Multivariate Affine GARCH with Heavy Tails: A Unified Framework for Portfolio Optimization and Option Valuation

Fuente: arXiv
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Autori principali: Jha, Ayush, Shirvani, Abootaleb, Jaffri, Ali, Rachev, Svetlozar T., Fabozzi, Frank J.
Natura: Preprint
Pubblicazione: 2025
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author Jha, Ayush
Shirvani, Abootaleb
Jaffri, Ali
Rachev, Svetlozar T.
Fabozzi, Frank J.
author_facet Jha, Ayush
Shirvani, Abootaleb
Jaffri, Ali
Rachev, Svetlozar T.
Fabozzi, Frank J.
contents This paper develops and estimates a multivariate affine GARCH(1,1) model with Normal Inverse Gaussian innovations that captures time-varying volatility, heavy tails, and dynamic correlation across asset returns. We generalize the Heston-Nandi framework to a multivariate setting and apply it to 30 Dow Jones Industrial Average stocks. The model jointly supports three core financial applications: dynamic portfolio optimization, wealth path simulation, and option pricing. Closed-form solutions are derived for a Constant Relative Risk Aversion (CRRA) investor's intertemporal asset allocation, and we implement a forward-looking risk-adjusted performance comparison against Merton-style constant strategies. Using the model's conditional volatilities, we also construct implied volatility surfaces for European options, capturing skew and smile features. Empirically, we document substantial wealth-equivalent utility losses from ignoring time-varying correlation and tail risk. These findings underscore the value of a unified econometric framework for analyzing joint asset dynamics and for managing portfolio and derivative exposures under non-Gaussian risks.
format Preprint
id arxiv_https___arxiv_org_abs_2505_12198
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Multivariate Affine GARCH with Heavy Tails: A Unified Framework for Portfolio Optimization and Option Valuation
Jha, Ayush
Shirvani, Abootaleb
Jaffri, Ali
Rachev, Svetlozar T.
Fabozzi, Frank J.
Econometrics
General Finance
This paper develops and estimates a multivariate affine GARCH(1,1) model with Normal Inverse Gaussian innovations that captures time-varying volatility, heavy tails, and dynamic correlation across asset returns. We generalize the Heston-Nandi framework to a multivariate setting and apply it to 30 Dow Jones Industrial Average stocks. The model jointly supports three core financial applications: dynamic portfolio optimization, wealth path simulation, and option pricing. Closed-form solutions are derived for a Constant Relative Risk Aversion (CRRA) investor's intertemporal asset allocation, and we implement a forward-looking risk-adjusted performance comparison against Merton-style constant strategies. Using the model's conditional volatilities, we also construct implied volatility surfaces for European options, capturing skew and smile features. Empirically, we document substantial wealth-equivalent utility losses from ignoring time-varying correlation and tail risk. These findings underscore the value of a unified econometric framework for analyzing joint asset dynamics and for managing portfolio and derivative exposures under non-Gaussian risks.
title Multivariate Affine GARCH with Heavy Tails: A Unified Framework for Portfolio Optimization and Option Valuation
topic Econometrics
General Finance
url https://arxiv.org/abs/2505.12198