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유동성 위험 모형 (Amihud, Roll, LOT)×리스크 패리티 (동일 위험 기여) 포트폴리오 모형×
분야재무학재무학
계열Regression modelRegression model
기원 연도20022010
창시자Amihud (2002); Roll (1984); Lesmond, Ogden & Trzcinka (LOT)Maillard, Roncalli & Teïletche (2010); popularised by Qian (2005) and Bridgewater All Weather
유형Liquidity / illiquidity measurement modelsPortfolio weighting model (risk budgeting)
원전Amihud, Y. (2002). Illiquidity and Stock Returns: Cross-Section and Time-Series Effects. Journal of Financial Markets, 5(1), 31-56. DOI ↗Maillard, S., Roncalli, T. & Teïletche, J. (2010). The Properties of Equally Weighted Risk Contribution Portfolios. Journal of Portfolio Management, 36(4), 60–70. DOI ↗
별칭Amihud illiquidity, Roll spread estimator, LOT spread measure, Lesmond-Ogden-Trzcinka measureequal risk contribution, ERC portfolio, risk budgeting, All Weather strategy
관련53
요약Liquidity Risk Models are a family of measures that quantify how easily an asset trades by capturing its price impact, its effective bid-ask spread, and a holding-period adjustment. The family brings together the Amihud illiquidity ratio (Amihud, 2002), the Roll serial-covariance spread estimator (Roll, 1984), and the LOT (Lesmond-Ogden-Trzcinka) realised-spread measure.Risk parity is a portfolio weighting model, formalised by Maillard, Roncalli and Teïletche (2010), in which every asset contributes an equal share of the total portfolio risk. It needs only the covariance (risk) structure of the assets and no forecast of expected returns, and it underpins Bridgewater's All Weather strategy.
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