Year: 2025
Type: article
Abstract: 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.
DOI: 10.15640/jfbm.v12p2
Author: Vernon V Chatman III
Language: English
Subfield: Finance
Domain: Social Sciences
Open Access status: diamond
OpenAlex ID: W4414241795
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