English

Portfolio Optimisation via the Heston Model Calibrated to Real Asset Data

Portfolio Management 2023-02-06 v1

Abstract

The debate between active and passive investment strategies has been ongoing for many years and is far from being over. In this paper, we show that the choice of an optimal portfolio management strategy depends on an investment climate, which we measure via the parameters of the Heston model calibrated to the real stock market data. Depending on the values of those parameters, the passive strategy may namely outperform the active ones or vice versa. The method is tested on three stock market indices: S\&P500, DAX and WIG20.

Keywords

Cite

@article{arxiv.2302.01816,
  title  = {Portfolio Optimisation via the Heston Model Calibrated to Real Asset Data},
  author = {Jarosław Gruszka and Janusz Szwabiński},
  journal= {arXiv preprint arXiv:2302.01816},
  year   = {2023}
}

Comments

24 pages, 4 figures