… Libraryof Congress CataloginginPublication Data Callin, Sabrina. Portable alpha theory
and practice : what investors really need to know / Sabrina Callin. p.cm.– (Wiley finance series) …

In a continually evolving investment universe, strategies that “begin at the beginning” with
smart beta—such as GDP-weighted index strategies for bond investments and fundamental …

This chapter introduces the key concepts associated with portable alpha that are important
for investors. It also provides an overview of each of the chapters in the book. The objective of …

The number of different implementation options for portable alpha strategies available to
investors continues to grow, which is definitely a positive development, although it can be …

The terms alpha and beta are derived from a regression equation whereby beta measures
the sensitivity of a security or portfolio's return to the return of the market, a market index, or a …

The term portable alpha has been used to describe an increasing number of investment
strategies in recent years. It is an investment application, one that can be employed in a variety …

This chapter discusses the different potential sources of incremental return that are available
globally together with the associated investment risks, correlations and the potential value …

The investment process generally starts with a careful assessment of return objectives, time
horizon, liquidity requirements, and risk tolerance. The investor's level of sophistication is …

This chapter summarizes the central themes and concepts presented throughout the book,
including the reasons why one feel that the time, energy, and effort required to truly …

Promising to tell investors what they really need to know about theory and practice of portable
alpha is the quite self-assured entitlement of this book. At the very beginning, Callin, who …