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文章基本信息

  • 标题:Portfolio Optimization of Equity Mutual Funds—Malaysian Case Study
  • 本地全文:下载
  • 作者:Adem Kılıçman ; Jaisree Sivalingam
  • 期刊名称:Advances in Difference Equations
  • 印刷版ISSN:1687-1839
  • 电子版ISSN:1687-1847
  • 出版年度:2004
  • 卷号:2004
  • 期号:1
  • DOI:10.1155/2010/879453
  • 出版社:Hindawi Publishing Corporation
  • 摘要:

    We focus on the equity mutual funds offered by three Malaysian banks, namely Public Bank Berhad, CIMB, and Malayan Banking Berhad. The equity mutual funds or equity trust is grouped into four clusters based on their characteristics and categorized as inferior, stable, good performing, and aggressive funds based on their return rates, variance and treynor index. Based on the cluster analysis, the return rates and variance of clusters are represented as triangular fuzzy numbers in order to reflect the uncertainty of financial market. To find the optimal asset allocation in each cluster we develop a hybrid model of optimization and fuzzy based on return rates, variance. This was done by maximizing the fuzzy return for a tolerable fuzzy risk and minimizing the fuzzy risk for a desirable fuzzy return separately at different confidence levels.

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