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Review of Financial Studies Vol. 22 No. 7 2009

Testing Portfolio Efficiency with Conditioning Information

Wayne E. Ferson1; Andrew F. Siegel2

1 University of Southern California · 2 University of Washington

Abstract

We develop asset pricing models’ implications for portfolio efficiency with conditioning information in the form of lagged instruments. A model identifies a portfolio that should be minimum-variance efficient with respect to the conditioning information. Our framework refines tests of portfolio efficiency by using the given conditioning information optimally. The optimal use of the lagged variables is economically important; by using the instruments optimally, we reject several efficiency hypotheses that are not otherwise rejected. The Sharpe ratios of a sample of hedge fund indexes appear consistent with the optimal use of conditioning information.

DOI
10.1093/rfs/hhn112
Volume
22
Issue
7
Pages
2735-2758
Language
en
Sources
openalex crossref

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