Bridge over ocean
1 September 2014 Financial Analysts Journal Volume 70, Issue 5

Exotic Beta Revisited

  1. Mark Carhart, CFA
  2. Ui-Wing Cheah
  3. Giorgio De Santis
  4. Harry Farrell
  5. Robert Litterman, PHD

The authors propose portfolios comprising simple and intuitive risk premiums (exotic betas) that are transparent and cost effective, perform well in different market environments, and are uncorrelated with equities. They are an alternative to traditional portfolios that are defined by their asset class allocations. The authors show that exotic beta investing offers a better risk–return profile than risk parity and hedge fund replication and that adjusting exposures to capture variation in risk premiums further improves performance.

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