A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index

Index tracking, the most popular form of passive fund management, is a portfolio selection problem in which the return of one of the stock market indexes is reproduced by creating a tracking portfolio consisting of a subset of the stocks included in the index. Index tracking has been known as an...

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Bibliographic Details
Main Authors: Varsei, Mohsen, Shams, Naser, Fahimnia, Behnam, Yazdanpanah, Abbas
Format: Article
Language:English
Published: Asian Academy of Management (AAM) 2013
Subjects:
Online Access:http://eprints.usm.my/36587/
http://eprints.usm.my/36587/1/AAMJ180202.pdf
Description
Summary:Index tracking, the most popular form of passive fund management, is a portfolio selection problem in which the return of one of the stock market indexes is reproduced by creating a tracking portfolio consisting of a subset of the stocks included in the index. Index tracking has been known as an NP-Hard problem, and sophisticated approaches have been proposed in the literature to solve this problem. This paper presents an easyto-implement heuristic solution to this complex problem. The proposed approach was implemented to develop a tracking portfolio of 438 stocks listed in the Tehran Exchange Price Index. The numerical results indicate that the approach is able to identify quality solutions within reasonable model runtime.