328. Scenario Trees
The data structure that represents multi-stage uncertainty in stochastic programming. A branching tree where each node represents a state of information at a point in time.
328.1. Structure
- Root: initial state, , all decisions ahead
- Internal nodes: information realized so far at time
- Branches: random outcomes from each node
- Leaves: complete realization paths from root to leaf
Each path from root to leaf is a scenario. The tree assigns probabilities to outcomes; each leaf’s path-probability is the product of branch probabilities.
328.2. Example: 3-stage tree
Stage 1 (root): uncertain demand Stage 2: uncertain interest rate Stage 3: terminal payoff depending on both
┌── high R → leaf (D=high, R=up)
┌── D high (.6)─┤
│ └── low R → leaf (D=high, R=down)
root ──┤
│ ┌── high R → leaf (D=low, R=up)
└── D low (.4)─┤
└── low R → leaf (D=low, R=down)
4 scenarios. Decisions at each node, conditional on the information available at that point.
328.3. Non-anticipativity
A critical constraint: decisions at a node can depend only on information realized up to that node. Two scenarios sharing a prefix must have identical decisions for that prefix.
Formally: if A and B agree up to stage .
Implementation:
- Per-node variables (vs per-scenario): naturally encodes non-anticipativity
- Per-scenario variables with explicit constraints: for in the same subtree
- Progressive hedging: dualize the non-anticipativity to decompose
328.4. Curse of dimensionality
Number of leaves = of branching factors. A 5-stage tree with 5 outcomes per stage has leaves; with 10 outcomes, leaves.
Mitigations:
- Scenario reduction — cluster similar scenarios, pick representative ones (Heitsch-Römisch)
- Sampling — Monte Carlo-style — see SAA
- Decomposition — solve subproblems per scenario, coordinate via Lagrangian (PH, SDDP)
- Approximate dynamic programming
328.5. Where it shows up
- Investment planning — multi-year capital allocation under uncertain returns
- Power systems — unit commitment under stochastic demand & renewables
- Supply chain network design — multi-year facility planning
- Financial planning — asset-liability matching for pensions / insurance
- Inventory — multi-period stochastic inventory
328.6. See also
- Stochastic Programming — broader framework
- Two-stage Recourse — simplest case
- SAA — Monte Carlo approximation
- Dynamic Programming — alternative view