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Original scientific paper

https://doi.org/10.31803/tg-20221202130111

Application of Probability-based Multi-objective Optimization in Portfolio Investment and Engineering Management Problems

Maosheng Zheng orcid id orcid.org/0000-0003-3361-4060 ; School of Chemical Engineering, Northwest University, Xi’an, 710069, China *
Jie Yu ; School of Life Science, Northwest University, Xi’an, 710069, China
Haipeng Teng ; School of Chemical Engineering, Northwest University, Xi’an, 710069, China
Yi Wang ; School of Chemical Engineering, Northwest University, Xi’an, 710069, China

* Corresponding author.


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Abstract

Markowitz's approach could not deal with the overall optimization of both minimizing variance of return rate and maximizing return rate simultaneously due to its short of rational method for handling multi-objective optimization. In this article, a hybrid of the probability-based multi-objective optimization with the uniform design for experiments of mixtures is performed to solve the portfolio investment problem of concurrent optimization of both maximizing return rate and minimizing variance of return rate. The probability-based multi-objective optimization is employed to transfer the bi-objective problem of portfolio investment into a mono-objective one with total preferable probability as the goal for the overall optimization of the system in spirit of probability theory, the uniform design for experiments of mixtures is used to perform the subsequent discretization. Project management problem is rather a multi-objective to conduct naturally. The analysis shows the rationality of the hybrid solution.

Keywords

engineering management; multi-objective optimization; portfolio investment; probability theory; uniform design of mixtures

Hrčak ID:

313789

URI

https://hrcak.srce.hr/313789

Publication date:

15.2.2024.

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