Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method

Following the 2007-2008 financial crisis and acceleration of economic globalization, more market participants and regulators pay more attention to the role of portfolio diversification strategy in financial market. Various diversification strategies are applied by fund managers to reduce the idiosyn...

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Main Author: Wang, Keqiang
Format: Dissertation (University of Nottingham only)
Language:English
Published: 2022
Online Access:https://eprints.nottingham.ac.uk/67719/
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author Wang, Keqiang
author_facet Wang, Keqiang
author_sort Wang, Keqiang
building Nottingham Research Data Repository
collection Online Access
description Following the 2007-2008 financial crisis and acceleration of economic globalization, more market participants and regulators pay more attention to the role of portfolio diversification strategy in financial market. Various diversification strategies are applied by fund managers to reduce the idiosyncratic risk, including the Most Diversified Portfolio (MDP), Minimum Variance portfolio, Equally Weighted portfolio and Maximum Sharpe Ratio method. The paper describes how the diversification strategy improve the performance of investment portfolio and tries to find a optimal portfolio size for fund managers. A variety of quantitative methods are applied in the analysis including OLS regression, stationary test and Monte Carlo simulation with R. The analysis results have shown that there exists a trade-off between efficiency of diversification and downside risk of asset price. Furthermore, the optimal portfolio size is estimated using the Most Diversified Portfolio Method.
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spelling nottingham-677192023-04-25T14:20:27Z https://eprints.nottingham.ac.uk/67719/ Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method Wang, Keqiang Following the 2007-2008 financial crisis and acceleration of economic globalization, more market participants and regulators pay more attention to the role of portfolio diversification strategy in financial market. Various diversification strategies are applied by fund managers to reduce the idiosyncratic risk, including the Most Diversified Portfolio (MDP), Minimum Variance portfolio, Equally Weighted portfolio and Maximum Sharpe Ratio method. The paper describes how the diversification strategy improve the performance of investment portfolio and tries to find a optimal portfolio size for fund managers. A variety of quantitative methods are applied in the analysis including OLS regression, stationary test and Monte Carlo simulation with R. The analysis results have shown that there exists a trade-off between efficiency of diversification and downside risk of asset price. Furthermore, the optimal portfolio size is estimated using the Most Diversified Portfolio Method. 2022-01-23 Dissertation (University of Nottingham only) NonPeerReviewed application/pdf en https://eprints.nottingham.ac.uk/67719/1/20307368_BUSI4019%20UNUK_2021.pdf Wang, Keqiang (2022) Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method. [Dissertation (University of Nottingham only)]
spellingShingle Wang, Keqiang
Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title_full Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title_fullStr Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title_full_unstemmed Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title_short Balance Between Cost and Risk for Fund Manager When Adopting Diversification Method
title_sort balance between cost and risk for fund manager when adopting diversification method
url https://eprints.nottingham.ac.uk/67719/