Institut für Finanzmanagement

Dauerhafte URI für die Sammlunghttps://irf.fhnw.ch/handle/11654/61

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Ergebnisse nach Hochschule und Institut

Gerade angezeigt 1 - 10 von 148
  • Publikation
    Potential of venture capital in the European Union
    (Policy Department Economic and Scientific Policy, European Parliament, 2012) Tykvová, Tereza; Borell, Mariela; Kröncke, Tim
    05 - Forschungs- oder Arbeitsbericht
  • Publikation
    International diversification with securitized real estate and the veiling glare from currency risk
    (Elsevier, 11/2012) Kröncke, Tim; Schindler, Felix
    This paper analyzes diversification benefits from international securitized real estate in a mixed-asset context. We apply regression-based mean-variance efficiency tests, conditional on currency-unhedged and fully hedged portfolios to account for systematic foreign exchange movements. From the perspective of a US investor, it is shown that, first, international diversification is superior to a US mixed-asset portfolio, second, adding international real estate to an already internationally diversified stock and bond portfolio results in a further significant improvement of the risk-return trade-off and, third, considering unhedged international assets could lead to biased asset allocation decisions not realizing the true diversification benefits from international assets.
    01A - Beitrag in wissenschaftlicher Zeitschrift
  • Publikation
    International diversification benefits with foreign exchange investment styles
    (Oxford University Press, 08/2014) Kröncke, Tim; Schindler, Felix; Schrimpf, Andreas
    Style-based management of the foreign exchange (FX) component of international investments with carry trade, FX momentum, and FX value strategies provides economically large and significant diversification benefits. These speculative benefits go beyond the hedging benefits of FX risk documented in the earlier literature. Our results hold after transaction costs and are confirmed in an extensive out-of-sample experiment mimicking investor decisions in real time. Adding a composite FX style portfolio to diversified allocations of global bonds and stocks leads to a 64% increase in the out-of-sample Sharpe ratio from 0.64 to 1.05, without adverse impact on other portfolio characteristics such as skewness.
    01A - Beitrag in wissenschaftlicher Zeitschrift
  • Publikation
    Asset pricing without garbage
    (Wiley-Blackwell, 2017) Kröncke, Tim
    This paper provides an explanation for why garbage implies a much lower relative risk aversion in the consumption-based asset pricing model than National Income and Product Accounts (NIPA) consumption expenditure: Unlike garbage, NIPA consumption is filtered to mitigate measurement error. I apply a simple model of the filtering process that allows one to undo the filtering inherent in NIPA consumption. “Unfiltered NIPA consumption” well explains the equity premium and is priced in the cross-section of stock returns. I discuss the likely properties of true consumption (i.e., without measurement error and filtering) and quantify implications for habit and long-run risk models.
    01A - Beitrag in wissenschaftlicher Zeitschrift
  • Publikation
    The anatomy of public and private real estate return premia
    (Springer, 2018) Kröncke, Tim; Schindler, Felix; Steininger, Bertram I.
    Market-wide, stock market specific, and real estate market specific risk – what kind of risk and to which extent drives the returns of listed real estate? Based on a structural asset pricing model calibrated to the empirical data in the U.S., we show that at least two thirds of the risk premium of listed real estate are driven by the same factors as direct real estate. Our results shed new light on the risk-characteristics of listed real estate returns and are of high interest for academics, regulators, and portfolio managers alike.
    01A - Beitrag in wissenschaftlicher Zeitschrift
  • Vorschaubild
    Publikation
    Sovereign risk and the pricing of corporate credit default swaps
    (Infopro Digital Risk Limited, 20.03.2015) Härri, Matthias; Morkoetter, Stefan; Westerfeld, Simone
    Investigation about the impact of sovereign risk on the pricing of corporate credit risk.
    01A - Beitrag in wissenschaftlicher Zeitschrift
  • Vorschaubild
    Publikation
    Effectiveness of policy and regulation in European sovereign credit risk markets - A network analysis
    (Karlsruher Institut für Technologie (KIT), 2019) Buse, Rebekka; Schienle, Melanie; Urban, Jörg
    We study the impact of changes in regulations and policy interventions on systemic risk among European sovereign entities measured as volatility spillovers in respective credit risk markets. Our unique intraday CDS dataset allows for precise measurement of the effectiveness of these events in a network setting. In particular, it allows discerning interventions which entail significant changes in network cross-effects with appropriate bootstrap confidence intervals. We show that it was mainly regulatory changes with the ban of trading naked sovereign CDS in 2012 as well as the new ISDA regulations in 2014 which were most effective in reducing systemic risk. In comparison, we find that the effect of policy interventions was minor and generally not sustainable. In particular, they only had a significant impact when implemented for the first time and when targeting more than one country. For the volatility spillover channels, we generally find balanced networks with no fragmentation over time.
    05 - Forschungs- oder Arbeitsbericht
  • Publikation
    Correcting alpha misattribution in portfolio sorts
    (2018) Höchle, Daniel; Schmid, Markus; Zimmermann, Heinz
    We show that portfolio sorts, as commonly employed in empirical asset pricing applications, are at risk of accidentally misattributing parts of the risk-adjusted return (or "alpha") to the firm characteristic underlying the sort. Such misattribution occurs if the firm characteristic is correlated with an unobservable yet time-persistent factor. We propose a novel, regression-based methodology for analyzing asset returns. Our technique can reproduce the alpha and factor exposure estimates from all variants of sorting assets into (e.g., decile) portfolios. In addition, and contrary to standard portfolio sorts, our approach handles multivariate and continuous firm characteristics and, if firm-specific (fixed) effects are included in the analysis, is robust to alpha misattribution. In our empirical analysis, we indeed find alpha misattribution to be an issue in conventional portfolio sorts as several well-known characteristics-based factors lose their predictive power when we account for firm fixed effects.
    06 - Präsentation
  • Publikation
    The long-term performance of IPOs, revisited
    (2019) Höchle, Daniel; Karthaus, Larissa; Schmid, Markus
    We show that a sample of 7,487 U.S. firms going public between 1975 and 2014 significantly underperforms mature firms in the first year after the IPO. Contrary to post-issue horizons of three to five years, the first-year underperformance cannot be explained by Carhart (1997) risk factor exposures. Moreover, this underperformance is robust to the analysis of sub-samples and the consideration of multiple firm characteristics in a statistically robust setting. Further econometric tests reveal that the first-year underperformance is likely due to unobservable heterogeneity across IPO and mature firms. In fact, the first-year underperformance disappears when we control for such unobservable heterogeneity by including firm fixed effects in the analysis. The magnitude of the firm fixed effects is negatively related to IPO firms’ life expectancy. Consistently, there is no significant IPO underperformance, when differences in life expectancy across IPO and mature firms are accounted for.
    06 - Präsentation