Stochastic Spanning

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Date

2018

Authors

Arvanitis, Stelios
Hallam, Mark
Post, Thierry
Topaloglou, Nikolas

Journal Title

Journal ISSN

Volume Title

Publisher

AMER STATISTICAL ASSOC

Abstract

This study develops and implements methods for determining whether introducing new securities or relaxing investment constraints improves the investment opportunity set for all risk averse investors. We develop a test procedure for “stochastic spanning” for two nested portfolio sets based on subsampling and linear programming. The test is statistically consistent and asymptotically exact for a class of weakly dependent processes. A Monte Carlo simulation experiment shows good statistical size and power properties in finite samples of realistic dimensions. In an application to standard datasets of historical stock market returns, we accept market portfolio efficiency but reject two-fund separation, which suggests an important role for higher-order moment risk in portfolio theory and asset pricing. Supplementary materials for this article are available online.

Description

https://www.tandfonline.com/doi/full/10.1080/07350015.2017.1391099

Keywords

Linear programming, Portfolio choice, Spanning, Stochastic dominance, Subsampling

Citation

Arvanitis, S., Hallam, M., Post, T., & Topaloglou, N. (2018). Stochastic Spanning. Journal of Business & Economic Statistics, 37(4), 573–585. https://doi.org/10.1080/07350015.2017.1391099

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