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Asset Allocation by Variance Sensitivity Analysis

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Author Info
Simone Manganelli

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Abstract

This article provides a solution to the curse of dimensionality associated to multivariate generalized autoregressive conditionally heteroskedastic (GARCH) estimation. We work with univariate portfolio GARCH models and show how the multivariate dimension of the portfolio allocation problem may be recovered from the univariate approach. The main tool we use is "variance sensitivity analysis," the change in the portfolio variance induced by an infinitesimal change in the portfolio allocation. We suggest a computationally feasible method to find minimum variance portfolios and estimate full variance-covariance matrices. An application to real data portfolios implements our methodology and compares its performance against that of selected popular alternatives. Copyright 2004, Oxford University Press.

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File URL: http://hdl.handle.net/10.1093/jjfinec/nbh015
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Publisher Info
Article provided by Oxford University Press in its journal Journal of Financial Econometrics.

Volume (Year): 2 (2004)
Issue (Month): 3 ()
Pages: 370-389
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Handle: RePEc:oup:jfinec:v:2:y:2004:i:3:p:370-389

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  1. Panayiotis Diamandis & Georgios Kouretas & Leonidas Zarangas, 2006. "Asset allocation in the Athens Stock Exchange: A variance sensitivity analysis," Working Papers 0602, University of Crete, Department of Economics. [Downloadable!]
  2. Torben G. Andersen & Tim Bollerslev & Peter F. Christoffersen & Francis X. Diebold, 2005. "Practical Volatility and Correlation Modeling for Financial Market Risk Management," CFS Working Paper Series 2005/02, Center for Financial Studies. [Downloadable!]
    Other versions:
  3. Simone Manganelli, 2006. "A new theory of forecasting," Working Paper Series 584, European Central Bank. [Downloadable!]
  4. Simone Manganelli, 2007. "Asset allocation by penalized least squares," Working Paper Series 723, European Central Bank. [Downloadable!]
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This page was last updated on 2009-12-4.


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