A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches

With the continuous development of the Chinese Emerging financial market, numerous global investors have been paying great attention on this young market. The Chinese financial market holds its own characteristics, distinguishing from the developed financial market. Thus, by the stake of the investo...

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Main Author: ZHOU, Mengjia
Format: Dissertation (University of Nottingham only)
Language:English
Published: 2013
Subjects:
Online Access:https://eprints.nottingham.ac.uk/26667/
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author ZHOU, Mengjia
author_facet ZHOU, Mengjia
author_sort ZHOU, Mengjia
building Nottingham Research Data Repository
collection Online Access
description With the continuous development of the Chinese Emerging financial market, numerous global investors have been paying great attention on this young market. The Chinese financial market holds its own characteristics, distinguishing from the developed financial market. Thus, by the stake of the investors, it is necessary to understand the Chinese financial risk and explore the effective risk management approaches. In the current field of quantitative risk management, Value-at-Risk is the most recognised and widely implemented methods among financial institutions, companies and private organisations. Abundant researchers have been evaluated the linear instruments but the limited works concern non-linear instruments. The objectives of this paper are two folds. First, it will invest a UK portfolio and one Chinese portfolio and collecting data from the real trading markets. Second, the two typical portfolios include linear instruments and non-linear instruments. The normal delta approach is not suitable because it may underestimate or overestimate the portfolio P/L. The Historical Simulation method, Monte-Carlo simulation method and Quadratic model approach are implemented for the risk estimation. Each method will be backtested to further verify its accuracy.
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spelling nottingham-266672017-10-19T13:32:55Z https://eprints.nottingham.ac.uk/26667/ A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches ZHOU, Mengjia With the continuous development of the Chinese Emerging financial market, numerous global investors have been paying great attention on this young market. The Chinese financial market holds its own characteristics, distinguishing from the developed financial market. Thus, by the stake of the investors, it is necessary to understand the Chinese financial risk and explore the effective risk management approaches. In the current field of quantitative risk management, Value-at-Risk is the most recognised and widely implemented methods among financial institutions, companies and private organisations. Abundant researchers have been evaluated the linear instruments but the limited works concern non-linear instruments. The objectives of this paper are two folds. First, it will invest a UK portfolio and one Chinese portfolio and collecting data from the real trading markets. Second, the two typical portfolios include linear instruments and non-linear instruments. The normal delta approach is not suitable because it may underestimate or overestimate the portfolio P/L. The Historical Simulation method, Monte-Carlo simulation method and Quadratic model approach are implemented for the risk estimation. Each method will be backtested to further verify its accuracy. 2013-09-20 Dissertation (University of Nottingham only) NonPeerReviewed application/pdf en https://eprints.nottingham.ac.uk/26667/1/Dissertation_2.pdf ZHOU, Mengjia (2013) A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches. [Dissertation (University of Nottingham only)] (Unpublished) Chinese emerging financial market Value-at-Risk methods non-linear instruments Historical Simulation method Monte-Carlo Simulation Quadratic model approach Backtesting
spellingShingle Chinese emerging financial market
Value-at-Risk methods
non-linear instruments
Historical Simulation method
Monte-Carlo Simulation
Quadratic model approach
Backtesting
ZHOU, Mengjia
A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title_full A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title_fullStr A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title_full_unstemmed A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title_short A Comparison of Chinese and UK Portfolios Using Value-at-Risk Approaches
title_sort comparison of chinese and uk portfolios using value-at-risk approaches
topic Chinese emerging financial market
Value-at-Risk methods
non-linear instruments
Historical Simulation method
Monte-Carlo Simulation
Quadratic model approach
Backtesting
url https://eprints.nottingham.ac.uk/26667/