English

Portfolio optimisation with options

Portfolio Management 2024-09-10 v2 Mathematical Finance

Abstract

We develop a new analysis for portfolio optimisation with options, tackling the three fundamental issues with this problem: asymmetric options' distributions, high dimensionality and dependence structure. To do so, we propose a new dependency matrix, built upon conditional probabilities between options' payoffs, and show how it can be computed in closed form given a copula structure of the underlying asset prices. The empirical evidence we provide highlights that this approach is efficient, fast and easily scalable to large portfolios of (mixed) options.

Keywords

Cite

@article{arxiv.2111.12658,
  title  = {Portfolio optimisation with options},
  author = {Jonathan Raimana Chan and Thomas Huckle and Antoine Jacquier and Aitor Muguruza},
  journal= {arXiv preprint arXiv:2111.12658},
  year   = {2024}
}

Comments

29 pages, 24 pictures, 5 tables

R2 v1 2026-06-24T07:50:56.783Z