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Risk-adjusted value allocation for (non-traded) assets with performance ratios

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Author Info
Johannes Leitner
Abstract

We propose a new valuation principle for possibly non-traded assets based on an implicit definition of a benchmark. The valuation principle allows taking (default and shortfall) risk constraints explicitly into account. The resulting risk-adjusted value functional is monotonic, positively homogeneous, partially concave and allows for an additive allocation of risk-adjusted values of non-traded assets in a portfolio. The valuation principle is applied to the problem of hedging and pricing in incomplete markets. Furthermore, accounting for non-traded assets is considered and we derive a risk-adjusted balance sheet for non-deterministic cash streams.

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Publisher Info
Article provided by Taylor and Francis Journals in its journal Quantitative Finance.

Volume (Year): 8 (2008)
Issue (Month): 1 ()
Pages: 93-102
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Handle: RePEc:taf:quantf:v:8:y:2008:i:1:p:93-102

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Related research
Keywords: Performance ratios Risk measures Risk-adjusted value allocation Pricing in incomplete markets

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This page was last updated on 2008-12-19.


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