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探討在Mean-Variance模型下,VaR或CVaR的條件限制對投資組合選擇的影響
Thesis

探討在Mean-Variance模型下,VaR或CVaR的條件限制對投資組合選擇的影響

許倫維
Masters, 國立清華大學, 科技管理研究所
2005

Abstract

平均數變異數模型 風險值 條件風險值 投資組合選擇 mean variance model VaR CVaR portfolio selection
Speaking of the risk manager, needs an explicit data to judge the agent to undertake the risk spot, guarantees the organization to continue forever to develop, the value of risk (VaR) concept proposed may meet this need. Under “no transaction cost”, we change 1. acceptable biggest losses (L), 2. confidence level( ), 3. the attitude of risk aversion( ). To distinguish Mean-Variance model structure, the condition of joining VaR or CVaR limitation and the influence of the range on investment combination to make, namely probe into the feasibility of joining the risk management concept into traditional Mean-Variance model. We summarize the Mean-Variance model to join VaR or CVaR limitation some results: 1. Under acceptable biggest losses (L) be constant,along with confidence level( ) enhancement, the range of efficiency frontier also reduce . 2. Under confidence level( ) be constant,along with acceptable biggest losses (L) reducing, the range of efficiency frontier also reduce . 3. When the setting of acceptable biggest losses (L) and confidence level( ) be the same, the CVaR limitation is more strict than the VaR . 4. Mean-Variance model with the concept of risk management impacts the slightly risk-averse agent more than the highly risk-averse agent.

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