NeuroCOLT

Neural Networks and Computational Learning Theory

 

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NeuroCOLT Technical Report NC-TR-96-046

Use Of Neural Network Ensembles for Portfolio Selection and Risk Management

D.L.Toulson
Intelligent Financial Systems Ltd
UK

S.P.Toulson
London School Of Economics
UK

Abstract
A well known method of managing the risk whilst maximising the return of a portfolio is through Markowitz Analysis of the efficient set. A key pre-requisite for this technique is the accurate estimation of the future expected returns and risks (variance of re turns) of the securities contained in the portfolio along with their expected correlations. The estimates for future returns are typically obtained using weighted averages of historical returns of the securities involved or other (linear) techniques. Estimates for the volatilities of the securities may be made in the same way or through the use of (G)ARCH or stochastic volatility (SV) techniques.  In this paper we propose the use of neural networks to estimate future returns and risks of securities. The networks are arranged into committees. Each committee contains a number of independ ently trained neural networks. The task of each committee is to estimate either the future return or risk of a particular security. The inputs to the networks of the committee make use of a novel discriminant analysis technique we have called Fuzzy Discriminants Analysis.   The estimates of future returns and risks provided by the committees are then used to manage a portfolio of 40 UK equities over a five year period (1989-1994). The management of the portfolio is constrained such that at any time it should have the same risk characteristic as the FTSE-100 index. Within this constraint, the portfolio is chosen to provide the maximum possible return. We show that the managed portfolio significantly outper forms the FTSE-100 index in terms of both overall return and volatility.

 

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