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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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
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author Varsei, Mohsen
Shams, Naser
Fahimnia, Behnam
Yazdanpanah, Abbas
author_facet Varsei, Mohsen
Shams, Naser
Fahimnia, Behnam
Yazdanpanah, Abbas
author_sort Varsei, Mohsen
building USM Institutional Repository
collection Online Access
description 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.
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spelling usm-365872017-09-19T01:20:01Z http://eprints.usm.my/36587/ A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index Varsei, Mohsen Shams, Naser Fahimnia, Behnam Yazdanpanah, Abbas HD28-70 Management. Industrial Management 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. Asian Academy of Management (AAM) 2013 Article PeerReviewed application/pdf en http://eprints.usm.my/36587/1/AAMJ180202.pdf Varsei, Mohsen and Shams, Naser and Fahimnia, Behnam and Yazdanpanah, Abbas (2013) A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index. Asian Academy of Management Journal (AAMJ), 18 (1). pp. 1-16. ISSN 1394-2603 http://web.usm.my/aamj/18012013/AAMJ180202.pdf
spellingShingle HD28-70 Management. Industrial Management
Varsei, Mohsen
Shams, Naser
Fahimnia, Behnam
Yazdanpanah, Abbas
A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title_full A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title_fullStr A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title_full_unstemmed A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title_short A Heuristic Approach To The Index Tracking Problem: A Case Study Of The Tehran Exchange Price Index
title_sort heuristic approach to the index tracking problem: a case study of the tehran exchange price index
topic HD28-70 Management. Industrial Management
url http://eprints.usm.my/36587/
http://eprints.usm.my/36587/
http://eprints.usm.my/36587/1/AAMJ180202.pdf