Diversified Risk Parity Strategies for Equity Portfolio Selection

Lohre, Harald and Neugebauer, Ulrich and Zimmer, Carsten (2012) Diversified Risk Parity Strategies for Equity Portfolio Selection. Journal of Investing, 21 (3). pp. 111-128. ISSN 2168-8613

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Abstract

This article investigates a new way of equity portfolio selection that provides maximum diversification along the uncorrelated risk sources inherent in the S&P 500. This diversified risk parity strategy is distinct from prevailing risk-based portfolio construction paradigms. Especially, the strategy is characterized by a concentrated allocation that actively adjusts to changes in the underlying risk structure. In addition, x-raying the risk and diversification characteristics of traditional risk-based strategies like 1/N, minimum-variance, risk parity, or the most-diversified portfolio, the authors find the diversified risk parity strategy to be superior. Although most of these alternatives crucially pick up risk-based pricing anomalies like the low-volatility anomaly, the diversified risk parity strategy more effectively exploits systematic factor tilts.

Item Type:
Journal Article
Journal or Publication Title:
Journal of Investing
Subjects:
?? equity portfolio managementportfolio constructionfactor-based models ??
ID Code:
161074
Deposited By:
Deposited On:
18 Oct 2021 12:40
Refereed?:
Yes
Published?:
Published
Last Modified:
15 Jul 2024 22:02