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Bridge over ocean
8 May 2005 Multimedia

Portfolio Constraints

A Look at Separating Alpha from Beta Risk

  1. Roger G. Clarke

In this webcast, Roger Clarke discusses:
• Trends in portfolio structuring—the separation of alpha and beta risk.
• Decomposition of risk and return.

Roger Clarke discusses:

  • Trends in portfolio structuring—the separation of alpha and beta risk.
  • Decomposition of risk and return.
  • Investment constraints and the fundamental law of active management.
  • Hedge Funds: Systematic or Active?
  • The 120/-20 solution and overcoming the cost of investment constraints.

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.