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A Robust Decision Support Approach to Portfolio Risk Reduction Based on Credit Default Swap
Stockholm University, Faculty of Social Sciences, Stockholm Business School.
Stockholm University, Faculty of Social Sciences, Stockholm Business School. University of Chinese Academy of Sciences, China.
2018 (English)In: Journal of Fixed Income, ISSN 1059-8596, E-ISSN 2168-8648, Vol. 27, no 3, p. 86-95Article in journal (Refereed) Published
Abstract [en]

We construct portfolios from the credit default swap (CDS) market by incorporating cardinality and solvency constraints into mean-variance and conditional value at risk (CVaR) models. Cardinality constraints are applied to limit the portfolio size and improve the allocation structure, while the solvency constraint is used to insulate the default risks of the portfolios under worst scenarios. CDS-based portfolios involve uncertainties that stem from spread changing and jump-to-default volatilities. We show that these uncertainties can be identified and managed using our developed systematic approach. Market data analysis from the CDS portfolios shows that using cardinality constraints reduces counterparty risks significantly. The proposed cardinality constrained CVaR model has robust performance in terms of the portfolio Sharpe ratio and one other metric, and also generally outperforms the associated mean-variance strategy.

Place, publisher, year, edition, pages
2018. Vol. 27, no 3, p. 86-95
National Category
Business Administration
Identifiers
URN: urn:nbn:se:su:diva-152799DOI: 10.3905/jfi.2018.27.3.086OAI: oai:DiVA.org:su-152799DiVA, id: diva2:1181118
Funder
Marianne and Marcus Wallenberg Foundation, MMW 2015.0007Available from: 2018-02-07 Created: 2018-02-07 Last updated: 2022-02-28Bibliographically approved

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Wu, DexiangWu, Desheng Dash

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