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Implications of different risk management strategies on the value/risk profile of an overall position


Overview:

This project aims to demonstrate to students the implications of different risk management strategies on the value and risk components of an overall position. Real capital market data can be used to determine a naively diversified portfolio and an optimal portfolio according to the Sharpe ratio. The distribution functions resulting from the overall positions are then visualized on the basis of a historical simulation and the variance-covariance method. Furthermore, different risk measures are applied and compared with each other on the basis of these distribution functions.


Status:

This project is under development.

You can run the project here: https://mybinder.org/v2/gh/trh0ly/pf-selection/master


Copyright:

MIT License

Copyright (c) 2019 Thomas Holy

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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