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Record W7135913520

Managing risks in international securities portfolios

2015· dissertation· cs· W7135913520 on OpenAlexaboutno aff
Marek Folprecht

Bibliographic record

VenueDigital Repository (National Repository of Grey Literature) · 2015
Typedissertation
Languagecs
FieldBusiness, Management and Accounting
TopicRisk Management in Financial Firms
Canadian institutionsnot available
Fundersnot available
KeywordsForeign exchange riskCurrencyPortfolioHedgeVolatility (finance)DevaluationEquity (law)Liberian dollar
DOInot available

Abstract

fetched live from OpenAlex

The bachelor´s thesis examines the gains from hedging the currency exposure from the perspectives of American and Canadian investors. It is shown that exchange rate risk is a largely nondiversifiable factor which might negatively affect the performance of equity portfolios. Therefore, it is necassary to effectively control the exchange rate risk. It is found that the effect of currency risk on total portfolio risk varies among different currency pairs depending predominantly on the correlation between equity and currency returns. For this reason, it is essential to choose a different approach for each currency pair. The hedging strategy, which is refered to as optimal currency hedging, aims at minimizing the volatility of currency hedged portfolio returns. The optimal hedge ratios for individual currencies are also estimated. Over the period from 2004 to 2015, hedging the currency exposure considerably reduced the volatility of returns in the case of American investor. From the perspective of Canadian investor, hedging the currency risk reduced the volatility of returns only to a limited degree. The reason is that Canadian dollar behaves in a pro-cyclical fashion, strenghtening when the world economy surges and weakening when the economy turns down. Therefore, foreign currency exposure tend to reduce the volatility of portfolio returns from the perspective of Canadian investor.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.005
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: none
GenreCandidate signal: Other · Consensus signal: none
Teacher disagreement score0.005
Threshold uncertainty score0.020

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0020.005
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.001
Science and technology studies0.0010.001
Scholarly communication0.0040.002
Open science0.0000.001
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0020.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.016
GPT teacher head0.266
Teacher spread0.249 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designNot applicable
Domainnot available
GenreOther

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2015
Admission routes1
Has abstractyes

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