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A Note on Portfolio Optimization with Quadratic Transaction Costs

2020-01-06 · Pierre Chen, Edmond Lezmi, Thierry Roncalli, Jiali Xu

In this short note, we consider mean-variance optimized portfolios with transaction costs. We show that introducing quadratic transaction costs makes the optimization problem more difficult than using linear transaction costs. The reason lies in the specification of the budget constraint, which is no longer linear. We provide numerical algorithms for solving this issue and illustrate how transaction costs may considerably impact the expected returns of optimized portfolios.

📄 PDF Abstract BibTeX arXiv:2001.01612

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Portfolio Optimization

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