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An empirical analysis of the hedging effectiveness of currency futures

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Author Info
Jong, A. de
Roon, F. de
Veld, C. (Tilburg University, Center for Economic Research)

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Abstract

Existing research on the hedging effectiveness of currency futures assumes that futures positions are continuously adjusted. This is an unrealistic assumption in practice. In this paper we study the hedging effectiveness for futures positions which are not adjusted during the hedge period. For this purpose an out-of-sample approach is used. Three models are used to determine hedge ratios and hedging effectiveness. These are the minimum-variance model of Ederington (1979), the "-t model of Fishburn (1977), which is a model in which the disutility of a loss is minimized, and the Sharpe-ratio model of Howard and D'Antonio (1984, 1987). For the minimum-variance model and the "-t model it is found that the naively hedged positions yield a higher effectiveness than the unadjusted model-based hedged positions. For the Sharpe-ratio model it is found that both naively and model-based hedged positions lead to a lower hedging effectiveness than unhedged positions

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Publisher Info
Paper provided by Tilburg University, Center for Economic Research in its series Discussion Paper with number 119.

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Date of creation: 1995
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Handle: RePEc:dgr:kubcen:1995119

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Related research
Keywords: Futures;

References listed on IDEAS
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  1. Howard, Charles T. & D'Antonio, Louis J., 1984. "A Risk-Return Measure of Hedging Effectiveness," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 19(01), pages 101-112, March. [Downloadable!]
  2. Fishburn, Peter C, 1977. "Mean-Risk Analysis with Risk Associated with Below-Target Returns," American Economic Review, American Economic Association, vol. 67(2), pages 116-26, March.
  3. Howard, Charles T. & D'Antonio, Louis J., 1987. "A Risk-Return Measure of Hedging Effectiveness: A Reply," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 22(03), pages 377-381, September. [Downloadable!]
  4. William F. Sharpe, 1965. "Mutual Fund Performance," Journal of Business, University of Chicago Press, vol. 39, pages 119. [Downloadable!]
  5. Ederington, Louis H, 1979. "The Hedging Performance of the New Futures Markets," Journal of Finance, American Finance Association, vol. 34(1), pages 157-70, March. [Downloadable!] (restricted)
  6. Chang, Jack S. K. & Shanker, Latha, 1987. "A Risk-Return Measure of Hedging Effectiveness: A Comment," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 22(03), pages 373-376, September. [Downloadable!]
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