Strategic asset allocation and the role of alternative investments

Cumming, Douglas and Hass, Lars Helge and Schweizer, Denis (2014) Strategic asset allocation and the role of alternative investments. European Financial Management, 20 (3). pp. 521-547. ISSN 1354-7798

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Abstract

We introduce a framework for strategic asset allocation with alternative investments. Our framework uses a quantifiable risk preference parameter, λ, instead of a utility function. We account for higher moments of the return distributions and approximate best-fit distributions. Thus, we replace the empirical return distributions with two normal distributions. We then use these in the strategic asset allocation. Our framework yields better results than Markowitz's framework. Furthermore, our framework better manages regime switches that occur during crises. To test the robustness of our results, we use a battery of robustness checks and find stable results.

Item Type:
Journal Article
Journal or Publication Title:
European Financial Management
Uncontrolled Keywords:
/dk/atira/pure/core/keywords/accountingandfinance
Subjects:
?? alternative investmentshigher moments strategic asset allocationaccounting and financeeconomics, econometrics and finance(all)accountinghb economic theory ??
ID Code:
53200
Deposited By:
Deposited On:
19 Mar 2012 12:14
Refereed?:
Yes
Published?:
Published
Last Modified:
17 Sep 2024 14:55