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Portfolio problems based on returns consistent with the investor's preferences

The result's identifiers

  • Result code in IS VaVaI

    <a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F61989100%3A27510%2F14%3A86091094" target="_blank" >RIV/61989100:27510/14:86091094 - isvavai.cz</a>

  • Result on the web

  • DOI - Digital Object Identifier

Alternative languages

  • Result language

    angličtina

  • Original language name

    Portfolio problems based on returns consistent with the investor's preferences

  • Original language description

    In this paper, we deal the portfolio selection problem by the point of view of non-satiable investors which could be: risk-averse; risk seeking; neither risk-averse nor risk seeking. In particular, we first identify different return definitions coherently with the investors preferences that use the conditional expected value between the wealth valued at different times. Secondly, we study a consistent estimator of the conditional expected value between random variables. Therefore we propose to use two alternative performance measures applied to these new return definitions consistent with different investors' preferences. Finally, we propose an empirical comparison on the U.S. stock market among the ex-post wealth obtained by optimizing static and dynamic performance measures by the point of view of different investors' typologies.

  • Czech name

  • Czech description

Classification

  • Type

    D - Article in proceedings

  • CEP classification

    AH - Economics

  • OECD FORD branch

Result continuities

  • Project

    Result was created during the realization of more than one project. More information in the Projects tab.

  • Continuities

    P - Projekt vyzkumu a vyvoje financovany z verejnych zdroju (s odkazem do CEP)<br>S - Specificky vyzkum na vysokych skolach

Others

  • Publication year

    2014

  • Confidentiality

    S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Data specific for result type

  • Article name in the collection

    Proceedings of the 2nd International Conference on Mathematical, Computational and Statistical Sciences (MCSS '14); Proceedings of the 7th International Conference on Finite Difference...: Gdansk, Poland May 15-17, 2014

  • ISBN

    978-960-474-380-3

  • ISSN

    2227-4588

  • e-ISSN

  • Number of pages

    8

  • Pages from-to

    340-347

  • Publisher name

    WSEAS Press

  • Place of publication

    Cambridge

  • Event location

    Gdaňsk

  • Event date

    May 25, 2014

  • Type of event by nationality

    WRD - Celosvětová akce

  • UT code for WoS article