Logo image
Modifying the mean-variance approach to avoid violations of stochastic dominance
Journal article   Peer reviewed

Modifying the mean-variance approach to avoid violations of stochastic dominance

P.R. Blavatskyy
Management Science, Vol.56(11), pp.2050-2057
2010
url
Link to Published Version *Subscription may be requiredView

Abstract

The mean-variance approach is an influential theory of decision under risk proposed by Markowitz (Markowitz, H. 1952. Portfolio selection. J. Finance 7(1) 77-91). The mean-variance approach implies violations of first-order stochastic dominance not commonly observed in the data. This paper proposes a new model in the spirit of the classical mean-variance approach without violations of stochastic dominance. The proposed model represents preferences by a functional U(L)-ρ r (L), where U (L) denotes the expected utility of lottery L, ρ σ [-1, 1] is a subjective constant, and r (L) is the mean absolute (utility) semideviation of lottery L. The model comprises a linear trade-off between expected utility and utility dispersion. The model can accommodate several behavioral regularities such as the Allais paradox and switching behavior in Samuelson's example.

Details

UN Sustainable Development Goals (SDGs)

This output has contributed to the advancement of the following goals:

#1 No Poverty
#2 Zero Hunger
#13 Climate Action

Source: InCites

Metrics

InCites Highlights

These are selected metrics from InCites Benchmarking & Analytics tool, related to this output

Citation topics
6 Social Sciences
6.122 Economic Theory
6.122.1287 Risk Preferences
Web Of Science research areas
Management
Operations Research & Management Science
ESI research areas
Economics & Business
Logo image