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Minimum-Variance Hedge Ratio

Goldman SachsPIMCO

You hold a spot position with volatility 30% and hedge with a futures contract with volatility 20%; the correlation between spot and futures returns is 0.6. What is the minimum-variance hedge ratio (futures notional per unit of spot)?

Approach

Minimise Var(S − hF) in h.

The optimum is the regression beta of S on F.

Answer

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