Analysis localizes risk within portfolios, suggesting improved management strategies through ratings.
β1-Indexing® Ratings classify assets in an asset class based in part on their historical risk profile. Using the ratings of the funds used in the client’s actual portfolio can expose unexpected portfolio risk. Also, since the ratings incorporate expenses, this can offer an opportunity to improve realized returns. β1- Indexing® Ratings help localize risk within our portfolio and thereby improve portfolio management.
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Vernon V Chatman (2025) studied this question.
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