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Bridge over ocean
1 January 2012 Financial Analysts Journal Volume 68, Issue 1

Leverage Aversion and Risk Parity

  1. Clifford S. Asness
  2. Andrea Frazzini
  3. Lasse Heje Pedersen

The authors show that leverage aversion changes the predictions of modern
portfolio theory: Safer assets must offer higher risk-adjusted returns than
riskier assets. Consuming the high risk-adjusted returns of safer assets
requires leverage, creating an opportunity for investors with the ability to
apply leverage. Risk parity portfolios exploit this opportunity by equalizing
the risk allocation across asset classes, thus overweighting safer assets
relative to their weight in the market portfolio.

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