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Análise da formação de carteiras de investimentos: uma aplicação no mercado acionário brasileiro

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Author Info
Knebel Baggio, Daniel
Kelm, Martinho Luis
Ferruz Agudo, Luis
Marco Sanjuán, Isabel
Abstract

O objetivo deste estudo é verificar a capacidade dos modelos financeiros teóricos de gestão de carteiras, em subsidiar a obtenção de retornos anormais no mercado acionário brasileiro. Entre os modelos que se podem citar: o modelo de Gestão de Carteiras de Markowitz (1952), o modelo CAPM de Sharpe (1964), Lintner (1965) e Black (1972). Os resultados comprovam que os dois modelos testados conseguiram gerar rentabilidades anormais, se comparadas com o IBOVESPA no mesmo período e com uma variância inferior. O Índice de Sharpe (1966) apontou a carteira de Markowitz como a que obteve a melhor performance. Our objective is to assess the ability of theoretical models of financial portfolio management, in support to obtain abnormal returns in the Brazilian equity market. Among the models that may be cited: the model of portfolio management of Markowitz (1952), the CAPM of Sharpe (1964), Lintner (1965) and Black (1972). The results show that the two models tested successfully generate abnormal returns compared to the IBOVESPA in the same period and a lower variance. The index of Sharpe (1966) identified the portfolio of Markowitz as that achieved the best performance.

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Publisher Info
Article provided by Asociación Española de Contabilidad y Administración de Empresas (AECA). Spanish Accounting and Business Administration Association. in its journal Gestión Joven.

Volume (Year): (2009)
Issue (Month): 3 (June)
Pages:
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Handle: RePEc:ges:articl:2008-09:33-47

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Web page: http://www.aeca.es/
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Related research
Keywords: Gestão de Carteiras; Mercado Acionário Brasileiro e Investimento em Renda Variável. Management Portfolios; Brazilian Stock Market and Investment in variable income.;

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