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Derivative applications to asset allocation and multi-asset management

  • William Cazalet,
  • Dimitri Curtil,
  • Frank J. Fabozzi,
  • Scott Hixon,
  • Alexander Rudin,
  • Rahul Sathyajit,
  • James Stavena,
  • Shubham Upadhyay

摘要

This article provides applications of derivatives to asset allocation and multi-asset management. The four applications include using futures for top-down asset allocation, deploying portable alpha strategies using derivatives to achieve desired convexity in payoff profiles, developing effective hedging strategies, and using derivatives for active speculative views by proprietary traders.