Risk Management under Omega Measure

نویسندگان

  • Michael R. Metel
  • Traian A. Pirvu
  • Julian Wong
چکیده

We prove that the Omega measure, which considers all moments when assessing portfolio performance, is equivalent to the widely used Sharpe ratio under jointly elliptic distributions of returns. Portfolio optimization of the Sharpe ratio is then explored, with an active-set algorithm presented for markets prohibiting short sales. When asymmetric returns are considered, we show that the Omega measure and Sharpe ratio lead to different optimal portfolios.

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تاریخ انتشار 2017