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順勢交易策略避險基金績效之探討
Thesis

順勢交易策略避險基金績效之探討

馮思敏
Masters, 國立清華大學, 計量財務金融學系
2012

Abstract

避險基金 績效指標 績效獎金 Hedge fund Benchmark Performance fee
The purpose of a hedge fund is to earn a positive return, which totally different from beating a standard market benchmark. To achieve its objective, fund manager takes long and short position to eliminate market risk. The benchmark for absolute-return investing usually is risk-free rate. Because Fung and Hsieh (2001) stated that trend-following strategy has the same payout as straddle, it is inappropriate to use a single-valued benchmark. In this thesis, we decompose the fund into capital-guaranteed part and speculative part and try to establish a more exible benchmark. After taking transaction costs into consideration, performance fee has a great impact on our benchmark. Therefore, we provide closed-form solutions to performance fee and investor's claim that can be applied to the valuation of hedge fund.

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