Return-based style analysis in Australian funds

Robert W. Faff, Philip Gharghori, Bonnie H. I. Ip, Annette Nguyen

    Research output: Contribution to journalArticlepeer-review

    Abstract

    This study applies return-based style analysis to a sample of Australian managed and superannuation funds, seeking to compare their asset allocation strategies across different style groups. Style analysis is performed using a rolling window estimation technique. As expected, riskier fund classes are more exposed to the riskier benchmarks. Further, differences in institutional and legal settings lead the managers of managed and superannuation funds to invest differently, with the latter employing a more conservative investment strategy despite having longer investment horizons.
    Original languageEnglish
    Pages (from-to)155-188
    Number of pages34
    JournalMultinational Finance Journal
    Volume16
    Issue number45385
    Publication statusPublished - 2012

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