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The Allocation of Assets Under Higher Moments

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Author Info
Eric Jondeau (Banque de France, DEER and ERUDITE, Université Paris 12 Val-de-Marne)
Michael Rockinger (HEC Lausanne, CEPR and FAME)

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Abstract

We evaluate how deviations from normality may affect the allocation of assets. A Taylor expansion of expected utility allows us to focus on certain moments and to compute numerically the optimal portfolio allocation. A decisive advantage of our approach is that it remains operational even if a large number of assets is in-volved. We obtain that for small values of the risk-aversion parameter, non-normality does not alter significantly the optimal allocation. In contrast, when the investor is strongly risk averse and restricted to invest in risky assets, we also obtain significant changes in portfolio weights.

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File URL: http://www.swissfinanceinstitute.ch/rp71.pdf
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Publisher Info
Paper provided by International Center for Financial Asset Management and Engineering in its series FAME Research Paper Series with number rp71.

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Date of creation: Dec 2002
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Handle: RePEc:fam:rpseri:rp71

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Related research
Keywords: Asset allocation; Stock returns; Non-normality; Utility function;

Find related papers by JEL classification:
C22 - Mathematical and Quantitative Methods - - Single Equation Models; Single Variables - - - Time-Series Models; Dynamic Quantile Regressions
C51 - Mathematical and Quantitative Methods - - Econometric Modeling - - - Model Construction and Estimation
G12 - Financial Economics - - General Financial Markets - - - Asset Pricing

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This page was last updated on 2009-12-15.


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