An integrated TOPSIS and ARAS method multi-criteria decision-making approach for optimizing investment portfolios using goal programming and genetic algorithm model

一种结合TOPSIS和ARAS方法的多准则决策方法,用于利用目标规划和遗传算法模型优化投资组合。

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Abstract

As the portfolio optimization field grows, classical techniques often notoriously find it difficult to efficiently model how investors decisions, risk tolerances, and asset attributes intertwine. This paper presents an innovation-based hybrid method, where Technique for Order Preference by Similarity to Ideal Solution (TOPSIS) combined with Additive Ratio Assessment (ARAS) for multi-criteria decision making, Goal Programming (GP) and a Genetic Algorithm (GA) for finding constraints are united. The proposed approach enhances the accuracy of ranking and effectiveness of allocation by incorporating asset evaluation, characterization of investors and probabilistic construction of portfolios. The system is tested in view of various performance implications, using the FAR-Trans dataset, a collection of genuine transaction statistics and asset pricing, as well as investor data. The first step involves project transaction capacities partitioning and risk categorization to create a bipartite TOPSIS-ARAS scoring mechanism. The GP part of the model matches investment decisions to the individual return and risk expectations of each investor, and the GA promotes the use of entropy-aware strategies. Important performance metrics are a Sharpe Ratio of 2.241, the annualized return of 4.6% and diversification score of 0.845. The study also reflects a 0.729 correlation between TOPSIS-ARAS rankings, and GP configurations leading to portfolio returns of over 30.0%. The system offers a realistic depiction of the behavior of investors, considering several transaction channels and different risk factors as well as geographies. The comprehensive integration is very flexible, computationally effective and based on realistic investment models while minimizing constraint deviation.

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