We're using cookies, but you can turn them off in your browser settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy

Bridge over ocean
1 September 2015 Financial Analysts Journal Volume 71, Issue 5

Asset Allocation Implications of the Global Volatility Premium

  1. William Fallon
  2. James Park
  3. Danny Yu

The authors examined the role of volatility premiums in institutional investment portfolios. They began by defining and calculating standardized returns to volatility exposure for a variety of global asset markets. They found that shorting volatility offers not only a very high and statistically significant Sharpe ratio of approximately 1.0 but also substantial tail risk. Although classic diversification benefits are limited, the authors show that modest allocations to short volatility exposure could have enhanced long-term returns, in one case increasing the portfolio’s combined Sharpe ratio by 12%.

Read the Complete Article in Financial Analysts Journal Financial Analysts Journal CFA Institute Member Content