Style Box, Broken or Fixed?

Posted: 17 Jan 2015 Last revised: 27 Jun 2017

Date Written: January 15, 2015

Abstract

Style box for the investor is a visual representation of investment characteristics for stocks, fixed income and mutual funds offered as a comparative tool to investors around the world for helping them determine asset allocations based on their risk preference. Should an idea nearing 30 years of history need revisiting? Is the style box a good visual representation? Why should we bother with a mere visual? Maybe that’s why no one asked this question, is there something wrong with the style box? Is it still a good representation? Is questioning this representation essential for our broad comprehension of risk? Can we afford to be complacent about visual representations which determine our investment choices?

Keywords: Style Box, Industry Standards, Investing Style

JEL Classification: E44

Suggested Citation

Pal, Mukul, Style Box, Broken or Fixed? (January 15, 2015). Available at SSRN: https://ssrn.com/abstract=2550056 or http://dx.doi.org/10.2139/ssrn.2550056

Mukul Pal (Contact Author)

AlphaBlock ( email )

Toronto, Ontario M8Z 2H6
Canada

HOME PAGE: http://www.alphablock.org

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