Financial Engineering Seminar

February, 13, 2004 (Fri)
3:00 PM - 3:50 PM(8th period),
Weil Hall, 307

Moment based Analysis of Portfolio Affine Hedging

Prof. James A. Primbs

Management Science and Engineering

Stanford University

japrimbs@stanford.edu



This is joint work with Yuji Yamada of University of Tsukuba.

Abstract:

In this talk, we develop a lattice based approach to the analysis of so-called portfolio affine dynamic hedging strategies. Portfolio affine strategies are those that depend on the overall portfolio value in an affine manner, and include standard Black-Scholes based delta hedging and mean square optimal hedging for options. We develop an algorithm to efficiently compute the moments of the hedging error on a lattice for a portfolio affine strategy. This algorithm can be used to analyze hedging strategies under discrete trading, and other market incompleteness. Furthermore, we show that the underlying algorithm may be extended to handle forms of transaction costs and scenario analysis, providing a flexible and computationally feasible method of analyzing important tradeoffs in hedging. We use the hedging of options to illustrate the algorithms and results.