take this sort of cap M theory and their main variance optimization, and they look at…”
Raphael Arndt Sep 24, 2018 ▶ 15:04 Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Nov 9, 2020 bearish
Insight
Williams: Mean-variance optimization ignores fat-tail market drops and sequence risk
“For most mean variance optimization problems, you're throwing away the most important information. So think about making a decision about a loss limit over an investment horizon, and you have a real balance sheet to protect, but you're not actually taking into…”
Karyn Williams Nov 9, 2020 ▶ 18:24 Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Nov 9, 2020 bearish
Insight
Williams: Standard deviation rarely reflects the actual risks institutional investors face
“So the expected return being a point estimate May connect well into, I want to cover expenses, and I want to grow, and I want to pay fees, but the risk, meaning of variance and their standard deviation, only by some strange coincidence would be connected to th…”
Karyn Williams Nov 9, 2020 ▶ 16:11 Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Nov 9, 2020 negative
Insight
Williams: Mean-variance optimization is a conceptual framework, not a direct tool
“Really surprised that the mean variance optimization framework was applied directly and simply. Like, even from early days, it didn't make sense to me that these concepts, really, the point was to say something about how risk should be perceived, that it's sys…”
Karyn Williams Nov 9, 2020 ▶ 11:14 Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Jul 4, 2022 neutral
Assertion Supported
Chhabra: Harry Markowitz does not invest using pure mean-variance optimization
“Even Markowitz doesn't invest as per Markowitz, and nobody really does mean variance optimization. Otherwise, you put all your money in emerging markets.”
Ashvin Chhabra Jul 4, 2022 ▶ 21:40 Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
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