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Hauptverfasser: Bachelard, Cyril, Chalkis, Apostolos, Fisikopoulos, Vissarion, Tsigaridas, Elias
Format: Preprint
Veröffentlicht: 2024
Schlagworte:
Online-Zugang:https://arxiv.org/abs/2403.00009
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author Bachelard, Cyril
Chalkis, Apostolos
Fisikopoulos, Vissarion
Tsigaridas, Elias
author_facet Bachelard, Cyril
Chalkis, Apostolos
Fisikopoulos, Vissarion
Tsigaridas, Elias
contents The present article explores the application of randomized control techniques in empirical asset pricing and performance evaluation. It introduces geometric random walks, a class of Markov chain Monte Carlo methods, to construct flexible control groups in the form of random portfolios adhering to investor constraints. The sampling-based methods enable an exploration of the relationship between academically studied factor premia and performance in a practical setting. In an empirical application, the study assesses the potential to capture premias associated with size, value, quality, and momentum within a strongly constrained setup, exemplified by the investor guidelines of the MSCI Diversified Multifactor index. Additionally, the article highlights issues with the more traditional use case of random portfolios for drawing inferences in performance evaluation, showcasing challenges related to the intricacies of high-dimensional geometry.
format Preprint
id arxiv_https___arxiv_org_abs_2403_00009
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Randomized Control in Performance Analysis and Empirical Asset Pricing
Bachelard, Cyril
Chalkis, Apostolos
Fisikopoulos, Vissarion
Tsigaridas, Elias
Portfolio Management
Computational Geometry
Computational Finance
G.3
The present article explores the application of randomized control techniques in empirical asset pricing and performance evaluation. It introduces geometric random walks, a class of Markov chain Monte Carlo methods, to construct flexible control groups in the form of random portfolios adhering to investor constraints. The sampling-based methods enable an exploration of the relationship between academically studied factor premia and performance in a practical setting. In an empirical application, the study assesses the potential to capture premias associated with size, value, quality, and momentum within a strongly constrained setup, exemplified by the investor guidelines of the MSCI Diversified Multifactor index. Additionally, the article highlights issues with the more traditional use case of random portfolios for drawing inferences in performance evaluation, showcasing challenges related to the intricacies of high-dimensional geometry.
title Randomized Control in Performance Analysis and Empirical Asset Pricing
topic Portfolio Management
Computational Geometry
Computational Finance
G.3
url https://arxiv.org/abs/2403.00009