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Showing 1 to 20 of 109 for “"Asset allocation"”.

  1. Machine Learning Asset Allocation

    La optimización de portafolios de instrumentos financieros es una actividad que ocurre de manera diaria en el mundo financiero. En la mayoría de los casos se utiliza una metodología de optimización cuadrática que está diseñada para solucionar problemas de optimización de cartera con restricciones …

    utdt Repository record for Machine Learning Asset Allocation (opens in a new tab)

  2. Essays in Asset Allocation

    This dissertation consists of two essays in asset allocation. In the first essay, I measure the value of active money management. I explore this issue by comprehensively examining the parametric rule proposed by Brandt, Santa-Clara and Valkanov (2009) (the BSV rule) out-of-sample for portfolio …

    arizona-thes Repository record for Essays in Asset Allocation (opens in a new tab)

  3. Skew Normal Bayesian Asset Allocation

    <p>This dissertation explores a Bayesian asset allocation problem based on the skew-normal distribution assumption and extends the Bayesian asset allocation model obtained by assuming hidden truncation skew-normal returns. Hidden truncation model provides a flexible family of skewed alternatives to …

    claremont Repository record for Skew Normal Bayesian Asset Allocation (opens in a new tab)

  4. Asset allocation and Regulation 28

    … the impact Regulation 28 has on optimal asset allocation. The revised Regulation 28 of the pensions fund act came into effect as of 1 July 2011 which imposed certain restrictions or constraints on pension funds under direct control of trustees. This study evaluates some of the constraints …

    cape-town Repository record for Asset allocation and Regulation 28 (opens in a new tab)

  5. General superposition strategies and asset allocation

    Investors commonly use stopping rules to help them get in and out of their investment positions. Despite their widespread use and support from behavioral finance, there has been little discussion of their impact on portfolio performance in classic portfolio choice theory. In this thesis, I remedy …

    mit Repository record for General superposition strategies and asset allocation (opens in a new tab)

  6. Dynamic optimal asset allocation with optimal stopping

    We develop a model of optimal consumption, labor and portfolio choice with endogenous retirement for an individual's life-cycle decisions. Explicit solutions for finite horizon are derived both for an individual with power utility and for an individual with log utility. There are two distinct …

    bu Repository record for Dynamic optimal asset allocation with optimal stopping (opens in a new tab)

  7. Asset allocation in the South African environment

    The aim of this paper is to find solutions to the asset allocation problem in the South African environment. These solutions look at a variety of different investor's preferences. These include an investor's age, risk aversion and required levels of returns. To do this, an analysis was done of …

    cape-town Repository record for Asset allocation in the South African environment (opens in a new tab)

  8. Electronic warfare asset allocation with human-swarm interaction

    Finding the optimal placement of receiving assets among transmitting targets in a three-dimensional (3D) space is a complex and dynamic problem that is solved in this work. The placement of assets in R^6 to optimize the best coverage of transmitting targets requires the placement in 3D-spatiality, …

    iupui Repository record for Electronic warfare asset allocation with human-swarm interaction (opens in a new tab)

  9. A framework for regime identification and asset allocation

    … of this thesis is to examine a regime-based asset allocation strategy and evaluate whether accounting for regime-dependent risk and return of asset classes provides any significant improvement on portfolio performance. The South African market and economy are considered as a proxy for the …

    cape-town Repository record for A framework for regime identification and asset allocation (opens in a new tab)

  10. Application of robust statistics to asset allocation models

    Many strategies for asset allocation involve the computation of expected returns and the covariance or correlation matrix of financial instruments returns. How much of each instrument to own is determined by an attempt to minimize risk (the variance of linear combinations of investments in these …

    mit Repository record for Application of robust statistics to asset allocation models (opens in a new tab)

  11. Racial differences in households' financial asset allocation, 1992-2004

    … racial differences in households' financial asset allocation over the years. This study categorized the financial assets into four categories: equities held directly or indirectly, bonds held directly or indirectly, cash account and other financial asset. Based on Heckman Selection model, the …

    missouri Repository record for Racial differences in households' financial asset allocation, 1992-2004 (opens in a new tab)

  12. 'Ex-ante' asset allocation strategies for global index portfolios

    … the issue of developing optimal "ex~ante" global asset allocation strategies from the viewpoint of a UK investor, without the need to resort in fundamental forecasts of the portfolio inputs. In this context, the main emphasis is placed on the market selection, currency hedging and asset mix …

    city-london Repository record for 'Ex-ante' asset allocation strategies for global index portfolios (opens in a new tab)

  13. Optimal asset allocation for retirement funds: a South African perspective

    This paper aims to determine the optimal asset allocation for South African retirement funds under the constraints of Regulation 28. Regulation 28 allows retirement funds to invest a maximum of 25 into offshore assets. Within this offshore allocation, retirement funds are able to invest in a range …

    cape-town Repository record for Optimal asset allocation for retirement funds: a South African perspective (opens in a new tab)

  14. The optimal asset allocation for South African real return investors

    This research aims to establish the optimal asset allocations for targeting specific real returns over short, medium and long-term investment horizons. The joint returns are modelled with data-centric methods that are empirical and non-parametric in nature, and are able to capture the dependencies …

    cape-town Repository record for The optimal asset allocation for South African real return investors (opens in a new tab)

  15. Alternative distributions in the Black-Litterman model of asset allocation

    In this thesis we replace the normal distribution assumption in the calculation of the prior equilibrium returns used in the model with a more general distribution which captures the skewness and fat tails exhibited by stock data. We consider the á stable distributions as an alternative …

    cape-town Repository record for Alternative distributions in the Black-Litterman model of asset allocation (opens in a new tab)

  16. Systematic asset allocation using flexible views for South African markets

    We implement a systematic asset allocation model using the Historical Simulation with Flexible Probabilities (HS-FP) framework developed by Meucci [142, 144, 145]. The HS-FP framework is a flexible non-parametric estimation approach that considers future asset class behavior to be conditional on …

    cape-town Repository record for Systematic asset allocation using flexible views for South African markets (opens in a new tab)

  17. Mean reversion in asset prices and asset allocation in investment management

    This thesis examines the predictability of asset prices for an Australian investor. Evidence supporting the mean reversion alternative to the random walk hypothesis is presented, with a discussion of potential models, both linear and nonlinear. The normality and homoscedasticity assumptions are …

    vu-aus Repository record for Mean reversion in asset prices and asset allocation in investment management (opens in a new tab)

  18. Stochastic modelling in bank management and optimization of bank asset allocation

    … is computed from credit and market risk-weighted assets (RWAs) and bank regulatory capital (BRC) in a stochastic setting. Secondly, we demonstrate how the CAR can be optimized in terms of equity allocation. Here, we employ dynamic programming for stochastic optimization, to obtain and verify the …

    western-cape Repository record for Stochastic modelling in bank management and optimization of bank asset allocation (opens in a new tab)

  19. Modelling of asset allocation in banking using the mean-variance approach

    Bank asset management mainly involves profit maximization through invest- ment in loans giving high returns on loans, investment in securities for reducing risk and providing liquidity needs. In particular, commercial banks grant loans to creditors who pay high interest rates and are not likely to …

    western-cape Repository record for Modelling of asset allocation in banking using the mean-variance approach (opens in a new tab)

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