β1-Indexing®: Localizing Risk in Portfolio Projections

β1-Indexing® Ratings classify assets in an asset class based in part on their historical risk profile. Using the ratings of the funds used in the client’s actual portfolio can expose unexpected portfolio risk. Also, since the ratings incorporate expenses, this can offer an opportunity to improve realized returns. β1- Indexing® Ratings help localize risk within our portfolio and thereby improve portfolio management.

Authors

Vernon V Chatman (ORCID: https://orcid.org/0000-0002-9302-4815)

Publication Details

Journal: Journal of Finance and Bank Management
Published: 2025-09-16
DOI: https://doi.org/10.15640/jfbm.v12p2
Primary Topic: Financial Markets and Investment Strategies
Type: article
Field-Weighted Citation Impact: 0.00

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article

β1-Indexing®: Localizing Risk in Portfolio Projections

Vernon V Chatman

Sep 16, 2025

Journal of Finance and Bank Management

Financial Markets and Investment Strategies

article

β1-Indexing®: Localizing Risk in Portfolio Projections

Vernon V Chatman

September 16, 2025article en

Abstract

Journal of Finance and Bank Management

Openalex Percentile: Top 68%

Financial Markets and Investment Strategies

DOI Open Access PDF OpenAlex

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β1-Indexing®: Localizing Risk in Portfolio Projections — Vernon V Chatman · Journal of Finance and Bank Management (2025) | TGRS Research Map | TGRS