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On Portfolio Optimization: Forecasting Covariances and Choosing the Risk Model / Louis K.C. Chan, Jason Karceski, Josef Lakonishok.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Chan, Louis K.C.
Contributor:
National Bureau of Economic Research.
Karceski, Jason.
Lakonishok, Josef.
Series:
Working Paper Series (National Bureau of Economic Research) no. w7039.
NBER working paper series no. w7039
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
On Portfolio Optimization
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 1999.
Summary:
We evaluate the performance of different models for the covariance structure of stock returns, focusing on their use for optimal portfolio selection. Comparisons are based on forecasts of future covariances as well as the out-of-sample volatility of optimized portfolios from each model. A few factors capture the general covariance structure but adding more factors does not improve forecast power. Portfolio optimization helps for risk control, but the different covariance models yield similar results. Using a tracking error volatility criterion, larger differences appear, with particularly favorable results for a heuristic approach based on matching the benchmark's attributes.
Notes:
Print version record
March 1999.

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