Extraction of the Essential Constituents of the S&P 500 Index
Document Type
Presentation
Presentation Date
12-14-2017
Abstract or Description
Presented at Conference on Computational Science and Computational Intelligence
The S&P 500 index is a leading indicator of the stock market and U.S. equities which is highly influenced by its essential constituents. Traditionally, such constituents are identified by the market capitalization weighting scheme. However, the literature rejects the efficiency of the weighting method. In contrast, we introduce data mining approaches of the entropy and rough sets as two separate methods for extraction of the essential S&P 500 constituents. The legitimacy of the findings in comparison with the S&P 500 weighting scheme have been investigated using the discrete time Markov Chain Models (MCM) and Hidden Markov Chain Models (HMCM) which lend themselves easily to the nature of the time-series data. The investigation is done against data for the full sample and pre/post crisis subsamples collected for the period of 16 years. We find the entropy method provides the highest forecasting accuracy measure for the full sample and post-crisis subsample.
Sponsorship/Conference/Institution
International Conference on Computational Science and Computational Intelligence (CSCI 2017)
Location
Las Vegas, NV
Recommended Citation
Hashemi, Ray R., Omid Ardakani, Azita Bahrami, Jeffrey Young.
2017.
"Extraction of the Essential Constituents of the S&P 500 Index."
Department of Computer Science Faculty Presentations.
Presentation 15.
https://digitalcommons.georgiasouthern.edu/compsci-facpres/15