Investment Portfolio Optimization and Performance (Case Study on PLN Pension Fund Period 2010-2020)

M Ismed Surianegara; Sudjono1

1

Publication Date: 2022/09/21

Abstract: The Purpose of the research was to analyze the composition of the Investmen Portfolios that can provide optimal results. Portfolio optimization calculation using Model Markowitz with two assumptions, namely maximizing portfolio return and using Risk Adjusted Return (RAR). In the last three years, namely 2018, 2019 and 2020, the ROI phenomenon of DP-PLN investments is below the technical interest rate of 8.5%, so it is necessary to optimize the investment portfolio. Return on investment portfolio of DP-PLN The optimal result in this study is

Keywords: Portfolio Optimization , Markowitz, Sharpe, Treinor, Jensen.

DOI: https://doi.org/10.5281/zenodo.7098432

PDF: https://ijirst.demo4.arinfotech.co/assets/upload/files/IJISRT22AUG933.pdf

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