Portfolio frontiers with restrictions to tracking error volatility and value at risk

B-Tier
Journal: Journal of Banking & Finance
Year: 2012
Volume: 36
Issue: 9
Pages: 2604-2615

Score contribution per author:

1.005 = (α=2.01 / 2 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Asset managers are often given the task of restricting their activity by keeping both the value at risk (VaR) and the tracking error volatility (TEV) under control. However, these constraints may be impossible to satisfy simultaneously because VaR is independent of the benchmark portfolio. The management of these restrictions is likely to affect portfolio performance and produces a wide variety of scenarios in the risk-return space. The aim of this paper is to analyse various interactions between portfolio frontiers when risk managers impose joint restrictions upon TEV and VaR. Specifically, we provide analytical solutions for all the intersections and we propose simple numerical methods when such solutions are not available. Finally, we introduce a new portfolio frontier.

Technical Details

RePEc Handle
repec:eee:jbfina:v:36:y:2012:i:9:p:2604-2615
Journal Field
Finance
Author Count
2
Added to Database
2026-01-28