10th Annual International Conference on Industrial Engineering and Operations Management

Portfolio Selection Utilizing Safety-First Optimization Model on Exchange Traded Funds in Asia

Michael Young, TJ ChuaHay & John Francis T. Diaz
Publisher: IEOM Society International
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Track: Financial Engineering
Abstract

This paper presents a portfolio selection framework exploiting exchange traded funds in ASIA considering different portfolio weight thresholds for individual asset within the portfolio of a safety-first model investor. Back-test result shows that the safety-first portfolios of exchange traded funds can significantly outperform the benchmark considered. It was also observed that safety-first investors who doesn't limit the portfolio weights of individual asset can significantly outperform the benchmark. Overall, this study offers an alternative equitable investment option for safety-first investors which, on the long run, can probably be considered as a generic investment procedure for any investor.

Published in: 10th Annual International Conference on Industrial Engineering and Operations Management, Dubai, United Arab Emirates

Publisher: IEOM Society International
Date of Conference: March 10-12, 2020

ISBN: 978-1-5323-5952-1
ISSN/E-ISSN: 2169-8767