Applied mean-ETL optimization in using earnings forecasts

Barret Pengyuan Shao, Svetlozar T. Rachev, Yu Mu

Research output: Contribution to journalArticlepeer-review

10 Scopus citations

Abstract

In this article, we apply the mean-expected tail loss (ETL) portfolio optimization to the consensus temporary earnings forecasting (CTEF) data from global equities. The time series model with multivariate normal tempered stable (MNTS) innovations is used to generate the out-of-sample scenarios for the portfolio optimization. We find that (1) the CTEF variable continues to be of value in portfolio construction, (2) the mean-ETL portfolio optimization produces statistically significant active returns, and (3) the active returns generated in the mean-ETL portfolio with CTEF indicate a statistically significant stock selection.

Original languageEnglish
Pages (from-to)561-567
Number of pages7
JournalInternational Journal of Forecasting
Volume31
Issue number2
DOIs
StatePublished - Apr 1 2015

Keywords

  • Consensus temporary earnings forecasting
  • Mean-expected tail loss optimization
  • Multivariate normal tempered stable distribution

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