hard · Frm Part 2 Risk & Investment Management

An investment analyst finds that a private equity fund's reported returns exhibit an autocorrelation of 0.45.

After 'unsmoothing' the returns, what will be the effect on the fund's measured volatility and its beta relative to a public benchmark?

  1. Measured volatility will increase, and the beta will likely increase when using summed (lagged) betas.
  2. The beta will decrease because the fund's returns are shown to be less correlated with current market moves.
  3. Measured volatility will decrease, as the unsmoothing process removes noise from the appraisal data.
  4. Volatility will remain unchanged, but the Sharpe ratio will improve due to more accurate return timing.

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