Question #4

Reading: Reading 36 Using Multifactor Models

PDF File: Reading 36 Using Multifactor Models.pdf

Page: 2

Status: Correct

Correct Answer: B

Question
Summer Vista decides to develop a fundamental factor model. She establishes a proxy for the market portfolio, and then considers the importance of various factors in determining stock returns. She decides to use the following factors in her model: Changes in payout ratios. Credit rating changes. Companies' position in the business cycle. Management tenure and qualifications. Which of the following factors is least appropriate for Vista's factor model?
Answer Choices:
A. Management tenure and qualifications
B. Companies’ position in the business cycle
C. Changes in payout ratios
Explanation
Fundamental factors are factors measured by characteristics of the companies themselves, like price-to-earnings (P/E) ratios or growth rates. Macroeconomic factors are economic influences on security returns. A company's position in the business cycle is dependent on the cycle itself, and cannot be accurately measured by looking at a company's fundamentals – business cycle is a macroeconomic factor. Payout ratios and management tenure are pieces of company-specific data suitable for use in a fundamental factor model.
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