Friday, May 14, 2010

(domestic) CAPM and international CAPM (ICAPM)

Similarities
  • investors are risk averse
  • all investors have uniform expectations of risk and return on all assets
  • all investors hold some combination of a risk-free asset and the market portfolio

Differences
  • market portfolio
    • domestic CAPM: all domestic assets
    • international CAPM: constructed out of the global universe of risky assets
  • currency hedging
    • domestic CAPM: N/A
    • international CAPM: ICAPM breaks down if currency hedging is not available as a result of physical or legal restrictions  on such activities.

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