This file is part of IDEAS, which uses RePEc data


[ Papers | Articles | Software | Books | Chapters | Authors | Institutions | JEL Classification | NEP reports | Search | New papers by email | Author registration | Rankings | Volunteers | FAQ | Blog | Help! ]

Portfolio Analysis and Zero-Beta CAPM with Heterogeneous Beliefs

Author info | Abstract | Publisher info | Download info | Related research | Statistics
Author Info
Xue-Zhong He () (School of Finance and Economics, University of Technology, Sydney)
Lei Shi () (School of Finance and Economics, University of Technology, Sydney)

Additional information is available for the following registered author(s):

Abstract

With the standard mean variance framework, by assuming heterogeneity and bounded rationality of investors, this paper examines their impact on the market equilibrium and implications to the portfolio analysis. By constructing a market consensus belief, we establish market equilibrium prices of risky assets and show that the standard Black?s zero-beta CAPM under homogeneous beliefs holds under the heterogeneous belief. We demonstrate that the biased belief (from the market consensus belief) of investors makes their optimal portfolio not necessarily locate on the market mean-variance frontier. We show that the traditional geometric relation of the mean variance frontiers with and without the riskless asset under the homogeneous beliefs does not hold under the heterogeneous beliefs. The results shed light on the risk premium puzzle, Miller?s hypothesis, the lower market performance when the access to the riskfree asset is impossible, and the empirical finding that managed funds under-perform comparing to the market indices on average.

Download Info
To download:

If you experience problems downloading a file, check if you have the proper application to view it first. Information about this may be contained in the File-Format links below. In case of further problems read the IDEAS help page. Note that these files are not on the IDEAS site. Please be patient as the files may be large.

File URL: http://www.business.uts.edu.au/qfrc/research/research_papers/rp244.pdf
File Format: application/pdf
File Function:
Download Restriction: no

Publisher Info
Paper provided by Quantitative Finance Research Centre, University of Technology, Sydney in its series Research Paper Series with number 244.

Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Length: 38
Date of creation: 01 Jan 2009
Date of revision:
Handle: RePEc:uts:rpaper:244

Contact details of provider:
Postal: PO Box 123, Broadway, NSW 2007, Australia
Phone: +61 2 9514 7777
Fax: +61 2 9514 7711
Web page: http://www.business.uts.edu.au/qfrc/index.html
More information through EDIRC

For technical questions regarding this item, or to correct its listing, contact: (Duncan Ford).

Related research
Keywords: asset prices; heterogeneous beliefs; portfolio analysis; zero-beta CAPM;

Find related papers by JEL classification:
G12 - Financial Economics - - General Financial Markets - - - Asset Pricing
D84 - Microeconomics - - Information, Knowledge, and Uncertainty - - - Expectations; Speculations

This paper has been announced in the following NEP Reports:

Statistics
Access and download statistics

Did you know? IDEAS also indexes books.

This page was last updated on 2009-11-9.


This information is provided to you by IDEAS at the Department of Economics, College of Liberal Arts and Sciences, University of Connecticut using RePEc data on a server sponsored by the Society for Economic Dynamics.