A Multifactor Perspective on Volatility‐Managed Portfolios

A-Tier
Journal: Journal of Finance
Year: 2024
Volume: 79
Issue: 6
Pages: 3859-3891

Authors (3)

VICTOR DeMIGUEL (not in RePEc) ALBERTO MARTÍN‐UTRERA (not in RePEc) RAMAN UPPAL (Groupe EDHEC (École de Hautes ...)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Moreira and Muir question the existence of a strong risk‐return trade‐off by showing that investors can improve performance by reducing exposure to risk factors when their volatility is high. However, Cederburg et al. show that these strategies fail out‐of‐sample, and Barroso and Detzel show they do not survive transaction costs. We propose a conditional multifactor portfolio that outperforms its unconditional counterpart even out‐of‐sample and net of costs. Moreover, we show that factor risk prices generally decrease with market volatility. Our results demonstrate that the breakdown of the risk‐return trade‐off is more puzzling than previously thought.

Technical Details

RePEc Handle
repec:bla:jfinan:v:79:y:2024:i:6:p:3859-3891
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29