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Optimal portfolios when stock prices follow an exponential Lévy process

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Author Info
Susanne Emmer ()
Claudia Klüppelberg ()
Abstract

We investigate some portfolio problems that consist of maximizing expected terminal wealth under the constraint of an upper bound for the risk, where we measure risk by the variance, but also by the Capital-at-Risk (CaR). The solution of the mean-variance problem has the same structure for any price process which follows an exponential Lévy process. The CaR involves a quantile of the corresponding wealth process of the portfolio. We derive a weak limit law for its approximation by a simpler Lévy process, often the sum of a drift term, a Brownian motion and a compound Poisson process. Certain relations between a Lévy process and its stochastic exponential are investigated. Copyright Springer-Verlag Berlin/Heidelberg 2004

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File URL: http://hdl.handle.net/10.1007/s00780-003-0105-4
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Publisher Info
Article provided by Springer in its journal Finance and Stochastics.

Volume (Year): 8 (2004)
Issue (Month): 1 (January)
Pages: 17-44
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Handle: RePEc:spr:finsto:v:8:y:2004:i:1:p:17-44

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Related research
Keywords: Capital-at-risk; downside risk measure; exponential Lévy process; portfolio optimization; stochastic exponential; Value-at-Risk; weak limit law for Lévy processes.;

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  1. Denis Belomestny & Markus Reiß, 2006. "Spectral calibration of exponential Lévy models," Finance and Stochastics, Springer, vol. 10(4), pages 449-474, December. [Downloadable!] (restricted)
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