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Calculating the optimal hedge ratio: constant, time varying and the Kalman Filter approach

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Author Info
Abdulnasser Hatemi-J
Eduardo Roca

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Abstract

A crucial input in the hedging of risk is the optimal hedge ratio -- defined by the relationship between the price of the spot instrument and that of the hedging instrument. Since it has been shown that the expected relationship between economic or financial variables may be better captured by a time varying parameter model rather than a fixed coefficient model, the optimal hedge ratio, therefore, can be one that is time varying rather than constant. This study suggests and demonstrates the use of the Kalman Filter approach for estimating time varying hedge ratio -- a procedure that is statistically more efficient and with better forecasting properties.

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Publisher Info
Article provided by Taylor and Francis Journals in its journal Applied Economics Letters.

Volume (Year): 13 (2006)
Issue (Month): 5 (April)
Pages: 293-299
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Handle: RePEc:taf:apeclt:v:13:y:2006:i:5:p:293-299

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  1. Rossi, Eduardo & Zucca, Claudio, 2002. "Hedging Interest Rate Risk with Multivariate GARCH," Applied Financial Economics, Taylor and Francis Journals, vol. 12(4), pages 241-51, April. [Downloadable!] (restricted)
  2. Perron, P, 1988. "The Great Crash, The Oil Price Shock And The Unit Root Hypothesis," Papers 338, Princeton, Department of Economics - Econometric Research Program.
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  3. Harvey, Andrew, 1997. "Trends, Cycles and Autoregressions," Economic Journal, Royal Economic Society, vol. 107(440), pages 192-201, January. [Downloadable!] (restricted)
  4. Christos Floros & Dimitrios V. Vougas, 2004. "Hedge ratios in Greek stock index futures market," Applied Financial Economics, Taylor and Francis Journals, vol. 14(15), pages 1125-1136, October. [Downloadable!] (restricted)
  5. Hatemi-J, Abdulnasser, 2002. "Is the Government's Intertemporal Budget Constraint Fulfilled in Sweden? An Application of the Kalman Filter," Applied Economics Letters, Taylor and Francis Journals, vol. 9(7), pages 433-39, June. [Downloadable!] (restricted)
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This page was last updated on 2008-7-24.


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