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Ertrag und Shortfall Risiko von Wertsicherungsstrategien mit Optionen unter alternativen Zielrenditen: Empirische Evidenzen für den deutschen Aktienmarkt

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Author Info
Maurer, Raimond () (Lehrstuhl fuer Investment, Portfolio Management und Alterssicherung)

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Abstract

In der vorliegenden Studie wird im Kontext einer historischen Simulation Rendite und Risiko kombinierter Aktien- und Optionsstrategien untersucht. Neben den traditionellen Risikomaßen der Portofoliotheorie, Varianz bzw. Standardabweichung, wird die sehr flexible Klasse von Shortfall-Risikomaßen betrachtet, die dem asymmetrischen Ertrags-Risiko-Profil von kombinierten Aktien-Optionsstrategien besser Rechnung trägt. Die betrachteten Strategien sind der Put-Hedge, der Covered-Short-Call sowie der Collar. Die Shortfall-Risikomaße werden sowohl relativ zu einer deterministischen als auch stochastischen Referenzgröße ausgewertet.

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Publisher Info
Paper provided by Sonderforschungsbereich 504, Universität Mannheim & Sonderforschungsbereich 504, University of Mannheim in its series Sonderforschungsbereich 504 Publications with number 97-19.

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Length: 39 pages
Date of creation: 01 Jun 1997
Date of revision:
Handle: RePEc:xrs:sfbmaa:97-19

Note: Financial support from the Deutsche Forschungsgemeinschaft, SFB 504, at the University of Mannheim, is gratefully acknowledged.
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