Redirigiendo al acceso original de articulo en 18 segundos...
ARTÍCULO
TITULO

Quantitative Portfolio Optimization Techniques Applied to the Brazilian Stock Market

André Alves Portela Santos    
Cristina Tessari    

Resumen

In this paper we assess the out-of-sample performance of two alternative quantitative portfolio optimization techniques - mean-variance and minimum variance optimization ? and compare their performance with respect to a naive 1/N (or equally-weighted) portfolio and also to the market portfolio given by the Ibovespa. We focus on short selling-constrained portfolios and consider alternative estimators for the covariance matrices: sample covariance matrix, RiskMetrics, and three covariance estimators proposed by Ledoit and Wolf (2003), Ledoit and Wolf (2004a) and Ledoit and Wolf (2004b). Taking into account alternative portfolio re-balancing frequencies, we compute out-of-sample performance statistics which indicate that the quantitative approaches delivered improved results in terms of lower portfolio volatility and better risk-adjusted returns. Moreover, the use of more sophisticated estimators for the covariance matrix generated optimal portfolios with lower turnover over time.

Palabras claves

 Artículos similares

       
 
Iftekhar Ahmed,Abul Bashar Bhuiyan,Yusnidah Ibrahim,Jamaliah Said,Mohammed Fuad Mohd Salleh     Pág. 824 - 829
The purpose of the study is to examine the social accountability and argue comparison of outreach level of microfinance institutions in member countries of South Asian Association for Regional Cooperation (SAARC). The inquiry has employed quantitative re... ver más

 
Fakhri Husein,Shofia Mauizotun Hasanah     Pág. 349 - 362
Shariah Compliant Asset Pricing Model (SCAPM) is a modification of the model Capital Asset Pricing Model (CAPM). This research is quantitative descriptive study of theories of optimal portfolio analysis applied to trading stocks, especially in stocks Jak... ver más

 
Alexandre Rubesam,André Lomonaco Beltrame     Pág. 81 - 118
We investigate minimum variance portfolios in the Brazilian equity market using different methods to estimate the covariance matrix, from the simple model of using the sample covariance to multivariate GARCH models. We compare the performance of the mini... ver más

 
Sebastián Ceria, Anureet Saxena, and Robert A. Stubbs     Pág. 29 - 43

 
João Frois Caldeira,Marcelo Savino Portugal     Pág. 469 - 504
The traditional models to optimize portfolios based on mean-variance analysis aim to determine the portfolio weights that minimize the variance for a certain return level. The covariance matrices used to optimize are difficult to estimate and ad hoc meth... ver más